Irish Client Service Associate
Core
Manage daily administrative and operational tasks for private money management clients, liaising with sales representatives and investment counsellors.
Role type
Client Service Associate
Builds
Operational reports and client service support for existing and prospective clients
Domain
Private Wealth Management / Financial Services
Deliverable
dashboards & analysis
Required skills
Client communication, Administrative task management, Relationship support, Report production, Team collaboration
Responsibilities
Partner with top banks to assist with administrative and operational tasks, Help Investment Counsellors with relationship management by working with existing clients on operational inquiries, Help produce reports based on the current situation of prospective clients, Liaise with Sale Representatives and Investment Counsellors
Seniority
Entry-level, individual contributor