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Client Service Executive
27 May 2025
Our client is a leading Wealth Management firm who are looking to hire a Client Service Executive to join their team in Dublin. This is a key role and the successful candidate will be expected to ensure an exceptional level of service is delivered.
Responsibilities of this Client Service Executive Job:
- Serve as the primary point of contact for client administrative and servicing queries, ensuring timely and professional resolution
- Support Relationship Managers in the onboarding of new clients, including completion of KYC/AML, due diligence, and account opening documentation
- Assist with administrative tasks involved with planning and preparation of various client events and conferences, provide on-site support and hospitality at such event
- Maintain accurate records across internal systems including CRM updates, documentation logs, and client correspondence
Requirements of this Client Service Executive Job:
- A minimum of 1 year experience working in an administrative position
- Degree or Masters level in Business/Finance related area
- A high level of proficiency in MS Work, Excel, Outlook and PowerPoint
- Excellent attention to detail
This is an excellent opportunity for someone who is looking to kickstart 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.