Client Service Executive
Posted 8 hours 14 minutes ago by Elevate Partners
Permanent
Full Time
Other
Dublin, Ireland
Job Description
- Salary Competitive salary and benefits package
- Date Opened 09/03/2026
- Job Type Full time
- Work Experience 1-3 years
- City Dublin
- Province Dublin
- Country Ireland
- Postal Code D
Elevate Partners is a boutique Search Firm dedicated to Financial Services appointments across Europe. Covering sectors such as:
- Accounting and Finance
- Asset and Wealth Management
- Aircraft Leasing
- Energy and Infrastructure
- ESG and Sustainability
- Investment Banking
- Private Equity
- Risk and Compliance
Our client is a leading Wealth Management firm who are looking to hire a Client Service Executive to join their team in Dublin. This is a key role and the successful candidate will be expected to ensure an exceptional level of service is delivered.
Responsibilities of this Client Service Executive Job:
- The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers.
- Acting as first point of contact to clients, dealing promptly and efficiently with client queries.
- Assist with administrative tasks involved with planning and preparation of various client events and conferences. Provide on-site support and hospitality at such events.
- Updating and monitoring the CRM system on an ongoing basis.
- Preparation of investment presentations and collation of documentation for client meetings.
- A minimum of 1 year experience working in an administrative position within financial services
- Degree or Masters level in Business/Finance related area
- A high level of proficiency in MS Work, Excel, Outlook and PowerPoint
- Excellent attention to detail
- Excellent organisational skills
For more information on this Client Service Executive job or to discuss in more detail, contact Aoife Stokes at or apply directly below.