Find Private client tax Jobs in South Dublin County Dublin

Client Service Executive
Davy —Dublin, County Dublin
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance program
Quick apply
Talent Partner - 6 month contract
Mitie —Swords, County Dublin
- €40,000–€45,000 a year
- Full-time
- Hybrid work
- Recruiting
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance program
Quick apply
QA Engineer - Salon Ops (Reporting) 6 Month Maternity Cover
Phorest —DUBLIN 7, County Dublin
- Hybrid work
- Agile
- Communication skills
- Employee assistance program
Quick apply
Healthcare Quality Officer
Manor Homecare —Dublin, County Dublin
- From €33,000 a year
- Weekend availability
- No degree
- Business
- Communication skills
- Free parking
- Employee assistance program
Quick apply
Client Onboarding Analyst
HarbourVest Partners —Dublin, County Dublin
- Full-time
- Salesforce
- Microsoft Office
- Analysis skills
5d
Wealth Management, Business Development Professional, Associate, Dublin
Goldman Sachs —Dublin, County Dublin
- Full-time
- Project management
- Bachelor's degree
- No degree
- Employee assistance program
12d
Manual Ethical Hacker (Web Applications)
Bank of America —Dublin, County Dublin
- Full-time
- SQL
- Communication skills
- Employee assistance program
VacancyTitle: Graduate Engineer - Water
Nicholas O'Dwyer —Dublin, County Dublin
- Full-time
- Hybrid work
- AutoCAD
- Engineering
- Project management
- Annual leave
- Employee assistance program
Lifecycle Governance & Controls Services Analyst
Bank of America —Dublin, County Dublin
- Full-time
- Windows
- Analysis skills
- Presentation skills
- Employee assistance program
VacancyTitle: Hydraulic Modeller – Water
Nicholas O'Dwyer —Dublin, County Dublin
- Full-time
- Hybrid work
- Analysis skills
- Bachelor's degree
- Business
- Annual leave
- Employee assistance program
Assistant Manager / Senior - Deal Advisory - Valuations and Financial Modelling
Grant Thornton —Dublin, County Dublin
- Full-time
- Microsoft Excel
- Communication skills
14d
HR Generalist – 12 months FTC
Mitie —Swords, County Dublin
- €40,000 a year
- Full-time
- Hybrid work
- English
- Human resources
- Communication skills
- Annual leave
- Employee assistance program
Quick apply
12d
Information Technology Cross-Function Assistant Vice President
Sumitomo Mitsui Banking Corporation —Dublin, County Dublin
- €49,000–€93,000 a year
- Hybrid work
- Computer Science
- No degree
- Agile
- Annual leave
Senior Software Engineer - Integrations & Partnerships
Phorest —DUBLIN 7, County Dublin
- Remote
- Java
- JavaScript
- Employee assistance program
Quick apply
Software Engineer - Communications
Phorest —DUBLIN 7, County Dublin
- Remote
- Java
- JavaScript
- Employee assistance program
Quick apply
Assistant Manager - Tax
Xeinadin —Ballsbridge, County Dublin
- No degree
- Communication skills
- Annual leave
- Employee assistance program
VacancyTitle: Graduate Engineer - Wastewater
Nicholas O'Dwyer —Dublin, County Dublin
- Full-time
- Hybrid work
- AutoCAD
- Engineering
- Project management
- Annual leave
- Employee assistance program
Communications and Insight Lead
Bank of America —Dublin, County Dublin
- Full-time
- Microsoft Powerpoint
- Communication skills
8d
Lawyer
A & L Goodbody —Dublin, County Dublin
13d
Tax Lawyer
A & L Goodbody —Dublin, County Dublin
- Accounting

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Client Service Executive

Davy -
Dublin, County Dublin

Quick apply

Job details

Full-time

Benefits

Employee assistance program

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Outlook
Master's degree
Administrative experience
Bachelor's degree
Organisational skills
Business

Full job description

About us

At Davy, it’s the unique talents of all our people that have been the foundations of our success for 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 for a Client Service Executive to join Davy. 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.

Benefits

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

Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if you don’t meet all of the requirements outlined in the job description, we still encourage you to apply. We review all applications received. As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity to participate in the interview process. If you require any reasonable accommodations, please let us know, and we will do our best to make the necessary arrangements.

Appointment to this role is subject to the candidate's eligibility to work in Ireland.

Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role.

Davy Group is a member of the Bank of Ireland Group.

Quick apply

Refine Your Search

private client tax jobs in south dublin county dublin

Client Service Executive

Talent Partner - 6 month contract

QA Engineer - Salon Ops (Reporting) 6 Month Maternity Cover

Healthcare Quality Officer

Client Onboarding Analyst

Wealth Management, Business Development Professional, Associate, Dublin

Manual Ethical Hacker (Web Applications)

VacancyTitle: Graduate Engineer - Water

Lifecycle Governance & Controls Services Analyst

VacancyTitle: Hydraulic Modeller – Water

Assistant Manager / Senior - Deal Advisory - Valuations and Financial Modelling

HR Generalist – 12 months FTC

Information Technology Cross-Function Assistant Vice President

Senior Software Engineer - Integrations & Partnerships

Software Engineer - Communications

Assistant Manager - Tax

VacancyTitle: Graduate Engineer - Wastewater

Communications and Insight Lead

Lawyer

Tax Lawyer

I want to receive the latest job alerts for private client tax in south dublin county dublin

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