Client Services Associate
Full Time €55,000 - €65,000 / yearJob Overview
Our client, a leading private wealth advisory firm based in Dublin 2 is currently recruiting for a Client Services Associate to join their expanding team. We are looking for ambitious individuals who are curious, collaborative and want to assist the firm in achieving great outcomes their clients who are typically, high net worth individuals such as business owners, entrepreneurs, medical professionals and some of Ireland’s leading sports professionals.
As a Client Services Associate, the role will be varied, you will be working closely with the advisor group and senior leadership team.
Key Responsibilities
Your responsibilities will include:
- Assisting the advisor group with the completion of pension, protection & investment reviews for clients.
- Preparing account/ product applications for submission to the relevant provider.
- Liaising with both client & life companies throughout the new account/ product process through to completion.
- Ongoing client relationship management.
- Assisting the company meet its regulatory requirements.
- Other duties as assigned
Skills, Knowledge and Expertise
Essential Knowledge & Skills:
- QFA qualified or part-qualified (preferable)
- Excellent writing and communication skills
- Curious and interested in learning
- Strong attention to detail
- Can work unsupervised in your role and be a team player
- You should have confidence to challenge norms and present ideas for change
- Proficient in MS Word, Excel, and Outlook
- Demonstrable experience of effectively managing direct client communications
- Ability to build trusted relationships with clients and provide excellent service