| Position | Client Services Executive |
| Posted | 28 Jul 2026 |
| Expired | 27 Aug 2026 |
| Company | Walfrid Private |
| Location | Dublin | IE |
| Job Type | Full Time |
Latest job information from Walfrid Private for the position of Client Services Executive. If the Client Services Executive vacancy in Dublin matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.
Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Walfrid Private for the position of Client Services Executive below matches your qualifications.
Company Overview Walfrid Private is a growing Wealth Management firm based in Ballymount, Dublin 12. We partner with Irish Company Directors, Business Owners and Entrepreneurs to help them reduce costs, reduce taxes and build long-term financial security. Our business is built on high-quality advice and exceptional execution. Role Overview We are seeking a Client Services Executive to join our team. This role focuses entirely on servicing existing clients - handling incoming queries, resolving issues and managing ongoing case work with precision and speed. You will be the first point of contact for client-related requests and responsible for ensuring queries are followed up and closed efficiently. We are open to candidates looking for either full time or part-time hours for this position. Key Responsibilities Act as the primary contact for incoming queries from existing clients Provide clear, accurate responses and aim for same-day turnaround Handle servicing tasks for life, pension and investment products including policy updates, amendments and fund switches Investigate and resolve client servicing issues by liaising with life companies and internal teams Prepare review documentation, policy summaries and updated valuations when required Maintain accurate records on the CRM and track progress on open cases Collaborate with Advisors, Paraplanners and Operations to support seamless execution Skills & Experience Required 3+ years experience in life, pension or investment administration in a brokerage Strong working knowledge of life, pension and protection products available in the Irish market Excellent problem-solving skills Strong organisation skills and ability to manage multiple queries at once Benefits Shorter working week with half day every Friday Company pension Income protection and death in service from day one 22 days annual leave plus your birthday off Ongoing professional development support Skills: Financial Planning Financial Advisor Client Service qfa Benefits: Pension Fund Group Life Assurance TPBN1_IJ
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