Job Description
Job Summary: We are seeking a Client Service Executive to provide administrative support to a team of Directors, Associate Directors, and Senior Private Client Advisers in our Wealth Management division.
At Davy, we have a long history of building strong relationships with our clients and developing the careers of Ireland's future business leaders. Our culture is shaped around three values: client success, one Davy, and building a proud legacy. We work together to deliver exceptional outcomes for our clients, and as part of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally.
The successful candidate will be responsible for:
- Providing general administrative support to a team of Directors, Associate Directors, and Senior Private Client Advisers.
- Acting as the first point of contact to clients, dealing promptly and efficiently with client queries.
- Preparing investment presentations and collating documentation for client meetings.
- Managing follow-up activities from client meetings, completing minutes of meetings, and monitoring completion of tasks.
- Updating and monitoring the CRM system on an ongoing basis.
- Preparing documentation to comply with legislative requirements in data management for our clients.
- Liaising with internal departments to ensure operational procedures and compliance obligations are met.
- Managing reporting and operation of tasks in conjunction with other team members.
- Liaising with Tax Advisers, Solicitors, Brokers, and Life Offices on behalf of servicing our clients.
- Assisting with administrative tasks involved with planning and preparation of various client events and conferences.
- Participating in interdepartmental projects to identify best practice to enhance servicing our clients.
- Working with the team on the completion and follow-up of Investor Policy Statement.
- Contribute in company campaign workshops.
- Complying with the Risk and Compliance frameworks, policies, and procedures associated with the role.
We are looking for someone with a minimum of 1 year of experience working in an administrative position, a degree or master's level in Business/Finance related area, and a high level of proficiency in MS Word, Excel, Outlook, and PowerPoint. A flexible, positive attitude towards work, excellent attention to detail, and an ability to work effectively as part of a team are also essential.
We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage. Our benefits include competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage. We also focus on developing our people to be their best, professionally and personally, through training support provided by our award-winning Learning & Development Team, extensive sports and social programmes, flexible working options, employee assistance programme, enhanced leave options, and social and community care initiatives.
Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and we review all applications received. Appointment to this role is subject to the candidate's eligibility to work in Ireland.