Job Description
Our client is a leading private wealth firm and is seeking a Client Service Executive to join it's expanding Dublin team.
Responsibilities:
- Client portfolio end-to end administration
- Annual portfolio reviews and valuations
- Managing new and existing business and coordinating with product providers to ensure the prompt processing of pension, protection and investment products across both pre and post-retirement structures
- Communicating with clients regarding their portfolios and new applications in an effec...