Client Services Executive
4 weeks ago
Job Title: Client Services Executive Reporting to: Client Services Manager Department: Product Prosperous Financial has an exciting opportunity for a Client Services Executive to join our team. The Client Services Executive plays a key role in providing exceptional service and support to clients within our firm. They are responsible for handling client enquiries, processing transactions and supporting our financial advisors in delivering effective financial planning solutions. This role requires strong communication, organisational skills and a client-focused mindset. Key Responsibilities Client Relationship Management Serve as the primary point of contact for client enquiries and requests, ensuring timely and accurate responses. Build and maintain strong relationships with clients, focusing on delivering an exceptional customer experience. Conduct regular follow-ups to ensure client satisfaction and address any additional service needs. Support for Financial Advisors Work closely with financial advisors and financial planners to prepare documents, process applications and manage client files. Coordinate with internal departments to ensure a smooth journey and effective service delivery. Engage with advisors in fulfilling the clients recommendations and following up on pending actions or tasks. Administrative and Operational Tasks Process account openings, applications, updates, transfers, top ups and other administrative tasks accurately and efficiently. Maintain and update client records in the CRM, ensuring data integrity and compliance with company policies. Handle document management, including filing, organising and retrieving documents as required. Compliance and Regulatory Requirements Ensure all client service activities comply with relevant industry regulations and company policies. Support internal audits and compliance checks as required. Client Communications and Reporting Prepare and send regular communications to clients, including updates, statements and account summaries. Respond to clients in an efficient response time. Assist in generating custom reports for clients as requested. Skills And Experience: QFA (Qualified Financial Adviser) certification, or equivalent, is highly preferred Minimum of 2-3 years of experience in a client services role, preferably within a financial planning or financial services environment Bachelor's degree in finance, business, or a related field Strong understanding of financial products, services and industry regulations Excellent communication and interpersonal skills with a client-centric approach High attention to detail and strong organisational skills Proficiency in CRM software preferably Wealth track and Microsoft Office Suite (Excel, Word, PowerPoint) Why work with us: Excellent remuneration package and competitive bonus structure Hybrid, flexible working model (4 days from home / 1 day in office) 25 days annual leave Employer pension contributions up to 10% Income Protection / Death In Service Recognised as a Great Place to Work 2024/2025 and a Best Workplace 2025 To Apply Please forward your CV via the APPLY Now button below.
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Corporate Client Executive
3 days ago
Dublin, Dublin City, Ireland International Catalyst Services, Llc Full timeWe are seeking a talented individual to join our Corporate team at Marsh.This role can be based out of our Birmingham or Nottingham offices. This is a hybrid role that has a requirement of working at least one or two days a week in the office.The role: Corporate Client Executive As a Corporate Client Executive, you will focus on managing and retaining a...
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Corporate Client Executive
6 days ago
Dublin, Dublin City, Ireland International Catalyst Services, Llc Full timeWe are seeking a talented individual to join our Corporate team at Marsh.This role can be based out of our Birmingham or Nottingham offices. This is a hybrid role that has a requirement of working at least one or two days a week in the office.The role: Corporate Client Executive As a Corporate Client Executive, you will focus on managing and retaining a...
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Corporate Client Executive
6 days ago
Dublin, Dublin City, Ireland International Catalyst Services, LLC Full timeWe are seeking a talented individual to join our Corporate team at Marsh. This role can be based out of our Birmingham or Nottingham offices. This is a hybrid role that has a requirement of working at least one or two days a week in the office.The role: Corporate Client ExecutiveAs a Corporate Client Executive, you will focus on managing and retaining a...
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Client Services Executive
3 weeks ago
Dublin, Dublin City, Ireland Walfrid Private Full timeJob DescriptionAt Walfrid Private, a leading Wealth Management firm based in Dublin, we are seeking a motivated Client Services Executive to join our team.About UsWe provide expert financial guidance to Irish Company Directors, Business Owners and Entrepreneurs, helping them reduce costs, minimize taxes and achieve financial independence.Your RoleAs a Client...
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Client Services Executive
3 weeks ago
Dublin, Dublin City, Ireland Elevate Partners Full timeWe are seeking a highly skilled Client Services Executive to join our team at Elevate Partners. This role presents an excellent opportunity to work in the wealth management industry, supporting a leading firm with exceptional client services.Role Responsibilities:Provide general administrative support to senior professionals, including Directors and Senior...
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Client Services Executive
2 weeks ago
Dublin, Dublin City, Ireland Walfrid Private Limited Full timeWalfrid Private is a Wealth Management firm based in Dublin 12. We assist Irish Company Directors, Business Owners, and Entrepreneurs to reduce costs, improve financial performance, and achieve financial independence.We implement strategic plans with our clients to structure long-term bespoke financial cashflows that are tax efficient. Our team works...
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Client Services Executive
2 weeks ago
Dublin, Dublin City, Ireland Elevate Partners Full timeOur client a leading Wealth Management firm are currently looking to hire a Client Services Executive to join their team. The successful candidate will have great communications skills and attention to detail.Role Duties Include: The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers ...
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Client Service Executive
3 weeks ago
Dublin, Dublin City, Ireland 360 Search Full timeYour new company A leading global insurance and risk advisory firm with a strong presence in Ireland, committed to delivering innovative solutions for clients across multiple industries. Your new role As a Client Service Executive, you will: Manage a portfolio of large and global clients, ensuring superior service delivery. Handle renewals, mid-term...
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Client Services Executive
3 weeks ago
Dublin, Dublin City, Ireland Walfrid Private Full timeCompany Overview: Walfrid Private is a Wealth Management firm based in Ballymount in Dublin 12. We assist Irish Company Directors, Business Owners and Entrepreneurs to reduce costs, reduce taxes and improve both business and personal financial performance. Walfrid Private implement strategic plans with their clients to ensure they achieve financial...
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Client Services Executive
3 weeks ago
Dublin, Dublin City, Ireland Walfrid Private Limited Full time3 days ago Be among the first 25 applicantsCompany OverviewWalfrid Private is a Wealth Management firm based in Ballymount in Dublin 12. We assist Irish Company Directors, Business Owners, and Entrepreneurs to reduce costs, reduce taxes, and improve both business and personal financial performance.Walfrid Private implements strategic plans with their clients...
