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Client services coordinator – private wealth

Dublin
Davy Group
Client services coordinator
Posted: 20h ago
Offer description

A financial services company in Dublin is seeking a Client Service Executive to provide administrative support to Directors and Advisers. The role involves handling client inquiries, preparing investment documentation, and ensuring accurate records in compliance with regulations. Ideal candidates should possess a Business or Finance degree, have at least one year of administrative experience, and be proficient in Microsoft Office tools. This position offers opportunities for growth and supports a positive, flexible work culture.
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