Client Service Executive
Posted 1 day 17 hours ago by Elevate Partners
Permanent
Full Time
Other
Dublin, Ireland
Job Description
- Salary Competitive salary and benefits package
- Date Opened 21/09/2026
- 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 Executiveto join it's 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,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.