Client Service Executive

Our client is a leading private wealth firm and is seeking a Client Service Executive to join it's expanding Dublin team. Responsibilities: Client portfolio end-to end administration 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 ...