Client Service Executive

Our client, a well-established wealth and investment management firm, is hiring a Client Service Executive for their Dublin office. This is a client-facing role at the centre of the client experience, owning the full client lifecycle for an investment management team and acting as the go-to contact for service and administration.

Responsibilities

• Build and maintain strong relationships with clients and internal stakeholders
• Own the end-to-end client lifecycle: account opening, onboarding, transfers, payments and account amendments
• Act as the first point of contact for clients and the \"go to\" person for administration queries
• Support quarterly portfolio valuation processes and client suitability requirements, including client summaries and welcome letters
• Handle more complex cases such as estate, deceased and probate matters
• Attend client meetings and lead discussions on administration matters
• Identify opportunities for process improvement and share best practice across the team

Ideal Candidate

• 2 to 5 years experience within a regulated financial services environment
• QFA or APA (held or working towards)
• Progression from a Client Service Administrator role, or equivalent external experience
• High attention to detail and strong organisational skills
• Excellent communication and interpersonal skills with a client-centric approach
• A bachelor's degree in finance or a business-related discipline is preferred

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