Azmi Talent Solutions provided pay range
This range is provided by Azmi Talent Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
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Managing Director at Azmi Talent Solutions | Award Winning Recruiter | 30 Under 30 in Tech
Client Service Executive - Dublin
We’re hiring a Client Service Executive to support our client's high-performing Financial Planning team. If you thrive in a fast-paced, client-focused environment and have experience in a brokerage or life office setting, this is your opportunity to join a progressive, people-first financial services firm.
You'll be at the heart of the client journey managing key processes, supporting advisors, and ensuring a seamless service experience. This is a foundational role with real career potential!
What You’ll Be Doing
* Deliver day-to-day client service support to planners and private client managers
* Manage the full sales support process from pipeline to policy tracking
* Liaise with providers, process documentation, and manage CRM data
* Respond to client queries and maintain service excellence
* Prepare meeting packs, maintain records, and ensure compliance standards are met
* Take part in internal projects, team initiatives, and regular review cycles
* Attend functions and events to support relationship development
What You’ll Bring
* Experience in a brokerage or life office setting (essential)
* QFA qualified or currently working towards it
* Excellent attention to detail, organisation, and communication skills
* Comfortable with Microsoft Office and CRM/database systems
* A proactive, dependable attitude with a strong client service mindset
What’s on Offer
* Competitive salary and full benefits package
* Flexible working options
* Long-term development pathway with career progression
* Engaging, values-led team culture with strong internal support
If you’re looking to build your future in financial services while making a difference for clients every day, apply today or reach out to Skai via skai@azmitalentsolutions.com!
We are proud to be an equal opportunity employer, fostering a diverse and inclusive workplace for all.
Seniority level
* Seniority level
Associate
Employment type
* Employment type
Full-time
Job function
* Job function
Finance, Sales, and Customer Service
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