Client Services Executive

Prosperous Financial; Dublin; Hybrid; EUR 42.000 - 60.000; Vollzeit

Benefits dieser Stelle

Remuneration package

Bonus structure

Hybrid work model

25 days annual leave

Employer pension contributions up to ?

Income Protection

Death In Service

Great Place to Work recognition

Zusammenfassung

Prosperous Financial is seeking a Client Services Executive to join our team in Dublin. You will handle client enquiries, process transactions, and support our financial advisors in delivering effective financial planning solutions.

Key responsibilities include managing client relationships, coordinating with internal teams, maintaining accurate CRM records, and ensuring regulatory compliance. A client-centric mindset and strong communication are essential for success.

Qualifikationen

• QFA certification required.
• Bachelor’s degree in finance, business or related field.
• 2-3 years of client services experience in financial planning or services.
• Strong understanding of financial products, services and regulations.
• Excellent communication and interpersonal skills with a client-centric approach.
• High attention to detail and strong organisational skills.
• Proficiency in CRM software (Online Application, Voyant, Microsoft Office).

Aufgaben

• Serve as the primary point of contact for client enquiries and requests, ensuring timely and accurate responses.
• Build and maintain strong relationships with clients, focusing on delivering an exceptional customer experience.
• Conduct regular follow-ups to ensure client satisfaction and address any additional service needs.
• Work closely with financial advisors and planners to prepare documents, process applications and manage client files.
• Coordinate with internal departments to ensure a smooth journey and effective service delivery.
• Engage with advisors in fulfilling clients' recommendations and following up on actions.
• Process account openings, applications, updates, transfers, top ups and other administrative tasks.
• Maintain and update client records in the CRM, ensuring data integrity and compliance with company policies.
• Handle document management, including filing, organising and retrieving documents as required.
• Ensure all client service activities comply with relevant industry regulations and company policies.
• Support internal audits and compliance checks as required.
• Prepare and send regular communications to clients, including updates, statements and account summaries.
• Respond to clients in an efficient response time.
• Assist in generating custom reports for clients as requested.

Kenntnisse

Excellent communication

Attention to detail

Organisational skills

Ausbildung

QFA (Qualified Financial Adviser) certification

Bachelor’s degree in finance, business, or related field

2-3 years client services experience

Tools

Online Application CRM

Voyant

Microsoft Office Suite

Jobbeschreibung

Job Title: Client Services Executive

Reporting to: Client Services & Paraplanning Manager

Department: Product

About Prosperous Financial

At Prosperous Financial, we empower individuals and households to make confident, informed financial decisions. Our client-first approach blends expert advice with personalised planning across pensions, investments, mortgages and succession strategies. We pride ourselves on clarity, integrity and a deep commitment to long term relationships.

We believe great advice changes lives and we’re proud to foster a workplace where trust, growth and shared success are at the heart of everything we do. Our values - Client Centric, Transparency, Integrity and Clarity, shape our culture, drive our standards and guide how we work.

About The Role

Prosperous Financial has an exciting opportunity for a Client Services Executive to join our team.

The Client Services Executive plays a key role in providing exceptional service and support to clients within our firm. They are responsible for handling client enquiries, processing transactions and supporting our financial advisors in delivering effective financial planning solutions. This role requires strong communication, organisational skills and a client-focused mindset.

Key Responsibilities

Client Relationship Management

• Serve as the primary point of contact for client enquiries and requests, ensuring timely and accurate responses.

• Build and maintain strong relationships with clients, focusing on delivering an exceptional customer experience.

• Conduct regular follow-ups to ensure client satisfaction and address any additional service needs.

Support for Financial Advisors

• Work closely with financial advisors and financial planners to prepare documents, process applications and manage client files.

• Coordinate with internal departments to ensure a smooth journey and effective service delivery.

• Engage with advisors in fulfilling the clients recommendations and following up on pending actions or tasks.

Administrative and Operational Tasks

• Process account openings, applications, updates, transfers, top ups and other administrative tasks accurately and efficiently.

• Maintain and update client records in the CRM, ensuring data integrity and compliance with company policies.

• Handle document management, including filing, organising and retrieving documents as required.

Compliance and Regulatory Requirements

• Ensure all client service activities comply with relevant industry regulations and company policies.

• Support internal audits and compliance checks as required.

Client Communications and Reporting

• Prepare and send regular communications to clients, including updates, statements and account summaries.

• Respond to clients in an efficient response time.

• Assist in generating custom reports for clients as requested.

Skills And Experience

• QFA (Qualified Financial Adviser) certification

• Minimum of 2-3 years of experience in a client services role, preferably within a financial planning or financial services environment

• Bachelor’s degree in finance, business, or a related field

• Strong understanding of financial products, services and industry regulations

• Excellent communication and interpersonal skills with a client-centric approach

• High attention to detail and strong organisational skills

• Proficiency in CRM software preferably Online Application, Voyant and Microsoft Office Suite (Excel, Word, PowerPoint)

Why work with us

• Excellent remuneration package and competitive bonus structure

• Hybrid, flexible working model (4 days from home / 1 day in office)

• 25 days annual leave

• Employer pension contributions up to 10%

• Income Protection

• Death In Service

• Recognised as a Great Place to Work 2024-2026 and a Best Workplace 2025