Find executive protection Jobs in dublin, d

Client Services Executive
Prosperous Financial —Dublin, County Dublin
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Annual leave
Quick apply
Director, Customer Support
Vectra —Dublin, County Dublin
- Salesforce
- Mentoring
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- Work from home
- Life insurance
Quick apply
Business Development Rep
GreyScout —DUBLIN 1, County Dublin
- Annual leave
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Life Scientific —Dublin, County Dublin
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Risk Assurance Manager
Monzo —Dublin, County Dublin
- €68,000–€83,000 a year
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Strategy Partner, Technology Strategy
Flutter Entertainment —Dublin, County Dublin
- Full-time
- Hybrid work
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Account Executive (Wholesale)
NFP Corp —Dublin, County Dublin
- Hybrid work
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Company Secretary
Football Association of Ireland (FAI) —Dublin, County Dublin
- Full-time
- Hybrid work
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Head of Cybersecurity
beqom —DUBLIN 2, County Dublin
- Full-time
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3d
Enterprise Account Executive (EMEA)
ClickUp —Dublin, County Dublin
- Full-time
- Sales
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Lead Counsel, Privacy
Solstice Advanced Materials —Dublin, County Dublin
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Data, Privacy and AI Governance Specialist - 12 Month Contract
Allianz —Dublin, County Dublin
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Care Advisor - Spanish
Allianz —Dublin, County Dublin
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Enterprise Risk Manager, Hybrid
Deloitte —Dublin, County Dublin
- Full-time
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Agency Account Executive
Ceartas —Dublin, County Dublin
- Full-time
- Hybrid work
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13d
Applications Engineer
Convergix UK —Dublin, County Dublin
- Remote
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5d
Head of Data - Canada Life Reinsurance
Canada Life Group Services —Dublin, County Dublin
- Full-time
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Audit Manager
BDO Ireland —Dublin, County Dublin
- Full-time
- Hybrid work
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Quick apply
Growth Account Executive
ClickUp —Dublin, County Dublin
- Full-time
- Sales
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Marketing & Communication Executive - Dublin
Entegro —Dublin, County Dublin
- Spanish
- Sales
- Marketing
- Annual leave
- Employee assistance program

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Client Services Executive

Prosperous Financial
Dublin, County Dublin

Quick apply

Job details

Full-time

Benefits

Annual leave

Qualifications

Microsoft Powerpoint
Microsoft Word
CRM software
Microsoft Excel
Microsoft Office
Finance
Bachelor's degree
Organisational skills
Business
Communication skills

Full job description

Job Title: Client Services Executive

Reporting to: Client Services Paraplanning Manager

Department: Product

About Prosperous Financial:

At Prosperous Financial, we empower individuals and households to make confident, informed financial decisions. Our client-first approach blends expert advice with personalised planning across pensions, investments, mortgages and succession strategies. We pride ourselves on clarity, integrity and a deep commitment to long term relationships.

We believe great advice changes lives and we’re proud to foster a workplace where trust, growth and shared success are at the heart of everything we do. Our values - Client Centric, Transparency, Integrity and Clarity, shape our culture, drive our standards and guide how we work.

About The Role:

Prosperous Financial has an exciting opportunity for a Client Services Executive to join our team.

The Client Services Executive plays a key role in providing exceptional service and support to clients within our firm. They are responsible for handling client enquiries, processing transactions and supporting our financial advisors in delivering effective financial planning solutions. This role requires strong communication, organisational skills and a client-focused mindset.

Key Responsibilities:

Client Relationship Management

Serve as the primary point of contact for client enquiries and requests, ensuring timely and accurate responses.
Build and maintain strong relationships with clients, focusing on delivering an exceptional customer experience.
Conduct regular follow-ups to ensure client satisfaction and address any additional service needs.

Support for Financial Advisors

Work closely with financial advisors and financial planners to prepare documents, process applications and manage client files.
Coordinate with internal departments to ensure a smooth journey and effective service delivery.
Engage with advisors in fulfilling the clients recommendations and following up on pending actions or tasks.

Administrative and Operational Tasks

Process account openings, applications, updates, transfers, top ups and other administrative tasks accurately and efficiently.
Maintain and update client records in the CRM, ensuring data integrity and compliance with company policies.
Handle document management, including filing, organising and retrieving documents as required.

Compliance and Regulatory Requirements

Ensure all client service activities comply with relevant industry regulations and company policies.
Support internal audits and compliance checks as required.

Client Communications and Reporting

Prepare and send regular communications to clients, including updates, statements and account summaries.
Respond to clients in an efficient response time.
Assist in generating custom reports for clients as requested.

Skills And Experience:

QFA (Qualified Financial Adviser) certification
Minimum of 2-3 years of experience in a client services role, preferably within a financial planning or financial services environment
Bachelor’s degree in finance, business, or a related field
Strong understanding of financial products, services and industry regulations
Excellent communication and interpersonal skills with a client-centric approach
High attention to detail and strong organisational skills
Proficiency in CRM software preferably Online Application, Voyant and Microsoft Office Suite (Excel, Word, PowerPoint)

Why work with us:

Excellent remuneration package and competitive bonus structure
Hybrid, flexible working model (4 days from home / 1 day in office)
25 days annual leave
Employer pension contributions up to 10%
Income Protection
Death In Service
Recognised as a Great Place to Work 2024-2026 and a Best Workplace 2025

Quick apply

Refine Your Search

executive protection jobs in dublin, d

Client Services Executive

Director, Customer Support

Business Development Rep

Head of Supply Chain Transformation

Risk Assurance Manager

Strategy Partner, Technology Strategy

Account Executive (Wholesale)

Company Secretary

Head of Cybersecurity

Enterprise Account Executive (EMEA)

Lead Counsel, Privacy

Data, Privacy and AI Governance Specialist - 12 Month Contract

Care Advisor - Spanish

Enterprise Risk Manager, Hybrid

Agency Account Executive

Applications Engineer

Head of Data - Canada Life Reinsurance

Audit Manager

Growth Account Executive

Marketing & Communication Executive - Dublin

I want to receive the latest job alerts for executive protection in dublin, d

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