Client Services Executive

1 month ago


Dublin, Ireland Elevate Partners Full time
Our 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
  • Acting as the first point of contact to clients; dealing promptly and efficiently with client’s queries
  • Updating and monitoring the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for our client
  • Management of follow up activities from client meetings; completion of minutes of meetings and monitoring completion of tasks


Requirements
  • A minimum of 1 year experience working in an administrative position
  • Degree or Masters level in Business/Finance related area
  • A high level of proficiency in MS Word, Excel, Outlook and PowerPoint
  • Excellent attention to detail
  • Excellent organisational skills


BenefitsOn offer is a competitive salary and benefits package with the opportunity to join a well-established brand.
Please apply through the link provided or get in touch with Aoife Stokes via  to schedule a confidential phone call.



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