Client Service Executive

Company : Elevate Partners

Job Description - Client Service Executive

Our client is a leading Wealth Management firm who are looking to hire a Client Service Executive to join their team in Dublin. This is a key role and the successful candidate will be expected to ensure an exceptional level of service is delivered.

Responsibilities of this Client Service Executive Job:

The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers.
Acting as first point of contact to clients, dealing promptly and efficiently with client queries.
Assist with administrative tasks involved with planning and preparation of various client events and conferences. Provide on -site support and hospitality at such events.
Updating and monitoring the CRM system on an ongoing basis.
Preparation of investment presentations and collation of documentation for client meetings.

Requirements of this Client Service Executive Job:

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

This is an excellent opportunity for someone who is looking to kickstart 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.

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Client Service Executive

Job Description - Client Service Executive

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