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Urgent! Client Service Executive Job Opening In Dublin – Now Hiring Davy Group

Client Service Executive



Job description

About us 

At Davy, it’s the unique talents of all our people that have been the foundations of our success for almost 100 years.

As we continue to grow, so do you.

Because you are not just part of our team – you are a key player in shaping our future.

At Davy, you are the difference.

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.

About the role

An exciting opportunity has opened up in our Client Service Executive to join our Wealth Management division.

In the role, the successful candidate will:

  • The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers.
  • Acting as the first point of contact to clients; dealing promptly and efficiently with client’s queries.
  • 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.
  • Management of follow up activities from client meetings; completion of minutes of meetings and monitoring completion of tasks.
  • Updating and monitoring the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for our clients
  • 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.
  • Managing reporting and operation of tasks in conjunction with other team members; implementing and communicating company practice in carrying out tasks.
  • Liaising with Tax Advisers, Solicitors, Brokers and Life Offices on behalf of servicing our clients.
  • 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.
  • Participate in interdepartmental projects to identify best practice to enhance servicing our clients; facilitate deployment and communication of new applications to the team.
  • Working with the team on the completion and follow up of Investor Policy Statement.
  • Contribute in company campaign workshops.
  • Comply with the Risk and Compliance frameworks, policies and procedures associated with the role
  • Requirements

    About you

    We are looking for somebody who has the following background and skills:

  • A minimum of 1 year of experience working in an administrative position;
  • Degree or Masters level in Business/Finance related area;
  • A high level of proficiency in MS Word, Excel, Outlook and PowerPoint;
  • A flexible, positive attitude towards work
  • Excellent attention to detail;
  • An ability to work effectively as part of a team;
  • A professional telephone manner;
  • Excellent organisational skills;
  • An ability to prioritise own workload.
  • What we offer

    At Davy, our people are our biggest investment.

    In today’s fast-moving world, we know it’s important to feel secure and empowered.

    That’s why Davy benefits support you through all of life’s stages, offering health and wellness, flexible working options, flexible benefits allowance, learning and development opportunities, through to assisted retirement planning.

  • Health and Wellbeing 
  • Psychological safety, emotional wellbeing and support are a priority at Davy.

    We offer a comprehensive Employee Assistance Programme (EAP) and mental health first aid.

    Our Sports & Social teams promote physical wellbeing and social connection.

  • Reward and Recognition 
  • We offer a competitive remuneration package to include salary, bonus, pension and a host of additional benefits to protect you and your family when it matters most.

  • Growth and Development 
  • Our award-winning L&D function supports you and your growth at Davy.

    We offer a comprehensive range of professional and personal development opportunities.

    Our culture supports learning, and we encourage you to explore more at Davy.

  • Positive Workplace 
  • Our workplace is inclusive, diverse, and offers everyone a sense of belonging.

    We are flexible and continue to support a hybrid working model.

    You will get to be your best at Davy.

  • Values and Culture 
  • Exceptional client outcomes delivered by a world class team, underpinned by our core Davy values – One Team, Client Success, and Proud Legacy.

    Important Information


    Required Skill Profession

    Information And Record Clerks



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