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Client service executive

Elevate Partners
Client services executive
Posted: 5 February
Offer description

Our client is a leading Wealth Management firm who are looking to hire aClient Service Executiveto 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 thisClient Service ExecutiveJob:Serve as the primary point of contact for client administrative and servicing queries, ensuring timely and professional resolutionSupport Relationship Managers in the onboarding of new clients, including completion of KYC/AML, due diligence, and account opening documentationAssist with administrative tasks involved with planning and preparation of various client events and conferences, provide on-site support and hospitality at such eventMaintain accurate records across internal systems including CRM updates, documentation logs, and client correspondenceRequirements of thisClient Service ExecutiveJob:A minimum of 1 year experience working in an administrative positionDegree or Masters level in Business/Finance related areaA high level of proficiency in MS Work, Excel, Outlook and PowerPointExcellent attention to detailThis is an excellent opportunity for someone who is looking to kickstart their career in the Wealth Management space.For more information on thisClient Service Executivejob or to discuss in more detail, contact Aoife Stokes at or apply directly below.

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