Client Service Executive

About Davy

Davy has been building its business for a century, and its strength comes from the mix of people who work there. The company is growing, and it places strong value on each person’s contribution to that growth. Since its founding in 1926, the Davy Group has played a central role in Ireland’s wealth and capital markets, serving high-net-worth individuals, self-directed investors, SMEs, credit unions, corporates, and both Irish and international institutional investors.

The organisation’s way of working is guided by three core principles: client success, one Davy, and creating a lasting legacy. Team members collaborate toward shared outcomes and are supported in developing both professionally and personally. The wider team includes more than 900 people.

Role Overview

This opening is for a Client Service Executive in Galway, County Galway, Ireland. The role is focused on supporting a client service team and ensuring smooth coordination across administration, client communication, compliance, and internal follow-up activities.

Key Responsibilities

• Provide day-to-day administrative assistance to Directors, Associate Directors, and Senior Private Client Advisers.
• Serve as the initial contact for clients and handle queries quickly and effectively.
• Draft investment presentation materials and gather documents for client meetings.
• Review the CRM system to make sure client records and supporting files are complete, accurate, and compliant before meetings.
• Track action items after meetings, prepare meeting notes, and follow up until tasks are completed.
• Maintain and update CRM data regularly, and prepare documents that satisfy legal data-management obligations for clients.
• Coordinate client requests with internal teams to ensure operational and compliance requirements are met, acting as a main liaison across departments.
• Support reporting activities and operational tasks with the wider team, while applying and communicating agreed working practices.
• Work with Tax Advisers, Solicitors, Brokers, and Life Offices on behalf of clients.
• Assist with planning and preparing client events and conferences, including on-site support and hospitality where needed, sometimes outside normal office hours.
• Take part in cross-functional projects aimed at improving client service and help roll out new applications to the team.
• Work with colleagues on the completion and follow-up of Investor Policy Statements.
• Contribute to internal campaign workshops.
• Follow the risk and compliance framework, policies, and procedures relevant to the role.

Requirements

• At least 1 year of experience in an administrative role.
• A degree or master’s qualification in a business- or finance-related field.
• Strong working knowledge of MS Word, Excel, Outlook, and PowerPoint.
• A flexible and constructive attitude.
• Very strong attention to detail.
• Ability to work well in a team environment.
• Professional and confident telephone etiquette.
• Good organisational ability.
• Ability to manage and prioritise your own workload effectively.

Benefits

Davy offers a package designed to support people through different stages of life, including health and wellness support, flexible working options, a flexible benefits allowance, learning and development opportunities, and support with retirement planning.

• Health and wellbeing support, including an Employee Assistance Programme and mental health first aid.
• Sports and social initiatives that encourage physical wellbeing and connection.
• Competitive pay, bonus, pension, and additional benefits for employees and their families.
• Access to a wide range of professional and personal development opportunities.
• An inclusive and diverse workplace with a flexible working culture and hybrid working model.
• A values-led environment built around teamwork, client success, and long-term legacy.

Additional Information

Davy is an equal opportunities employer and is committed to maintaining a diverse and inclusive workplace. Applicants are encouraged even if they do not meet every requirement listed. The company aims to make interviews accessible and will consider reasonable accommodations where needed.

This role can only be offered to candidates who are eligible to work in Ireland.

If recruitment agency support is needed, the internal recruitment team will work directly with approved suppliers. Unsolicited CVs or profiles from agencies will not be accepted.

Davy Group is part of the Bank of Ireland Group.