Client Services Executive

5 days ago


Dublin Pike, Ireland Elevate Partners Full time

2 days ago Be among the first 25 applicants

Our client is a leading Wealth Management firm looking to hire a Client Services Executive to join their team in Dublin.

Responsibilities

Client portfolio end-to-end administration

Annual portfolio reviews and valuations

Processing new business, communicating, and interacting with product producers to ensure prompt processing of applications. This includes pre‑ and post‑retirement pension structures, protection benefits and investment portfolios.

Communicating with clients regarding their portfolios and new applications in an effective and timely manner

Requirements

BA (Hons) degree in a business or finance related discipline

Minimum of 2‑3 years relevant experience in a similar role, preferably within a financial advisory firm or life & pensions broker

QFA qualified or progressing towards this qualification

Excellent verbal and written communication skills

Ability to work independently and as part of a team

This is an excellent opportunity for someone who is looking to develop their career in the Wealth Management space.

For more information on this Client Services Executive job or to discuss in more detail, contact Aoife Stokes at astokes@elevatepartners.ie or apply directly below.

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