Wealth Client Services Executive – Dublin

Elevate Partners; Dublin; On-site; EUR 42,000 - 56,000; Full time

Benefits offered by this job

Benefits package

Job summary

Elevate Partners is seeking a Client Service Executive to join its expanding Dublin team. You will manage annual portfolio reviews, coordinate with providers, and keep clients informed about their portfolios and new applications.

This role requires a BA (Hons) in Business/Finance and a QFA or progress toward it, with 1-3 years of experience in a financial advisory or pensions context. You’ll work independently and with advisers to ensure compliance and timely service.

Qualifications

• BA (Hons) in Business or Finance is required.
• QFA or progressing toward it is essential.
• Demonstrate energy, enthusiasm and flexibility.

Responsibilities

• Conduct annual portfolio reviews and valuations.
• Coordinate with product providers to process pension, protection and investment products.
• Communicate with clients about portfolios and new applications.
• Support advisers to meet regulatory requirements.

Skills

Client communication

Teamwork

Independent work

Energetic/enthusiastic

Education

BA (Hons) in Business or Finance

QFA qualification or progress

Job description

Elevate Partners is seeking a Client Service Executive to join its expanding Dublin team. You will manage annual portfolio reviews, coordinate with providers, and keep clients informed about their portfolios and new applications.

This role requires a BA (Hons) in Business/Finance and a QFA or progress toward it, with 1-3 years of experience in a financial advisory or pensions context. You’ll work independently and with advisers to ensure compliance and timely service.