About the job
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