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Company Overview
Walfrid Private is a Wealth Management firm based in Ballymount in Dublin 12. We assist Irish Company Directors, Business Owners, and Entrepreneurs to reduce costs, reduce taxes, and improve both business and personal financial performance.
Walfrid Private implements strategic plans with their clients to ensure they achieve financial independence sooner than they ever imagined possible by structuring long-term bespoke financial cashflows. We work with clients nationwide to ensure Wealth Development through multi-channel cashflows that are structured tax efficiently.
Role Overview
We are looking to add a motivated Customer Services Executive to our team. Reporting to the Business Development Manager, the successful candidate will be responsible for customer service, office administration, and some personal assistant duties to the CEO.
Duties
Customer Service
* Serve as the first point of contact for all new client enquiries via phone, providing a professional and welcoming introduction to Walfrid Private.
* Proactively engage with new and potential clients to invite them to weekly webinars and introduce them to our offering.
* Work closely with the Business Development Manager to identify and qualify high-potential leads and high-net-worth individuals.
* Coordinate and schedule follow-up meetings for the Business Development Manager and occasionally our team of Financial Advisors as required.
Office Administration
* Oversee day-to-day office operations including ordering and maintaining stationery, office supplies, and equipment to ensure a well-stocked and efficient workspace.
* Liaise with suppliers and service providers to coordinate office maintenance and resolve any facility-related issues promptly.
* Greet and welcome clients and guests upon arrival, ensuring a professional and positive first impression at reception.
* Manage the scheduling and coordination of all internal meeting rooms, including setup and preparation.
* Assist with the management of events run by the company.
Personal Assistant
* Ad hoc personal assistance to CEO, handling errands and tasks as needed.
* Assist with the management of the CEO's calendar, confirming appointments with clients in advance.
* Book travel for the CEO when needed, including flights, accommodation, and transport.
Skills & Experience
* A minimum of 3 years experience in a client/customer services role in a professional environment.
* A background in dealing with customers both over the phone and face-to-face.
* Prior experience in financial services is beneficial but not required.
* Must have own transport.
Skills
Customer Service, Client Services, Sales, Administrator, Office Admin
Benefits
Pension Fund, Group Life Assurance
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Other
Industries
* Administrative and Support Services
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