Senior Client Support Specialist

7 days ago

Dublin, Dublin City, Ireland beBeeClient Full time €40,000 - €50,000
Job Description

As a Client Service Executive, you will play a vital role in providing exceptional support to our team of Directors, Associate Directors, and Senior Private Client Advisers. Your primary responsibility will be to ensure seamless client communication, delivering tailored solutions that meet their unique needs.

Key Responsibilities:

  • Provide administrative support to senior team members, including preparation of investment presentations and collation of documentation for client meetings.
  • Act as the first point of contact for clients, dealing promptly and efficiently with their queries and concerns.
  • Manage follow-up activities from client meetings, ensuring accurate records and supporting documents are maintained.
  • Collaborate with internal departments to facilitate client requests, executing tasks and implementing company practices.

Additional responsibilities include updating and monitoring the CRM system, preparing documentation to comply with legislative requirements, and participating in interdepartmental projects to enhance client servicing.

Required Skills & Qualifications

We seek candidates with a minimum of 1 year of experience working in an administrative position, holding a degree or masters-level qualification in a business or finance-related area.

Essential skills include:

  • High proficiency in MS Office, particularly Word, Excel, Outlook, and PowerPoint.
  • Flexible attitude towards work, with excellent attention to detail and organizational skills.
  • Ability to work effectively as part of a team, prioritizing own workload and communicating professionally via phone.
What We Offer

Our organization is committed to fostering a culture of growth and development, offering a range of benefits and experiences to support your professional and personal growth.

These include:

  • Training support provided by a dedicated Learning & Development Team.
  • Extensive sports and social programs, including free on-site gym and fitness studio access.
  • Flexible working options, employee assistance program, enhanced leave options, and social and community care initiatives.

As a member of our team, you will have opportunities to develop your skills, advance your career, and contribute to our shared vision of delivering exceptional client outcomes.

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