Client Service Executive

Elevate Partners; Dublin; On-site; EUR 35,000 - 55,000; Full time

Job summary

Elevate Partners in Dublin seeks a Client Service Executive to support the expanding wealth management team. The role offers a pathway to develop expertise in private wealth services and pension, protection, and investment product processing.

The successful candidate will coordinate with advisers, manage end-to-end portfolio administration, and conduct regular reviews while maintaining high standards of client communication and compliance.

Qualifications

• BA (Hons) Degree within a Business or Finance related discipline.
• Relevant experience in a similar role, within a Financial Advisory firm or Life & Pensions broker is essential
• QFA qualification or progressing towards this qualification
• Demonstrate a high degree of energy, enthusiasm and flexibility
• Ability to work independently and as part of a team

Responsibilities

• Client portfolio end-to end administration
• Annual portfolio reviews and valuations
• Managing new and existing business and coordinating with product providers to ensure prompt processing of pension, protection and investment products across both pre and post-retirement structures
• Communicating with clients regarding their portfolios and new applications in an effective and timely manner
• Working with and supporting advisers in meeting regulatory compliance requirements

Skills

Energy & flexibility

Independent & team player

Client communication

Education

BA in Business or Finance

Job description

Our client is a leading private wealth firm and is seeking a Client Service Executive to join it's expanding Dublin team.

This is an excellent opportunity for someone who is looking to develop their career in the Wealth Management space.

Responsibilities:

• Client portfolio end-to end administration
• Annual portfolio reviews and valuations
• Managing new and existing business and coordinating with product providers to ensure the prompt processing of pension, protection and investment products across both pre and post-retirement structures
• Communicating with clients regarding their portfolios and new applications in an effective and timely manner
• Working with and supporting advisers in meeting regulatory compliance requirements

Requirements:

• BA (Hons) Degree within a Business or Finance related discipline
• Relevant experience in a similar role,within a Financial Advisory firm or Life & Pensions broker is essential
• QFA qualified or progressing towards this qualification
• Demonstrate a high degree of energy, enthusiasm and flexibility
• Ability to work independently and as part of a team