Description:
Our client a leading Wealth Management firm are currently looking to hire a Client Services Executive to join their team in Dublin. The successful candidate will have great communications skills and attention to detail.
Responsibilities:
- The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers
- Acting as the first point of contact to clients; dealing promptly and efficiently with client’s queries
- Updating and monitoring the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for our client
- Implementing and communicating company practice in carrying out tasks
- Management of follow up activities from client meetings; completion of minutes of meetings and monitoring completion of tasks
- Liaising with Tax Advisers, Solicitors, Brokers and Life Offices on behalf of servicing our client
Requirements:
- A minimum of 1 year of experience working in an administrative position
- Degree or Masters level in Business/Finance related area
- A high level of proficiency in MS Word, Excel, Outlook and PowerPoint
- An ability to work effectively as part of a team
- A professional telephone manner