Find client advisor client advisor Jobs in dublin, d

Associate Director – Client Onboarding
Waystone —Dublin, County Dublin
- Full-time
- Hybrid work
- Project management
- Communication skills
Quick apply
Environmental Advisor
Flynn —DUBLIN 11, County Dublin
- Full-time
- Communication skills
Quick apply
1d
Portfolio Management Compliance Analyst
Fisher Investments Europe —Dublin, County Dublin
- Full-time
- Microsoft Office
- Bachelor's degree
- Organisational skills
- Annual leave
- Work from home
13d
RSM Ireland 2026 Graduate Opportunities
RSM —Dublin, County Dublin
- Accounting
Quick apply
Health and Safety Advisor
Peninsula —Dublin, County Dublin
- Up to €45,000 a year
- Full-time
- Time management
Quick apply
7d
Customer Success Manager, Enterprise
LearnUpon —Dublin, County Dublin
- AI
- Annual leave
HR Coordinator, EOR
Rippling —DUBLIN 2, County Dublin
- Part-time
- Project management
- Human resources
- Organisational skills
Broker Consultant
Zurich Insurance —Dublin, County Dublin
- Part-time
- No degree
- Communication skills
Audit Graduate Programme 2026
Crowe Ireland —Dublin, County Dublin
- Full-time
- Master's degree
- Bachelor's degree
- Accounting
- Annual leave
8d
Customer Support Specialist (Spanish Speaking)
Clio —Dublin, County Dublin
- €38,200–€51,800 a year
- Full-time
- CRM software
- Spanish
- Google Suite
Client Services Executive
Prosperous Financial —Dublin, County Dublin
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Annual leave
Quick apply
Customer Service Advisor
Fairstone Ireland —Stillorgan, County Dublin
- €30,000–€35,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Gym membership
Quick apply
1d
Client Services Accountant
Apex Group —Dublin, County Dublin
- Full-time
- Presentation skills
- No degree
- Mentoring
Senior Benefits Specialist
Linesight —Dublin, County Dublin
- Part-time
- Analysis skills
- Human resources
Personal Lines Retention Handler
Gallagher —Arbour Hill, County Dublin
- Full-time
- Customer service
- Microsoft Office
- Communication skills
L'Oréal Luxe Multi-Brand Beauty Advisor, Brown Thomas Dundrum (30 Hours)
l'Oréal —Dublin, County Dublin
- Part-time
- Social media management
- Merchandising
- Annual leave
- Referral programme
Quick apply
Sr. Client Partner, Mid-Market UK/I
Pinterest —Dublin, County Dublin
- €76,243–€133,426 a year
- Sales
- Marketing
- Bachelor's degree
Health and Safety Team Leader
Peninsula —Dublin, County Dublin
- Up to €55,000 a year
- Overtime
- Customer service
- Time management
Quick apply
9d
Corporate Finance Executive
Xeinadin Group —Santry, County Dublin
- €37,000–€45,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Global Fund Registration Officer
Maples Group - Legal Services —DUBLIN 2, County Dublin
- Microsoft Excel
- English
- Microsoft Office

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Associate Director – Client Onboarding

Waystone -
Dublin, County Dublin

Quick apply

Job details

Full-time

Qualifications

Project management
Communication skills

Full job description

Summary: The Associate Director – Client Onboarding will be an integral part of the Waystone team and will play a pivotal role in proactively managing and supporting our clients and funds from a commercial and governance perspective as well as representing Waystone at external events.

This role is crucial in managing a Client Onboarding team, who are responsible for ensuring that new clients are integrated smoothly and efficiently, thereby supporting the company’s growth plans and maintaining the highest standards of client satisfaction.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Managing and delivery of all Onboarding / Launch projects for clients, generally to be comprised of more complex launches and/or large strategic client relationships and/or ETF relationships.
Act as lead contact person with Fund Boards, Investment Managers, and across the different service providers, principally the Fund Administrator, Depositary, Auditors and Legal Advisors in the launch phase of new funds.
Act as an escalation point for team members and assist them in addressing and resolving any issues on fund launches and acting as an interface to senior management of Client Onboarding function.
Oversight of the projects to ensure they remain operationally efficient and financially profitable as well as managing planning for future expected launches and resource allocation across domiciles.
Ensure knowledge is current and updated as and when they are circulated by reading and implementing processes to ensure adherence to any relevant changing regulation.
Identify procedures that need to be implemented or changed, lead the charge to ensure changes are made, take responsibility for training, and ensure that procedures are adhered to on an ongoing basis.
Keeping Salesforce, Compass and all relevant MI up to date with all relevant services in relation to onboarding activity and ensure MI reporting is maintained and distributed accurately and on time.
Attending, when available, training sessions on relevant topics and ensuring all teams are onboard with the changing operating and regulatory environment.

Education:

An internationally recognized professional qualification.

Experience:

Minimum 6 years’ experience in an investment funds environment.
Knowledge of AIFMD, UCITS and MiFID.
Client facing background with presentation and project management skills.

Key Competencies:

Motivated individual with enhanced interpersonal skills and adept at building relationships.
Strong interpersonal and communication skills (both written & verbal).
Strong attention to detail and keen on delivering quality work.
A team player, enthusiastic, and self-motivated.
Commercial awareness and understanding of business environments.

Quick apply

Refine Your Search

client advisor client advisor jobs in dublin, d

Associate Director – Client Onboarding

Environmental Advisor

Portfolio Management Compliance Analyst

RSM Ireland 2026 Graduate Opportunities

Health and Safety Advisor

Customer Success Manager, Enterprise

HR Coordinator, EOR

Broker Consultant

Audit Graduate Programme 2026

Customer Support Specialist (Spanish Speaking)

Client Services Executive

Customer Service Advisor

Client Services Accountant

Senior Benefits Specialist

Personal Lines Retention Handler

L'Oréal Luxe Multi-Brand Beauty Advisor, Brown Thomas Dundrum (30 Hours)

Sr. Client Partner, Mid-Market UK/I

Health and Safety Team Leader

Corporate Finance Executive

Global Fund Registration Officer

I want to receive the latest job alerts for client advisor client advisor in dublin, d

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