Client Services Executive required for our client based out in Sandyford. Our client specialises in employee benefit consultancy and private wealth management and has over 30 years’ experience advising companies and personal investors.  

Role & Key Responsibilities:

Client portfolio end-to end administration. This involves annual portfolio reviews and valuations, processing new business, communicating, and interacting with product producers (generally major insurance companies) to ensure prompt processing of applications. This applies to pre & post retirement pension structures, protection benefits & investment portfolios.

Communicating with clients regarding their portfolios and new applications in an effective and timely manner.

Working with and supporting advisors in meeting regulatory compliance requirements.

Education, Qualifications & Experience:

• BA (Hons) Degree within a Business or Finance related discipline.
• A minimum of 2-3 years’ relevant experience within a similar role, preferably within a Financial Advisory firm or Life & Pensions Broker.
• QFA qualified or progressing towards this qualification.
• Working knowledge of Anti-Money Laundering (AML) requirements and associated Compliance requirements.

Skills & Attributes:

• Ability to demonstrate a high level of attention to detail with a focus on numerical skills.
• Ability to manage own workload while prioritising effectively and efficiently.
• Excellent verbal and written communication skills.
• Microsoft Word, Excel, and Outlook (Intermediate).

Personal Qualities:

• Ability to work independently and as part of a team.
• Demonstrate a high degree of energy, enthusiasm, and flexibility.
• Numeracy and excellent organisation skills are essential for this position.
• Successful candidates are likely to be confident multi-taskers with a good work ethic and a keen focus on attention to detail and quality

Looking for a new opportunity? Send your CV to annemarie@edenrecruitment.ie