Client Services Executive

My client is a large, well-established wealth management firm based in South Dublin. They are currently seeking a Client Service Executive to join their team and support the continued growth of the business. This role presents an excellent opportunity to join a highly successful and dynamic organisation.

Key Responsibilities

• End-to-end administration of client portfolios

• Annual portfolio reviews and valuations

• Processing new business across pensions (pre & post retirement), investments, and protection products

• Liaising with insurance providers to ensure timely application processing

• Communicating effectively with clients regarding portfolios and applications

• Supporting advisers with regulatory and compliance requirements, including AML

Education & Experience

• BA (Hons) in Business, Finance, or a related discipline

• 2-3 years' experience in a similar role within a Financial Advisory firm or Life & Pensions Broker

• QFA qualified or actively working towards qualification

• Working knowledge of AML and compliance requirements

Skills & Attributes

• Strong attention to detail and numeracy skills

• Excellent written and verbal communication

• Ability to manage and prioritise workload independently

• Intermediate proficiency in Microsoft Word, Excel, and Outlook

• Proactive, organised, flexible, and a strong team player