Private Client Administrator
Private Client Administrator
Posted on :
17-10-2024
Employer Active
1 Vacancy
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Job 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.
Role Duties include:
- To work closely with the aligned Financial Planners and Directors to deliver excellent client outcomes to HighNetWorth Clients.
- Maintain backoffice systems and client records in line with the company policies.
- To be a role model and mentor to team members a goto 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
- Minimum 2 years experience in a Client Admin role in Financial Services
- Experience working with Senior stakeholders
- A strong ethic of client service.
- Excellent communication skills both written and verbal influencing and organisational skills.
Benefits
Please apply through the link provided or get in touch with Aoife Stokes via to schedule a confidential phone call.
Administration
Education
Business Undergraduate Degree
Employment Type
Full Time
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