Client Service Executive - 18month FTC

Client Service Executive

About the Role

An exciting opportunity has opened up for a Client Service Executive to join the Institutional Consulting team within our Wealth Management division. This team works with a broad range of Irish institutions, including charities and credit unions. In the role, the successful candidate will be expected to fulfil the following tasks:

1. The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers.
2. Acting as the first point of contact to clients, particularly on the telephone; dealing promptly and efficiently with client's queries.
3. Collation of documentation for client meetings; auditing customer relationship management system to ensure records and supporting documents are accurate & compliant in preparation of client meetings.
4. Management of follow up activities from client meetings and monitoring completion of tasks.
5. Updating and monitoring the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for our clients.
6. Management of updates to all client documentation where necessary, including liaising with other internal departments as part of this process.
7. Facilitate client requests by liaising with internal departments to ensure operational procedures and compliance obligations are met executing tasks; acting as the primary point of contact with all internal departments.
8. Managing reporting and operation of tasks in conjunction with other team members; implementing and communicating company practice in carrying out tasks.
9. Liaising with clients' external advisers such as Accountants, Tax and Investment Advisers, on behalf of servicing our clients.
10. Management of the onboarding process for new clients, including working with the team on the completion and follow up of all documents. Investor Policy Statement.
11. Assist with administrative tasks involved with planning and preparation of various client events and conferences; provide on-site support and hospitality at such events. Occasional out of office hours.
12. Participate in interdepartmental projects to identify best practice to enhance servicing our clients; facilitate deployment and communication of new applications to the team.
13. Contribute in company campaign workshops.
14. Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.