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Wealth management client services executive (entry-level)

Dublin
Elevate Partners
Client services executive
Posted: 5 February
Offer description

A leading Wealth Management firm in Dublin is looking for a Client Service Executive. This role involves serving as the primary point of contact for client queries, supporting the onboarding of new clients, and maintaining accurate records. Candidates should have at least 1 year of experience in an administrative position, and a degree or masters level in a business or finance-related field. Proficiency in MS Word, Excel, Outlook, and PowerPoint, along with excellent attention to detail, is essential. This is an excellent opportunity to kickstart a career in Wealth Management.
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