Role: On their behalf we are looking to recruit Client Service Executives to join a growing and dynamic team and be part of a business at the leading edge of Wealth Management 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...