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Client Service Executive - BOS - Job Opportunity at Davy

Dublin, Ireland
Full-time
Entry-level
Posted: May 21, 2025
On-site
EUR 35,000 - 45,000 per year based on Dublin market rates for entry-level wealth management positions

Benefits

Competitive base salary
Annual performance bonus
Comprehensive pension plan
Multiple insurance coverage
On-site gym and fitness studio
Flexible working options
Employee assistance program
Enhanced leave options
Professional development support
Award-winning L&D program
Sports & social programs

Key Responsibilities

Lead client relationship management for high-net-worth portfolio
Drive operational excellence through interdepartmental coordination
Ensure regulatory compliance and risk management protocols
Manage investment documentation and presentation preparation
Coordinate with external stakeholders including tax advisers and brokers
Execute strategic client communications and reporting
Support business development initiatives and client events

Requirements

Education

Degree or Masters level in Business/Finance related area

Experience

Minimum of 1 year of experience working in an administrative position

Required Skills

High proficiency in MS Office Suite Excellent attention to detail Team collaboration abilities Professional communication skills Strong organizational capabilities Workload prioritization Flexible and positive attitude
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Sauge AI Market Intelligence

Industry Trends

The wealth management sector in Ireland is experiencing significant growth driven by increasing high-net-worth population and digital transformation initiatives. Client service roles are evolving to incorporate more technology-enabled service delivery and data-driven client insights. Regulatory complexity in financial services is creating higher demand for compliance-aware client service professionals.

Role Significance

Likely part of a 5-8 person client service team supporting multiple advisors and directors
Entry to mid-level position with significant client interaction responsibility and internal coordination requirements

Key Projects

Client onboarding and relationship management process improvements Compliance documentation digitization and automation Client communication enhancement initiatives CRM system optimization and data quality projects

Success Factors

Strong understanding of wealth management operations and regulatory requirements Excellent interpersonal skills with ability to manage high-net-worth client relationships Detail-oriented approach to compliance and documentation Ability to balance multiple stakeholder needs while maintaining service quality

Market Demand

High demand with steady growth projected due to wealth management sector expansion and increasing regulatory requirements

Important Skills

Critical Skills

Client relationship management expertise - essential for maintaining high-value client portfolios Regulatory compliance knowledge - crucial in highly regulated financial services environment Digital literacy - necessary for modern wealth management operations

Beneficial Skills

Project management capabilities - valuable for process improvement initiatives Financial market understanding - helpful for client interactions Business analysis skills - useful for operational optimization

Unique Aspects

Integration of traditional wealth management with modern technology platforms
Strong focus on employee development through award-winning L&D programs
Balanced approach to work-life integration with comprehensive benefits
Clear career progression pathways within a growing organization

Career Growth

2-3 years in role before advancement, with potential fast-track opportunities based on performance

Potential Next Roles

Senior Client Service Executive Client Relationship Manager Wealth Management Associate Operations Team Lead

Company Overview

Davy

Davy is Ireland's leading wealth management and capital markets firm with nearly 100 years of history serving high-net-worth clients and institutional investors

Market leader in Irish wealth management sector with strong institutional backing as part of Bank of Ireland Group
Dominant position in Irish market with growing international operations
Professional yet collaborative environment with strong emphasis on personal development and client service excellence
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Job Listings Data

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  • Salary estimates and market demand analysis
  • Role significance and career growth potential
  • Critical success factors and key skills
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