Client Services Executive

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Senior Recruitment Consultant at Elevate Partners

Our client, a leading Wealth Management firm, is currently looking to hire a Client Service Executive to join their team. The successful candidate will have great communication skills and attention to detail. Key Responsibilities:

• The provision of general administrative support to a team of Directors, Associate Directors, and Senior Private Client Advisers.
• Acting as the first point of contact to clients; dealing promptly and efficiently with client queries.
• Updating and monitoring the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for our client.
• Assisting with administrative tasks involved with planning and preparation of various client events and conferences; providing on-site support and hospitality at such events.

Requirements:

• A minimum of 1 year of experience working in an administrative position.
• Degree or Masters level in a Business/Finance-related area.
• A high level of proficiency in MS Word, Excel, Outlook, and PowerPoint.
• Excellent attention to detail.

On offer is a competitive salary and benefits package along with the opportunity to join a leading firm. Please apply through the link provided or get in touch with Aoife Stokes at astokes@elevatepartners.ie to schedule a confidential phone call.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance

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