Private Client Administrator

 

Description:

We are currently working with an international Wealth Management firm who are looking to hire a Private Client Administrator to join their team in Dublin. The successful candidate for this role will provide support to Financial Planners ensuring client satisfaction through direct contact with client, and other operational colleagues.

 

Responsibilities:

 

  • To work closely with the aligned Financial Planners and Directors to deliver excellent client outcomes to High-Net-Worth Clients.
  • Maintain back-office systems and client records in line with the company policies.
  • To be a role model and mentor to team members, a go-to person within the team.
  • Liaise with operational teams where support is provided on activities e.g., scripts, transfers, corporate actions, static data changes where applicable.

 

Requirements:

 

  • Previous experience in an Administrator role in Financial Services desirable
  • Experience working with Senior stakeholders
  • A strong ethic of client service
  • Excellent communication skills both written and verbal, influencing and organisational skill

Organization Elevate Partners
Industry Management
Occupational Category Private Client Administrator
Job Location Dublin,Ireland
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Intermediate
Experience 2 Years
Posted at 2024-11-11 5:05 pm
Expires on 2024-12-26