Client Service Executive

Davy Group Client Service Executive

From day one, you'll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland's future business leaders.

Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and domestic & international institutional investors.

Our culture is shaped around three values, which are at the heart of everything we do: client success, one Davy, and building a proud legacy. Sharing the same goals, we work together to deliver exceptional outcomes for our clients. As part of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally.

An exciting opportunity has opened up in our Client Service Executive to join our Wealth Management division. In the role, the successful candidate will:

1. The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers.
2. Acting as the first point of contact to clients; dealing promptly and efficiently with client's queries.
3. Preparation of investment presentations and collation of documentation for client meetings; auditing customer relationship management system to ensure records and supporting documents are accurate & compliant in preparation of client meetings.
4. Management of follow up activities from client meetings; completion of minutes of meetings and monitoring completion of tasks.
5. Updating and monitoring the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for our clients
6. Facilitate client requests by liaising with internal departments to ensure operational procedures and compliance obligations are met executing tasks; acting as the primary point of contact with all internal departments.
7. Managing reporting and operation of tasks in conjunction with other team members; implementing and communicating company practice in carrying out tasks.
8. Liaising with Tax Advisers, Solicitors, Brokers and Life Offices on behalf of servicing our clients.
9. Assist with administrative tasks involved with planning and preparation of various client events and conferences; provide on-site support and hospitality at such events. Occasional out of office hours.
10. Participate in interdepartmental projects to identify best practice to enhance servicing our clients; facilitate deployment and communication of new applications to the team.
11. Working with the team on the completion and follow up of Investor Policy Statement.
12. Contribute in company campaign workshops.
13. Comply with the Risk and Compliance frameworks, policies and procedures associated with the role