Client Services Executive

Company : Elevate Partners

Job Type : Full Time

Dublin, Ireland

Number of Applicants

:

000+

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Job Description - Client Services Executive

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 [email protected] or apply directly below.

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Client Services Executive

Job Description - Client Services Executive

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