Client Service Executive

Our client is a leading private wealth firm and is seeking a Client Service Executive to join it's expanding Dublin team.

Responsibilities

• Client portfolio end-to end administration
• Annual portfolio reviews and valuations
• Managing new and existing business and coordinating with product providers to ensure the prompt processing of pension, protection and investment products across both pre and post-retirement structures
• Communicating with clients regarding their portfolios and new applications in an effective and timely manner
• Working with and supporting advisers in meeting regulatory compliance requirements

Requirements

• BA (Hons) Degree within a Business or Finance related discipline
• Relevant experience in a similar role,within a Financial Advisory firm or Life & Pensions broker is essential
• QFA qualified or progressing towards this qualification
• Demonstrate a high degree of energy, enthusiasm and flexibility
• 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 Service Executive job or to discuss in more detail, contact Aoife Stokes at [email protected] or apply directly below.