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Client service executive

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

Salary Competitive salary and benefits package
Date Opened 03/02/2026
Job Type Full time
Work Experience 0-1 year
City Dublin
Province Dublin
Country Ireland
Postal Code D
About Us
Elevate Partners is a boutique Search Firm dedicated to Financial Services appointments across Europe.
Covering sectors such as:
Accounting and Finance
Asset and Wealth Management
Aircraft Leasing
Energy and Infrastructure
ESG and Sustainability
Investment Banking
Private Equity
Risk and Compliance
Job Description
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 ****** or apply directly below.
#J-*****-Ljbffr

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