Client Services Lead – Financial Planning (Hybrid)

Prosperous Financial; Dublin; Hybrid; EUR 42,000 - 60,000; Full time

Benefits offered by this job

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

Job summary

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.

Qualifications

• 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).

Responsibilities

• 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.

Skills

Excellent communication

Attention to detail

Organisational skills

Education

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

Job description

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.