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Client Services Executive




Wealth Management, Financial Services

Job ID


Job Type



€50,000 - €55,000

Job Description

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

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