Client Service Executive

About Davy

Davy has been building on the strength of its people for more than a century, and the business has been established since 1926. The group operates at the centre of Ireland’s wealth and capital markets, supporting high-net-worth individuals, self-directed investors, SMEs, credit unions, corporates, and domestic and international institutional investors. Its culture is built around client success, One Davy, and creating a lasting legacy. With a team of 900+ people, the company encourages continuous learning and personal as well as professional growth.

Role Overview

An opening is available for a Client Service Executive in Dublin. This position supports a team of Directors, Associate Directors, and Senior Private Client Advisers by ensuring day-to-day client service, administrative coordination, and compliance-focused operational support.

Key Duties

• Provide broad administrative assistance to Directors, Associate Directors, and Senior Private Client Advisers.
• Serve as the initial contact for clients and handle queries quickly and efficiently.
• Create investment presentations and prepare meeting packs and supporting paperwork for client meetings.
• Check CRM records and associated documents to make sure they remain accurate and compliant ahead of meetings.
• Track actions after client meetings, prepare minutes, and follow up on outstanding tasks.
• Keep the CRM updated regularly and prepare documents that meet legislative requirements for client data management.
• Coordinate client requests with internal teams to ensure procedures and compliance obligations are followed, while acting as the main contact point internally.
• Manage reporting and operational tasks alongside other team members, and help communicate and embed company procedures.
• Work with Tax Advisers, Solicitors, Brokers, and Life Offices while supporting clients.
• Assist with planning and preparing client events and conferences, including on-site support, hospitality, and occasional out-of-hours attendance.
• Contribute to interdepartmental projects that improve client service, and help roll out and explain new applications to the team.
• Support the completion and follow-up of Investor Policy Statements.
• Take part in company campaign workshops.
• Work within the Risk and Compliance frameworks, 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 discipline.
• Strong working knowledge of MS Word, Excel, Outlook, and PowerPoint.
• Flexible and positive approach to work.
• Strong attention to detail.
• Ability to work well within a team.
• Professional telephone communication skills.
• Well-developed organisational abilities.
• Capability to prioritise personal workload effectively.

Benefits

Davy offers a competitive reward package that includes salary, bonus, pension, and other benefits designed to support employees and their families. The wider benefits offering covers health and wellness support, flexible working options, a flexible benefits allowance, learning and development opportunities, and assistance with retirement planning.

• Health and wellbeing support, including an Employee Assistance Programme and mental health first aid.
• Sports and social initiatives that support physical wellbeing and connection.
• Competitive remuneration with salary, bonus, pension, and additional protection benefits.
• Learning and development support through an award-winning L&D function.
• An inclusive and diverse workplace with a strong sense of belonging.
• Flexible working arrangements, including a hybrid working model.
• A values-led culture focused on One Team, Client Success, and Proud Legacy.

Important Information

Davy is an equal opportunities employer and welcomes applicants from diverse backgrounds and experiences. Even if you do not meet every listed requirement, you are encouraged to apply. The company reviews all applications and can provide reasonable accommodations during the interview process where needed.

Employment in this role depends on the candidate having the right to work in Ireland.

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

Davy Group is part of the Bank of Ireland Group.