Client Services Executive Our client is a leading Wealth and Pension Consultancy firm, with a reputation of providing exceptional service and advise to companies and personal investors.
They require an experienced a Client Services Executive to join their growing team.
A key component of the division oversees all client engagement including delivery of a unique outcome based proposition to existing and prospective clients.
In addition, this Division will develop a deep understanding of what drives client values, opportunities for growth, emerging disruptions, and value based pricing and proposition activities.
This is an exciting opportunity to be part of a business at the leading edge of the Wealth Management and Pensions in Ireland.
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: A minimum of 4 years relevant experience in a similar role 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 Excellent verbal and written communication skills Ability to manage own workload while prioritising effectively and efficiently Demonstrate a high degree of energy, enthusiasm, and flexibility Successful candidates are likely to be confident multi-tasker with a good work ethic and a keen focus on attention to detail and quality For more information on the role and company please contact Honor on Please note: Not all opportunities are advertised in order to satisfy the discretion of our clients, please contact an AIR Consultant for a consultation.
AIR Recruitment specialises in the recruitment of the following professionals: Chief Actuary | Product Development | Pricing & Reserving |Newly & Nearly Qualified | Part Qualified | Solvency II | Trainee Actuary| Actuary Life and Non-Life| Claims| Reinsurance |Underwriting | Captive | Treaty Specialists | Risk Analysts |Operations| Compliance |Project Managers |Business Analysts |Wealth Management| Pensions |Risk Manager | Pension Consultants Advisors | Non-Exec | DC DB Trustees Skills: Client Services Wealth Investments Administration
