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Client Services Executive

Abbey Wealth, Houston, Texas, United States, 77246

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Overview Near Grand Canal Dock, Dublin. Permanent, full-time.

Abbey Wealth is Europe’s leading wealth management and financial advice firm with exciting plans to target English-speaking expatriates with its award-winning advice proposition. We’re a fast-moving, successful business offering long-term, rewarding, salaried career opportunities for ambitious and highly motivated client services professionals.

Due to our continued growth, Abbey Wealth is offering a fantastic opportunity for organised, energetic and experienced Client Services Executives to join our Dublin-based financial advice team.

Our Client Services team is committed to providing a first-class experience responding to client requests for information as well as supporting our financial advisers prepare for quarterly financial reviews with clients.

This fast-paced and varied role includes speaking to clients and potential clients to determine how we can meet their investment and financial planning needs, where you will use your experience, maturity and rapport building skills to ensure client commitment and lasting relationships.

Previous experience within the financial services sector is highly advantageous, although training will be given.

The Role

Permanent, full-time role

New office close to Grand Canal Dock, Dublin

Hours of work 9am – 5pm with 1/2 hour for lunch

Full training and on-going support – remotely and in person

Competitive salary including a structured bonus, pension and dental scheme on completion of a probationary period

The opportunity to complete a European recognised financial qualification (QFA) as your time with the company progresses

Excellent career prospects – Abbey Wealth has offices in Ireland, Spain, Switzerland, Australia and the UK.

The Role Holder Will

Have excellent communication skills to listen, assess and connect with clients

Be self-motivated with good time-management

Be creative and proactively contribute to marketing and client communications to generate leads

Thrive in a challenging role using your drive and determination to personally succeed

Have excellent telephone manner/skills, personality, and energy to ensure long lasting relationships with our clients and potential clients

A team player

Have a smart, professional appearance

Be educated to Leaving Certificate level

How to apply To apply for the Client Services Executive role in Dublin, please introduce yourself via email, detailing why you are applying for this role, how you feel your personal qualities and experience are relevant to Abbey Wealth and attach a copy of your most recent CV.

Contact: Claire Jenkins – careers@abbeywealth.com

PLEASE NOTE : We can only consider applications from candidates who have the right to work in the EU.

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