At Davy, it's the unique talents of all our people that have been the foundations of our success for 100 years. As we continue to grow, so do you. Because you are not just part of our team - you are a key player in shaping our future. Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and domestic & international institutional investors. Our culture is shaped around three values: client success, one Davy, and building a proud legacy. As part of a team of over 900, you will be encouraged to learn and grow both professionally and personally.
About The Role
An exciting opportunity has opened up for a Client Service Executive to join Davy. In the role the successful candidate will be responsible for the following:
Provide general administrative support to a team of Directors, Associate Directors, and Senior Private Client Advisers.
Act as the first point of contact to clients and handle client queries promptly and efficiently.
Prepare investment presentations and collate documentation for client meetings; audit the customer relationship management system to ensure accurate and compliant records.
Manage follow-up activities from client meetings, complete minutes of meetings and monitor the completion of tasks.
Update and monitor the CRM system on an ongoing basis; prepare documentation to comply with data‑management legislation for clients.
Facilitate client requests by liaising with internal departments to ensure operational procedures and compliance obligations are met; act as the primary point of contact with all internal departments.
Manage reporting and operation of tasks in conjunction with other team members; implement and communicate company practice in carrying out tasks.
Liaise with Tax Advisers, Solicitors, Brokers and Life Offices on behalf of servicing our clients.
Assist with administrative tasks for planning and preparation of client events and conferences; provide on‑site support and hospitality. Occasional out of office hours.
Participate in interdepartmental projects to identify best practice to enhance service of our clients; facilitate deployment and communication of new applications to the team.
Work with the team on the completion and follow‑up of Investor Policy Statements.
Contribute in company campaign workshops.
Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.
Requirements
Minimum of 1 year of experience in an administrative position.
Degree or Masters level in Business/Finance related area.
High proficiency in MS Word, Excel, Outlook and PowerPoint.
Flexible, positive attitude towards work.
Excellent attention to detail.
Ability to work effectively as part of a team.
Professional telephone manner.
Excellent organisational skills.
Ability to prioritise own workload.
What We Offer
Health and Wellbeing – comprehensive Employee Assistance Programme (EAP) and mental health first aid; psychological safety, emotional wellbeing and support.
Reward and Recognition – competitive remuneration package including salary, bonus, pension and additional benefits.
Growth and Development – award‑winning Learning & Development function with professional and personal development opportunities.
Positive Workplace – inclusive, diverse environment with a flexible hybrid working model.
Values and Culture – exceptional client outcomes delivered by a world‑class team underpinned by Davy values: One Team, Client Success, Proud Legacy.
Important Information
Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if you don't meet all of the requirements outlined in the job description, we encourage you to apply. Appointment to this role is subject to the candidate's eligibility to work in Ireland.
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