Client Services Executive Dublin and Cork, Ireland

Uniting Holding; Dublin, Cork; Hybrid; EUR 40,000 - 52,000; Full time

Job summary

Unio seeks a Client Service Executive to join the Wealth Management division. Roles can be based in Dublin or Cork offices, with hybrid working. You will manage client portfolios, conduct annual reviews, process applications, communicate with clients, and support advisers to meet regulatory requirements.

The ideal candidate will have AML knowledge, QFA progression, and strong numeracy, organisation, and client communication skills. This is a dynamic role within a leading wealth management team.

Qualifications

• Experience in financial advisory firms or life & pensions brokers is essential.
• QFA qualification or progressing towards it.
• Working knowledge of AML requirements and compliance.

Responsibilities

• Client portfolio end-to-end administration.
• Annual portfolio reviews and valuations.
• Processing new & existing business, communicating with product producers to ensure prompt processing of applications.
• Communicating with clients regarding their portfolios in an effective and timely manner.
• Working with and supporting advisers in meeting regulatory compliance requirements.

Skills

Numeracy

Communication with clients

Attention to detail

Teamwork

Education

QFA qualification or progressing towards this qualification

Experience in Financial Advisory/L life & pensions broker

AML compliance knowledge

Job description

We are Unio, an established Wealth Management business backed by Great-West Lifeco, via its Irish subsidiary Irish Life Group.

Unio specialises in private wealth management and employee benefit consultancy and has over 30 years’ experience advising companies and personal investors.

With offices in Dublin, Cork, Limerick and Galway, Unio has €14 billion in assets under administration and advice.We advise more than 10,000 private clients in relation to wealth management.

A key component within Unio, the Wealth Management division oversees all client engagement including delivery of a unique outcome-based proposition to existing and prospective clients. This is delivered through the wealth management advisory team and supported by the client service function. The Wealth management team develop insightful thought leadership content and will lead and refine the capability of the wealth management advisory team.

Unio’s values are an important determinant of our future success and permeate all facets of our business including recruitment. They are

• Uncompromising Client Commitment
• Noble Endeavour
• Infinite Ambition
• One Unio

Role:

We are looking to recruit Client Service Executives to join a growing and dynamic team and be part of a business at the leading edge of Wealth Management in Ireland.

These roles can be based in our Dublin or Cork office.

Key Responsibilities:

• Client portfolio end-to end administration.
• Annual portfolio reviews and valuations.
• Processing new & existing business, communicating, and interacting with product producers to ensure prompt processing of applications. This applies to pre & post retirement pension structures, protection benefits & investment portfolios.
• Communicating with clients regarding their portfolios in an effective and timely manner.
• Working with and supporting advisers in meeting regulatory compliance requirements.

Education, Qualification & Experience:

• Experience in a similar role, preferably within a Financial Advisory firm or Life & Pensions Broker is essential.
• QFA qualified or progressing towards this qualification.
• Working knowledge of Anti-Money Laundering (AML) requirements and associated Compliance requirements.

Personal Qualities:

• Ability to work independently and as part of a team.
• Demonstrate a high degree of energy, enthusiasm, and flexibility.
• Numeracy and excellent organisation skills are essential for this position.
• Successful candidates are likely to be confident multi-taskers with a good work ethic and a keen focus on attention to detail and quality.

What’s in it for You!

At Unio, you join a genuinely supportive, collaborative team where ideas are shared openly, your voice is heard and colleagues are there to back your growth and celebrate your successes.

Attractive salary package, hybrid working, educational support, flexible working hours, and a good work life balance.