Client Service Executive

Elevate Partners

📍 Dublin, County Dublin, Ireland 💼 Full-time 🕒 Posted July 02, 2026

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Job Description

                Our client is a leading private wealth firm and is seeking a Client Service Executive to join it's expanding Dublin team. 

Responsibilities: 
Client portfolio end-to end administration 
Annual portfolio reviews and valuations 
Managing new and existing business and coordinating with product providers to ensure the prompt processing of pension, protection and investment products across both pre and post-retirement structures
Communicating with clients regarding their portfolios and new applications in an effec...
            

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Job Details

Location Dublin, County Dublin
Job Type Full-time
Category Information and Record Clerks
Posted Date July 02, 2026
Application Deadline August 11, 2026