Client Services Executive
4 weeks ago
Company 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 independence sooner than they ever imagined possible by structuring long term bespoke financial cashflows. We work with clients nationwide, to ensure Wealth Development through multi-channel cashflows that are structured tax efficiently. Role Overview: We a looking to add a motivated Client Services Executive to our team. Reporting to the Business Development Manager, the successful candidate will be responsible for a number of different areas of the business including customer service, office administration and some personal assistant duties to the CEO. Duties: Customer Service Serve as the first point of contact for all new client enquiries via phone, providing a professional and welcoming introduction to Walfrid Private. Proactively engage with new and potential clients to invite them to weekly webinars and introduce them to our offering. Work closely with the Business Development Manager to identify and qualify high-potential leads and high-net-worth individuals. Coordinate and schedule follow-up meetings for the Business Development Manager and occasionally our team of Financial Advisors as required. Office Administration Oversee day-to-day office operations including ordering and maintaining stationery, office supplies, and equipment to ensure a well-stocked and efficient workspace. Liaise with suppliers and service providers to coordinate office maintenance and resolve any facility-related issues promptly. Greet and welcome clients and guests upon arrival, ensuring a professional and positive first impression at reception. Manage the scheduling and coordination of all internal meeting rooms, including setup and preparation. Assist with the management of events run by the company. Personal Assistant Ad hoc personal assistance to CEO, handling errands and tasks as needed. Assist with the management of CEOs calendar, confirming appointments with clients in advance. Book travel for CEO when needed, including flights, accommodation, and transport. Skills & Experience: A minimum of 5 years experience in a client/customer services role in a professional environment. A background in dealing with customers both over the phone and face-to-face. Prior experience in financial services is beneficial but not required. Must have own transport. Skills: Client Services Customer Skills Sales Benefits: Pension Fund Group Life Assurance
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Corporate Client Executive
1 week 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
2 weeks 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
2 weeks 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 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
3 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
5 days ago
Dublin, Dublin City, Ireland beBee Careers Full timeAs a Customer Service Professional, you will have the opportunity to make a significant impact on the organization by providing exceptional customer service and support. This role requires an individual who is highly motivated, possesses excellent communication skills, and has a strong passion for delivering outstanding results.The Customer Service Executive...
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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
2 days ago
Dublin, Dublin City, Ireland beBee Careers Full timeThis exciting opportunity allows you to develop your skills and experience in a dynamic and fast-paced environment. As an account executive, you will play a crucial role in delivering exceptional customer service and building strong relationships with clients.Job SummaryAs an account executive, you will be responsible for managing replacement car hire needs,...
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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...
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Client Service Executive
1 week ago
Dublin, Dublin City, Ireland Davy Group Full timeAbout us From day one, you'll notice there is something special about working at Davy.Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland's future business leaders.Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of...
