Client Service Executive

Dublin, County Dublin, Ireland • Posted July 02, 2026

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

Role 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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