Client Support Specialist
2 weeks ago
About Us
">Davy is committed to fostering an inclusive and diverse workplace, valuing diversity in background and experience.
">We review all applications received and strive to create an accessible environment for everyone.
">As an equal opportunities employer, we encourage applicants from diverse backgrounds to apply.
">About the Job
">We are seeking a Client Service Executive, Associate to join our Wealth Management division.
">The successful candidate will provide administrative support to a team of Associate Directors and Senior Private Client Advisers.
">The role involves acting as the first point of contact for clients, dealing promptly and efficiently with their queries, and assisting in delivering departmental projects.
">Additionally, the candidate will be responsible for collating documentation for client meetings, auditing customer relationship management systems, and managing follow-up activities from client meetings.
">About You
">We are looking for someone with excellent organizational skills, a flexible attitude towards work, and a professional telephone manner.
">A minimum of one year of experience in an administrative position, preferably in the financial services sector, is required.
">A degree or master's level in Business or Finance is desirable, along with proficiency in MS Office applications.
">What We Offer
">We provide a range of benefits and experiences to support your professional and personal growth, including training, flexible working options, and employee assistance programs.
">Our people-centric approach focuses on developing our employees to be their best, both professionally and personally.
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