drjobs Client Services Executive العربية

Client Services Executive

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1 Vacancy
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Jobs by Experience drjobs

0-1years

Job Location drjobs

Dublin - Ireland

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Our client a leading Wealth Management firm are currently looking to hire a Client Services Executive to join their team. The successful candidate will have great communications skills and attention to detail.
Role Duties Include:
  • 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
  • Management of follow up activities from client meetings; completion of minutes of meetings and monitoring completion of tasks


Requirements


  • A minimum of 1 year 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
  • Excellent attention to detail
  • Excellent organisational skills


Benefits

On offer is a competitive salary and benefits package with the opportunity to join a wellestablished brand.
Please apply through the link provided or get in touch with Aoife Stokes via to schedule a confidential phone call.

Administration

Employment Type

Full Time

About Company

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