Client Service Executive

About Davy

For over a century since 1926, Davy Group has been a cornerstone in Ireland's wealth and capital sector. We offer comprehensive financial services to high-net-worth individuals, self-directed investors, SMEs, credit unions, corporations, and institutional investors locally and internationally. Our team of more than 900 professionals shares three core values: client success, one Davy team spirit, and building a proud legacy. We foster continuous professional and personal growth among our employees.

Role Overview

We are seeking a Client Service Executive to provide essential administrative and client-facing support to Directors, Associate Directors, and Senior Private Client Advisers. This role demands exceptional organization, communication skills, and a proactive approach in managing client relations and internal coordination.

Key Responsibilities

• Deliver general administrative assistance to senior team members.
• Serve as the initial point of contact for clients, efficiently addressing inquiries.
• Prepare investment presentations and compile documentation for client meetings.
• Audit and maintain accuracy and compliance of CRM records in readiness for client meetings.
• Manage follow-up activities post-client meetings, including documenting minutes and tracking task completion.
• Regularly update and monitor the CRM system and prepare client data to meet legislative compliance.
• Coordinate with various internal departments to fulfill client requests while ensuring adherence to operational and compliance standards.
• Handle reporting and execute operational tasks collaboratively within the team.
• Engage with external professionals such as tax advisers, solicitors, brokers, and life offices to support client services.
• Assist in planning, organizing, and supporting client events and conferences, including occasional after-hours participation.
• Contribute to interdepartmental projects aimed at enhancing client service practices and facilitate adoption of new applications.
• Support the completion and follow-up of Investor Policy Statements.
• Participate in company campaigns and workshops.
• Adhere strictly to risk and compliance frameworks, policies, and procedures related to the role.

Candidate Profile and Requirements

• At least 1 year of administrative experience.
• Degree or Masters qualification in Business or a Finance-related discipline.
• Demonstrated expertise in MS Word, Excel, Outlook, and PowerPoint.
• A flexible and positive work attitude paired with excellent attention to detail.
• Effective team collaboration skills and a professional telephone manner.
• Strong organizational capabilities and ability to prioritize workload independently.

Benefits and Workplace Culture

• Comprehensive health and well-being programs including an Employee Assistance Programme and mental health first aid.
• Competitive salary package featuring bonuses, pension plans, and additional benefits for personal and family security.
• Robust learning and development opportunities supported by an award-winning function to encourage continuous growth.
• An inclusive, diverse workplace culture with support for hybrid working models ensuring a positive and flexible environment.
• A values-driven workplace focused on delivering exceptional client results with a collaborative team ethos.

Additional Information

Davy values diversity and inclusion, encouraging applications from all qualified candidates, including those who may not meet every qualification listed. Accessibility accommodations for the interview process are available upon request. The appointment depends on eligibility to work in Ireland. Recruitment agencies are engaged directly by Davy, and unsolicited profiles from agencies will not be considered. Davy Group operates as part of the Bank of Ireland Group.