Client Service Executive
Posted 18 days 19 hours ago by Elevate Partners
Permanent
Full Time
Other
Dublin, Ireland
Job Description
- Salary Competitive salary and benefits package
- Date Opened 22/06/2026
- 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 private wealth firm and is seeking a Client Service Executive to join its expanding Dublin team.
Responsibilities- Annual portfolio reviews and valuations
- Managing new and existing business and coordinating with product providers to ensure the prompt processing of pension, protection and investment products across both pre and post-retirement structures
- Communicating with clients regarding their portfolios and new applications in an effective and timely manner
- Working with and supporting advisers in meeting regulatory compliance requirements
- BA (Hons) Degree within a Business or Finance related discipline
- Relevant experience in a similar role, preferably within a Financial Advisory firm or Life & Pensions broker is essential
- QFA qualified or progressing towards this qualification
- Demonstrate a high degree of energy, enthusiasm and flexibility
- Ability to work independently and as part of a team
This is an excellent opportunity for someone who is looking to develop their career in the Wealth Management space.
For more information on this Client Service Executive job or to discuss in more detail, contact Aoife Stokes at or apply directly below.