Direct message the job poster from Axiom Consultants
A leading name in the wealth management industry in Ireland is continuing to build out their team. As part of this expansion, they are now looking to recruit a Client Service Executive to join a growing and dynamic team and be part of a business at the leading edge of Wealth Management in Ireland.
This position can be based in their Dublin or Cork office.
Key Responsibilities:
* Annual portfolio reviews and valuations
* Processing new business, communicating, and interacting with product producers (generally major insurance companies) to ensure prompt processing of applications. This applies to pre & post-retirement pension structures, protection benefits & investment portfolios
* 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.
Education, Qualifications & Experience:
* A minimum of 2-3 years’ relevant experience in a similar role, preferably within a Financial Advisory firm or Life & Pensions Broker is essential
* QFA qualified or progressing towards this qualification
* Working knowledge of Anti-Money Laundering (AML) requirements and associated Compliance requirements
Skills & Attributes:
* Ability to demonstrate a high level of attention to detail with a focus on numerical skills
* Excellent verbal and written communication skills
* Ability to manage own workload while prioritising effectively and efficiently
* Microsoft Word, Excel, and Outlook (Intermediate).
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance, Sales, and Customer Service
* Industries
Banking, Financial Services, and Real Estate
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