Client Services Executive

About Unio Financial Services

Unio is a well-established wealth management firm supported by Great-West Lifeco through its Irish subsidiary, Irish Life Group. With over 30 years of expertise, Unio provides advisory services for private wealth management and employee benefits, managing assets worth €14 billion and advising more than 10,000 private clients across offices in Dublin, Cork, Limerick, and Galway.

Role Overview

The Client Services Executive plays a pivotal role within Unio’s Wealth Management division, which delivers a unique outcome-based service. This role involves comprehensive client engagement, supporting the advisory team, and managing client portfolios to ensure high-quality wealth management services.

Responsibilities

• Complete administration of client portfolios from start to finish.
• Conduct annual reviews and valuations of portfolios.
• Manage processing of new and existing business, liaising with product providers to ensure timely application handling for pensions, protection benefits, and investment portfolios.
• Maintain effective, prompt communication with clients regarding their portfolios.
• Support advisers in adhering to regulatory compliance.

Qualifications and Experience

• Proven experience in a similar role, ideally in financial advisory or life and pensions brokerage.
• Qualified or working towards Qualification for Financial Advisers (QFA).
• Familiarity with Anti-Money Laundering (AML) and compliance standards.

Personal Attributes

• Ability to function independently and collaboratively within a team.
• High energy, enthusiasm, and adaptability.
• Strong numeracy and organizational skills.
• Excellent multitasking abilities, a solid work ethic, and meticulous attention to detail.

Benefits

• Supportive and collaborative team environment fostering open idea exchange and acknowledgment of achievements.
• Competitive salary package.
• Hybrid working arrangements and flexible hours.
• Educational support and a healthy work-life balance.