Client Service Executive

• 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

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 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
  

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.