Client Services Executive
Morgan McKinley Dublin
Our client, a leading Irish wealth management and financial advisory firm, is seeking a Client Service Executive to join their growing team. This is an excellent opportunity to support advisers while gaining exposure to a broad range of wealth management, pensions, and investment services.
Requirements- Degree in Business, Finance, or a related discipline
- 2-3 years' experience in a similar role within a financial advisory firm or life & pensions broker
- QFA qualified or working towards qualification
- Knowledge of AML and compliance requirements
- Strong attention to detail and numerical ability
- Excellent written and verbal communication skills
- Ability to work independently and as part of a team
- Manage end-to-end administration of client portfolios
- Support annual portfolio reviews and prepare valuations
- Process new business across pensions, protection, and investment products
- Liaise with product providers to ensure timely processing of applications
- Communicate with clients regarding portfolios and applications
- Assist advisers in meeting regulatory and compliance requirements
FRS RecruitmentDublin
Key responsibilities include:
• Acting as the first point of contact for clients (phone and in-person)
• Managing general administration (post, scanning, document processing)
• Supporting accounts tasks (payments, receipts, credit control...
Morgan McKinleyDublin
an exceptional service experience. You will work closely with senior teams across investments, research, trading, and client services.
Requirements
• Minimum 2 years' experience working with private clients within banking or wealth management
• Strong...
RecruitersDublin
Senior Commercial Lines Account executive - Client Service
Location: Dublin
Type: Permanent
Category: Insurance
Salary:
What's on offer:
• Hybrid model - 3 days on site
• Flexible working hours
• Company pension
• Education support & paid III...