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 astokes@elevatepartners.ie or apply directly below.