Client Services Executive
Our client, an established Wealth Management Business is recruiting for a client Client Services Executive to join their growing team.
They offer flexi time and hybrid working options and so much more
The Role:
• Annual portfolio reviews and valuations
• Responsible for the processing of 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
• Liaising with clients regarding their portfolios and new applications
in an effective and timely manner
• Working alongside experienced advisers and provide support in meeting regulatory compliance requirements.
What you need:
• At least 2 years experience in a similar role. Broker experience is desirable
• BA degree in a Business or Finance related discipline
• QFA qualified or working towards
• Working knowledge of Anti-Money Laundering (AML) requirements and
associated Compliance requirements.
Please apply through the portal or send your CV to Rachael at rlawrie@eirkoo.ie
if you wish to be considered for this role.
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