Jobs
My ads
My job alerts
Sign in
Find a job Employers
Find

Client services executive

Dublin
Morgan Mckinley
Client services executive
Posted: 2 May
Offer description

Our client, a leading Irish wealth management and financial advisory firm, is seeking a Client Service Executive to join their growing team. This is an excellent opportunity to support advisers while gaining exposure to a broad range of wealth management, pensions, and investment services. Requirements Degree in Business, Finance, or a related discipline 2-3 years' experience in a similar role within a financial advisory firm or life & pensions broker QFA qualified or working towards qualification Knowledge of AML and compliance requirements Strong attention to detail and numerical ability Excellent written and verbal communication skills Ability to work independently and as part of a team Key Responsibilities Manage end-to-end administration of client portfolios Support annual portfolio reviews and prepare valuations Process new business across pensions, protection, and investment products Liaise with product providers to ensure timely processing of applications Communicate with clients regarding portfolios and applications Assist advisers in meeting regulatory and compliance requirements Skills: life pensions investments QFA APA

Apply
Create an E-mail Alert
Job alert activated
Saved
Save
Similar job
Client service executive
Dublin
Elevate Partners
Client services executive
Similar job
Client service executive
Dublin
Davy Group
Client services executive
Similar job
Client service executive
Dublin
Davy
Client services executive
Similar jobs
Morgan Mckinley recruitment
Morgan Mckinley jobs in Dublin
Service jobs in Dublin
jobs Dublin
jobs County Dublin
jobs Leinster
Home > Jobs > Service jobs > Client services executive jobs > Client services executive jobs in Dublin > Client Services Executive

About Jobijoba

  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2026 Jobijoba - All Rights Reserved

Apply
Create an E-mail Alert
Job alert activated
Saved
Save