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 astokes@elevatepartners.ie or apply directly below.

Kỹ năng yêu cầu

End-to-end client portfolio administrationAnnual portfolio reviews and valuationsPensions and pre/post-retirement product knowledgeProtection product knowledgeInvestment product knowledgeCoordination and liaison with product providersClient communication and relationship managementSupporting advisers with regulatory complianceExperience working in Financial Advisory or Life & Pensions brokingQFA qualification or working towards QFAAbility to work independently and collaboratively in a teamAdaptability, energy and flexibility

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