Client Service Executive
Davy · Galway, County Galway
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- Company
- Davy
- Location
- Galway, County Galway
- Employment type
- Full-time
- Posted
- September 8, 2026
About this job
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.…
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