Salary Competitive salary and benefits package
Date Opened 09/03/2026
Job Type Full time
Work Experience 1-3 years
City Dublin
Province Dublin
Country Ireland
Postal Code D
About Us
Elevate Partners is a boutique Search Firm dedicated to Financial Services appointments across Europe.
Covering sectors such as:
Accounting and Finance
Asset and Wealth Management
Aircraft Leasing
Energy and Infrastructure
ESG and Sustainability
Investment Banking
Private Equity
Risk and Compliance
Job Description
Our client is a leading Wealth Management firm who are looking to hire a
Client Service Executive
to join their team in Dublin.
This is a key role and the successful candidate will be expected to ensure an exceptional level of service is delivered.
Responsibilities of this
Client Service Executive
Job:
The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers.
Acting as first point of contact to clients, dealing promptly and efficiently with client queries.
Assist with administrative tasks involved with planning and preparation of various client events and conferences.
Provide on-site support and hospitality at such events.
Updating and monitoring the CRM system on an ongoing basis.
Preparation of investment presentations and collation of documentation for client meetings.
Requirements of this
Client Service Executive
Job:
A minimum of 1 year experience working in an administrative position within financial services
Degree or Masters level in Business/Finance related area
A high level of proficiency in MS Work, Excel, Outlook and PowerPoint
Excellent attention to detail
Excellent organisational skills
This is an excellent opportunity for someone who is looking to kickstart their career in the Wealth Management space.
For more information on this
Client Service Executive
job or to discuss in more detail, contact Aoife Stokes at ****** or apply directly below.
#J-*****-Ljbffr