Client Services Executive Our client is seeking a full-time Client Service Executive to join its growing work force within the Republic of Ireland.

This is an exciting opportunity to gain experience in the private wealth management sector.

The successful candidate must be a driven, high energy, customer service focused individual that can work well with internal and external stakeholders at all levels.

Roles & Responsibilities

Client portfolio end-to end administration. This involves annual portfolio reviews and valuations, processing new business, communicating, and interacting with product producers to ensure prompt processing of applications.
  • Communicating with clients regarding their portfolios and new applications in an effective and timely manner.
  • Working with and supporting advisors in meeting regulatory compliance requirements.
Qualifications/Experience Required
  • 2+ years experience within a similar role, preferably within a Financial Advisory firm or Life & Pensions Broker.
  • QFA qualified or progressing towards this qualification.
  • BA (Hons) Degree within a Business or Finance related discipline.
Skills & Personal Qualities
  • Ability to manage own workload while prioritising effectively and efficiently.
  • Excellent verbal and written communication skills.
  • Microsoft Word, Excel, and Outlook (Intermediate).
  • Ability to work independently and as part of a team.
For more information, please contact Cathal Breathnach on 01-6991200 or email Appy Now

Key Job Specs

  • Listed: 14 Jun 2024
  • Location: Dublin South
  • Work Type: Permanent / Full Time

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