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Client Services Executive

Client Services Executive

Elevate PartnersDublin, D, ie
6 days ago
Job description

Our client is a leading Wealth Management firm who are looking to hire a Client Services Executive to join their team in Dublin.

Responsibilities of this Client Services Executive Job :

  • Client portfolio end-to end administration
  • Annual portfolio reviews and valuations
  • Processing new business, communicating, and interacting with product producers to ensure prompt processing of applications. This applies to pre & post retirement pension structures, protection benefits & investment portfolios
  • Communicating with clients regarding their portfolios and new applications in an effective and timely manner

Requirements of this Client Services Executive Job :

  • BA (Hons) Degree within a Business or Finance related discipline
  • A minimum of 2-3 years relevant experience in a similar role, preferably within a Financial Advisory firm or Life & Pensions broker is essential
  • QFA qualified or progressing towards this qualification
  • Excellent verbal and written communication skills
  • Ability to work independently and as part of a team

    • This is an excellent opportunity for someone who is looking to develop their career in the Wealth Management space.

    For more information on this Client Services Executive job or to discuss in more detail, contact Aoife Stokes at  or apply directly below.

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    Client Service Executive • Dublin, D, ie