Client Service Executive - BOS

Davy Group; Dublin; On-site; EUR 30,000 - 45,000; Full time

Job summary

A leading company in wealth management seeks a Client Service Executive to support its team and clients effectively. This role involves administrative duties, client interaction, and liaising with various departments to ensure compliance and excellent service delivery. A collaborative candidate with a business or finance background is preferred.

Benefits

Competitive salary

Annual performance-related bonus

Employer pension contribution

Flexible working options

Free on-site gym

Employee assistance programme

Enhanced leave options

Qualifications

• Minimum 1 year experience in an administrative position.
• Degree or Masters in Business/Finance.
• High proficiency in MS Office suite.

Responsibilities

• Provide administrative support to Directors and Senior Advisors.
• Act as the primary point of contact for client queries.
• Prepare documentation for client meetings and maintain CRM records.

Skills

Attention to detail

Organisational skills

Professional telephone manner

Teamwork

Proficiency in MS Word

Proficiency in Excel

Proficiency in Outlook

Proficiency in PowerPoint

Positive attitude

Ability to prioritise workload

Education

Degree or Masters in Business/Finance

Job description

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From day one, you’ll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland’s future business leaders.

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 in our Client Service Executive to join our Wealth Management division. In the role, the successful candidate will:

• The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers.
• Acting as the first point of contact to clients; dealing promptly and efficiently with client’s queries.
• Preparation of 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.
• Management of follow up activities from client meetings; completion of minutes of meetings and monitoring completion of tasks.
• Updating and monitoring 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.
• Managing reporting and operation of tasks in conjunction with other team members; implementing and communicating company practice in carrying out tasks.
• Liaising 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.
• Working 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

Requirements

About you

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

• A minimum of 1 year of experience working in an administrative position;
• Degree or Masters level in Business/Finance related area;
• A 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.

What we offer

We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage. Our benefits are not just a number. Yes, we offer competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage. But more than that, we focus on developing our people to be their best, professionally and personally.

Training support provided by award-winning Learning & Development Team, extensive sports & social programmes (including free on-site gym & fitness studio), flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives are just some of the ways our people can empower themselves to be their best.