Client Service Executive - 18month FTC

About the role

An exciting opportunity has opened up for a Client Service Executive to join the Institutional Consulting team within our Wealth Management division. This team works with a broad range of Irish institutions, including charities and credit unions. In the role, the successful candidate will be expected to fulfil the following tasks :

• 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, particularly on the telephone; dealing promptly and efficiently with client’s queries.
• Collation of documentation for client meetings; auditing customer relationship management system to ensure records and supporting documents are accurate & compliant in preparation of client meetings.
• Management of follow up activities from client meetings and monitoring completion of tasks.
• Updating and monitoring the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for our clients.
• Management of updates to all client documentation where necessary, including liaising with other internal departments as part of this process.
• Facilitate client requests by liaising with internal departments to ensure operational procedures and compliance obligations are met executing tasks; acting as the primary point of contact with all internal departments.
• Managing reporting and operation of tasks in conjunction with other team members; implementing and communicating company practice in carrying out tasks.
• Liaising with clients’ external advisers such as Accountants, Tax and Investment Advisers, on behalf of servicing our clients.
• Management of the onboarding process for new clients, including working with the team on the completion and follow up of all documents. Investor Policy Statement.
• Assist with administrative tasks involved with planning and preparation of various client events and conferences; provide on-site support and hospitality at such events. Occasional out of office hours.
• Participate in interdepartmental projects to identify best practice to enhance servicing our clients; facilitate deployment and communication of new applications to the team.
• Contribute in company campaign workshops.
• Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.

Requirements

About you

We are looking for somebody who has the following background and skills :

What we offer

We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage. Our benefits are not just a number. Yes, we offer competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage. But more than that, we focus on developing our people to be their best, professionally and personally.

Training support provided by award-winning Learning & Development Team, extensive sports & social programmes (including free on-site gym & fitness studio), flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives are just some of the ways our people can empower themselves to be their best.

Important Information

Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if you don’t meet all of the requirements outlined in the job description, we still encourage you to apply. We review all applications received. As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity to participate in the interview process. If you require any reasonable accommodations, please let us know, and we will do our best to make the necessary arrangements.

Appointment to this role is subject to the candidate's eligibility to work in Ireland.

Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role.

Davy Group is a member of the Bank of Ireland Group.