Client Service Executive

Elevate Partners; Dublin; On-site; EUR 42,000 - 56,000; Full time

Benefits offered by this job

Benefits package

Job summary

Elevate Partners is seeking a Client Service Executive to join its expanding Dublin team. You will manage annual portfolio reviews, coordinate with providers, and keep clients informed about their portfolios and new applications.

This role requires a BA (Hons) in Business/Finance and a QFA or progress toward it, with 1-3 years of experience in a financial advisory or pensions context. You’ll work independently and with advisers to ensure compliance and timely service.

Qualifications

• BA (Hons) in Business or Finance is required.
• QFA or progressing toward it is essential.
• Demonstrate energy, enthusiasm and flexibility.

Responsibilities

• Conduct annual portfolio reviews and valuations.
• Coordinate with product providers to process pension, protection and investment products.
• Communicate with clients about portfolios and new applications.
• Support advisers to meet regulatory requirements.

Skills

Client communication

Teamwork

Independent work

Energetic/enthusiastic

Education

BA (Hons) in Business or Finance

QFA qualification or progress

Job description

• Salary Competitive salary and benefits package
• Date Opened 21/09/2026
• 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 private wealth firm and is seeking a Client Service Executiveto join it's expanding Dublin team.

Responsibilities

• 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
  

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