Client Service Executive
We are seeking experienced Client Service Executives to join a growing team in our Cork office. The ideal candidate will possess strong administrative skills, attention to detail, and excellent communication abilities.
Key Responsibilities:
* End-to-end administration of client portfolios
* Annual portfolio reviews and valuations
* Processing new business applications and interacting with product producers
* Communicating with clients regarding their portfolios and new applications
* Supporting advisers in meeting regulatory compliance requirements
Requirements:
* BA (Hons) Degree in Business or Finance related discipline
* Minimum 2-3 years' experience in a similar role within Financial Services
* QFA qualified or progressing towards this qualification
* Working knowledge of Anti-Money Laundering (AML) requirements
* Numerical skills and attention to detail