Client Service Executive

Davy; Galway; Hybrid; EUR 30,000 - 40,000; Full time

Benefits offered by this job

Hybrid working model

Learning & development opportunities

Job summary

Davy is seeking a Client Service Executive to provide administrative support to a Directors team, manage client queries, and prepare materials for client meetings. You will maintain CRM records, handle follow-ups, and liaise with internal departments to ensure compliant processes.

A strong admin background and MS Office proficiency are essential. The role offers a hybrid working model, with opportunities for participation in client events and development within a supportive, inclusive

Qualifications

• Strong and proven administration background.
• High level of proficiency in MS Word, Excel, Outlook and PowerPoint.
• Flexible, positive attitude towards work.
• Excellent attention to detail.
• Ability to work effectively as part of a team.
• Professional telephone manner.
• Excellent organisational skills.
• Ability to prioritise own workload.

Responsibilities

• Provide general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers.
• Act as the first point of contact to clients; dealing promptly and efficiently with client queries.
• Prepare investment presentations and collating documentation for client meetings; auditing the CRM system to ensure records and supporting documents are accurate and compliant.
• Manage follow up activities from client meetings; minutes of meetings and monitoring completion of tasks.
• Update and monitor the CRM system on an ongoing basis; prepare documentation to comply with data management requirements for clients.
• Facilitate client requests by liaising with internal departments to ensure procedures and compliance obligations are met; act as the primary contact with internal departments.
• Manage reporting and operation of tasks in conjunction with team members; implement and communicate company practice.
• Liaise with Tax Advisers, Solicitors, Brokers and Life Offices on behalf of servicing clients.
• Assist with administrative tasks involved with planning and preparation of client events and conferences; provide on-site support and hospitality; occasional out of office hours.
• Participate in interdepartmental projects to identify best practices for servicing clients; deploy and communicate new applications to the team.
• Work with the team on Investor Policy Statement completion and follow up.
• Contribute in company campaign workshops.

Skills

Administration

MS Word

MS Excel

MS Outlook

MS PowerPoint

Attention to detail

Team player

Professional telephone manner

Education

Degree in Business/Finance related area

Tools

CRM system

Job description

About Us

At Davy, it's the unique talents of all our people that have been the foundations of our success for 100 years. As we continue to grow, so do you. Because you are not just part of our team - you are a key player in shaping our future.

At Davy, you are the difference. Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and domestic & international institutional investors.

Our culture is shaped around three values, which are at the heart of everything we do: client success, one Davy, and building a proud legacy. Sharing the same goals, we work together to deliver exceptional outcomes for our clients. As part of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally.

About The Role

An exciting opportunity has opened up for a Client Service Executive to join Davy. In the role, the successful candidate will:

• Provide general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers.
• Act as the first point of contact to clients; dealing promptly and efficiently with client's queries.
• Prepare investment presentations and collation of documentation for client meetings; auditing customer relationship management system to ensure records and supporting documents are accurate & compliant in preparation of client meetings.
• Manage follow up activities from client meetings; completion of minutes of meetings and monitoring completion of tasks.
• Update and monitor the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for our clients
• Facilitate client requests by liaising with internal departments to ensure operational procedures and compliance obligations are met executing tasks; acting as the primary point of contact with all internal departments.
• Manage reporting and operation of tasks in conjunction with other team members; implementing and communicating company practice in carrying out tasks.
• Liaise with Tax Advisers, Solicitors, Brokers and Life Offices on behalf of servicing our clients.
• Assist with administrative tasks involved with planning and preparation of various client events and conferences; provide on-site support and hospitality at such events. Occasional out of office hours.
• Participate in interdepartmental projects to identify best practice to enhance servicing our clients; facilitate deployment and communication of new applications to the team.
• Work with the team on the completion and follow up of Investor Policy Statement.
• Contribute in company campaign workshops.
• Comply with the Risk and Compliance frameworks, policies and procedures associated with the role

About you

We are looking for somebody who has the following background and skills;

• A strong and proven administration background with the below qualities
• High level of proficiency in MS Word, Excel, Outlook and PowerPoint
• A flexible, positive attitude towards work
• Excellent attention to detail
• An ability to work effectively as part of a team
• A professional telephone manner
• Excellent organisational skills
• An ability to prioritise own workload
• Degree in Business/Finance related area

Benefits

At Davy, our people are our biggest investment. In today's fast-moving world, we know it's important to feel secure and empowered. That's why Davy benefits support you through all of life's stages, offering health and wellness, flexible working options, flexible benefits allowance, learning and development opportunities, through to assisted retirement planning.

Health and Wellbeing

Psychological safety, emotional wellbeing and support are a priority at Davy. We offer a comprehensive Employee Assistance Programme (EAP) and mental health first aid. Our Sports & Social teams promote physical wellbeing and social connection.

Reward and Recognition

We offer a competitive remuneration package to include salary, bonus, pension and a host of additional benefits to protect you and your family when it matters most.

Growth and Development

Our award-winning L&D function supports you and your growth at Davy. We offer a comprehensive range of professional and personal development opportunities. Our culture supports learning, and we encourage you to explore more at Davy.

Positive Workplace

Our workplace is inclusive, diverse, and offers everyone a sense of belonging. We are flexible and continue to support a hybrid working model. You will get to be your best at Davy.

Values and Culture

Exceptional client outcomes delivered by a world class team, underpinned by our core Davy values - One Team, Client Success, and Proud Legacy.

Important Information

Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if you don't meet all of the requirements outlined in the job description, we still encourage you to apply. We review all applications received. As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity to participate in the interview process. If you require any reasonable accommodations, please let us know, and we will do our best to make the necessary arrangements.

Appointment to this role is subject to the candidate's eligibility to work in Ireland.

Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role.

Davy Group is a member of the Bank of Ireland Group.