Client Services Executive
Wealth Management, Financial Services
€50,000 - €55,000
Client Services Executive (Wealth Management)
Our client, a wealth management firm, is looking to hire a client services executive to provide support to one of the senior relationship managers in all aspects of customer relationship management. This is a client facing role.
Salary €50,000 - €55,000 (6-12 month contract)
Provide support to the senior relationship manager in all aspects of client relationship management.
Handle phone calls and reply to enquiries from clients on behalf of the senior relationship manager.
Meet with clients as needed.
Assist the senior relationship manager with checklists and monitoring of risk factors on accounts.
A degree / QFA preferred but not essential.
Ideally 2 - 4 years experience in wealth management, banking or investment management.
Excellent customer relationship management skills with a positive attitude.
To arrange a confidential conversation about this client services executive job please contact Jean Moran on email@example.com