Client Services Executive

Our client, a leading Irish wealth management and financial advisory firm, is seeking a Client Service Executive to join their growing team. This is an excellent opportunity to support advisers while gaining exposure to a broad range of wealth management, pensions, and investment services.

Requirements

• Degree 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 working towards qualification
• Knowledge of AML and compliance requirements
• Strong attention to detail and numerical ability
• Excellent written and verbal communication skills
• Ability to work independently and as part of a team

Key Responsibilities

• Manage end-to-end administration of client portfolios
• Support annual portfolio reviews and prepare valuations
• Process new business across pensions, protection, and investment products
• Liaise with product providers to ensure timely processing of applications
• Communicate with clients regarding portfolios and applications
• Assist advisers in meeting regulatory and compliance requirements