Client Service Executive

• Salary: Competitive salary and benefits package
• Date Opened: 14/07/2026
• Job Type: Full time
• Work Experience: 1-3 years
• City: Dublin
• Province: Dublin
• Country: Ireland
• Postal Code: D

About Us

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

Job Description

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

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.