Wealth Management Client Services Executive Dublin

Job title:

Company

Reed

Job description

Our client is a leading Irish Wealth Management and Financial services provider.Role:On their behalf we are looking to recruit Client Service Executives to join a growing and dynamic team and be part of a business at the leading edge of Wealth Management in Ireland.These roles will be based in their Dublin office.Key Responsibilities:

Client portfolio end-to end administration
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 advisers in meeting regulatory compliance requirements.

Skills and Qualifications:

BA (Hons) Degree within a Business or Finance related discipline
A minimum of 2-3 years’ relevant experience in a similar role, preferably within a Financial Advisery firm or Life & Pensions Broker is essential
QFA qualified or progressing towards this qualification is essential
Working knowledge of Anti-Money Laundering (AML) requirements and associated Compliance requirements.
Ability to demonstrate a high level of attention to detail with a focus on numerical skills