Client Service Executive

An exciting opportunity has opened up for a Client Service Executive to join the Institutional Consulting team within our Wealth Management division. This team works with a broad range of Irish institutions, including charities and credit unions. The successful candidate will fulfil the following tasks.

• The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers.
• Acting as the first point of contact to clients, particularly on the telephone; dealing promptly and efficiently with client queries.
• Collation of documentation for client meetings; auditing the CRM system to ensure records and supporting documents are accurate and compliant in preparation of client meetings.
• Management of follow up activities from client meetings and monitoring completion of tasks.
• Updating and monitoring the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for our clients.
• Management of updates to all client documentation where necessary, including liaising with other internal departments as part of this process.
• Facilitate client requests by liaising with internal departments to ensure operational procedures and compliance obligations are met; acting as the primary point of contact with all internal departments.
• Managing reporting and operation of tasks in conjunction with other team members; implementing and communicating company practice in carrying out tasks.
• Liaising with clients\' external advisers such as Accountants, Tax and Investment Advisers, on behalf of servicing our clients.
• Management of the onboarding process for new clients, including working with the team on the completion and follow up of all documents (Investor Policy Statement).
• Assist with administrative tasks involved with planning and preparation of various client events and conferences; provide on-site support and hospitality at such events. Occasional out of office hours.
• Participate in interdepartmental projects to identify best practice to enhance servicing our clients; facilitate deployment and communication of new applications to the team.
• Contribute in company campaign workshops.
• Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.

• A minimum of 1 year of experience working in an administrative position
• Degree or Masters level in Business/Finance/STEM related area
• A high level of proficiency in MS Word, Excel, Outlook and PowerPoint
• A flexible, positive attitude towards work
• Excellent attention to detail
• Ability to work effectively as part of a team
• Professional telephone manner
• Excellent written communication skills, and proficient in business email etiquette
• Excellent interpersonal skills with a warm, approachable manner and a natural ability to engage clients and represent the organisation positively
• Excellent organisational skills
• Ability to prioritise own workload and work to deadlines

We offer a range of benefits and experiences to support your professional and personal growth. Our benefits include competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage. We focus on developing our people to be their best, professionally and personally, with training support and a variety of programmes and options.

Training support provided by award-winning Learning & Development Team, extensive sports & social programmes (including free on-site gym & fitness studio), flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives are among the ways we help our people to empower themselves.

Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and encourage you to apply even if you don\'t meet all the requirements. We review all applications. If you require reasonable accommodations for the interview process, please let us know and we will assist. Appointment to this role is subject to the candidate\'s eligibility to work in Ireland. Unsolicited CVs/profiles from recruitment agencies will not be accepted. Davy Group is a member of the Bank of Ireland Group.