Client Services Executive

Walfrid Private Limited; Dublin; On-site; EUR 42,000 - 64,000; Full time

Benefits offered by this job

22 days leave

Birthday off

Company pension

Income protection

Job summary

Walfrid Private in Dublin 12 seeks a Client Servicing Executive to focus on servicing existing clients—handling queries, resolving issues and managing ongoing casework with precision and speed.

You will be the first point of contact for client-related requests and responsible for ensuring queries are followed up and closed efficiently, with a strong emphasis on accuracy in life/pension/document updates.

Qualifications

• Experience in life, pension or investment administration in a brokerage or life company.
• Strong knowledge of life/pension/Investment products available in the Irish market.
• Excellent problem-solving skills.
• Strong organisation skills and ability to manage multiple queries.
• Shorter working week with a half day every Friday.
• Company pension and income protection with death in service from day one.
• 22 days annual leave plus your birthday off.

Responsibilities

• Act as the primary contact for incoming queries from existing clients.
• Provide clear, accurate responses and aim for same-day turnaround.
• Handle servicing tasks for life, pension and investment products including policy updates, amendments and fund switches.
• Investigate and resolve client servicing issues by liaising with life companies and internal teams.
• Prepare review documentation, policy summaries and updated valuations when required.
• Maintain accurate records on the CRM and track progress on open cases.
• Collaborate with Advisors, Paraplanners and Operations to support seamless execution.

Skills

Life & Pension

Investment knowledge

Problem solving

Organisation

Query management

Tools

CRM software

Job description

Walfrid Private is a growing Wealth Management firm based in Ballymount, Dublin 12. We partner with Irish Company Directors, Business Owners and Entrepreneurs to help them reduce costs, reduce taxes and build long-term financial security. Our business is built on high-quality advice and exceptional execution.

Role Overview

We are seeking a Client Servicing Executive to join our team. This role focuses entirely on servicing existing clients - handling incoming queries, resolving issues and managing ongoing case work with precision and speed. You will be the first point of contact for client-related requests and responsible for ensuring queries are followed up and closed efficiently.

Key Responsibilities

• Act as the primary contact for incoming queries from existing clients
• Provide clear, accurate responses and aim for same-day turnaround
• Handle servicing tasks for life, pension and investment products including policy updates, amendments and fund switches
• Investigate and resolve client servicing issues by liaising with life companies and internal teams
• Prepare review documentation, policy summaries and updated valuations when required
• Maintain accurate records on the CRM and track progress on open cases
• Collaborate with Advisors, Paraplanners and Operations to support seamless execution

Skills & Experience Required

• Previous experience in life, pension or investment administration in a brokerage or life company environment
• Strong working knowledge of life, pension and protection products available in the Irish market
• Excellent problem-solving skills
• Strong organisation skills and ability to manage multiple queries at once
• Shorter working week with half day every Friday
• Company pension
• Income protection and death in service from day one
• 22 days annual leave plus your birthday off