What Jobs are available for Advocating For Clients in Ireland?

About the Role

The Client Services Executive plays a key role in enhancing the Lyons Links client experience while supporting day-to-day operations. Reporting directly to the CEO, you'll deliver the personalised touches that make our clients feel valued, while also providing the administrative and logistical support that helps the business run seamlessly.

This is a dynamic position suited to someone who is organised, proactive, and enjoys variety — from managing client communications to coordinating travel logistics and ensuring every detail reflects the Lyons Links standard.

Key Responsibilities

• Deliver personalised client touchpoints, including gift packs, milestone acknowledgements, and special gestures.
• Support client engagement initiatives to strengthen long-term relationships.
• Manage internal and agent bookings (flights, accommodation, logistics).
• Provide sales administration support, including Pipedrive setup, budget tabs, and documentation management.
• Assist with operational processes prior to finance handover into Xero.
• Passion for golf and travel is a distinct advantage.
• Geographical knowledge of the UK and Ireland — essential for itinerary planning and on-the-ground coordination.
• Flexible and comfortable with travel

Why Lyons Links?

• Be part of a dynamic, growing company with a global client base.
• Work alongside experienced leaders and mentors in a collaborative environment.
• Enjoy varied, exciting work with opportunities to grow professionally.
• Help shape unforgettable experiences for clients travelling to Ireland and the UK.

Job Types: Full-time, Permanent

Benefits:

• Company events
• Company pension
• Sick pay

Application question(s):

• Have you a high attention to detail?
• Have you knowledge of or experience with Xero or another accounting package ?
• Do you have knowledge of or experience with the Google suite of products : Drive Sheets Docs etc ?

Work Location: Hybrid remote in Newcastle, Galway, CO. Galway

Company Overview
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries.

Team Overview
KKR's Client Operations Team supports clients in a variety of ways throughout the client lifecycle, from onboarding to investor communications, reporting, and overall relationship management across all asset classes, products and geographies. The team is global and works closely with KKR's Client Solutions ("KCS"), operational groups (Legal, Compliance, Finance, Treasury, Tax, Human Resources) and the firm's Investment professionals to provide information and solutions to clients.

KKR seeks to recruit an experienced professional who is passionate about providing a high quality client experience and enhancing data, processes and technological solutions to join the Client Operations Team and assume primary responsibility for onboarding and managing client and other important contact information throughout the client lifecycle. This responsibility is large and growing, and is an opportunity to work in a cross-functional capacity with key internal and external stakeholders while simultaneously evolving Salesforce as a growing firm-wide customer relationship management ("CRM") platform.

Responsibilities

• Manage the firm-wide contact processing function globally in one centralized CRM system via Salesforce

• Monitor and manage a large pipeline of daily contact management, including but not limited to:

• Onboarding external client contacts from new subscriptions, including establishing more systematic solutions to achieve processing efficiencies;

• Processing daily contact change requests received across the firm and from clients;

• Further developing policy and rules for contact type framework and taxonomy to ensure proper separation and classification of contacts

• Lead efforts to document, design and partner with technology to enhance the contact taxonomy. Including developing better solutions for contact capture, maintenance and servicing needs for each contact type and onboarding channel.

• The successful candidate will work closely with CST leadership and team members to establish a global support and processing model.
• Collaborate with other groups to centralize contact processing and establish clear protocol for contact management
• Work with internal departments on bespoke contact setups as well as internal contact management and controls

• Create standards and manage active rule / tech requirement library for different contact profiles, contact types and exceptions. including but not limited to:

• Ensure integrity of contact roles, permissions and categorizations

• Develop alerts for any violation of contact rules or change management
• Oversee and identify changes to the contact lifecycle: from prospect, to due diligence to onboarded client., including specific portal management
• Perform a quarterly review of contacts and permissions
• Oversee rolling inactive contact deactivation process
• Produce contact lists upon request for client and internal stakeholders
• Build out third party contact controls and access as needs evolve
• Work with Finance to enhance internal contact management and controls
• Serve as data steward with objectives of protecting and enriching contact level data
• Continue the enhancement of robust contact governance frameworks
• Contribute to the design of the client experience specifically via self service capabilities. Build and support the self-service support framework to ensure we are providing the ideal experience for KKR LPs.
• As a specialist and process owner, the ideal candidate will contribute and fine tune existing RPA process solutions related to contacts. This includes managing an active list of enhancement requirements and working with technology to deliver updates.

Requirements

• Bachelor's degree with a strong academic record from an accredited college or university
• At least five years of relevant experience, preferably working in financial services, consulting, financial administration or law
• Understanding of alternative investments and both equity and credit product offerings
• Prior relevant client service and project management experience, ideally at an alternative asset management firm and a commitment to providing best-in-class service
• Motivated self-starter who will own all operational aspects of the required processes
• Articulate, thoughtful professional with the ability listen well and ask targeted questions when needed
• Innovative thinker with a desire to build process improvements rooted in agile technology and collaborate with teams across the firm
• Extremely high attention to detail and accountability
• Ability to maintain impeccable records of investor documents
• Highly organized with exceptional attention to detail and excellent follow-through
• Grace under pressure, a strong work ethic, 24/7 service mentality and a positive attitude
• Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of a broad base of colleagues, and a good sense of humor
• An "always on call" orientation to work
• Ability to identify, escalate, and resolve problems/issues

KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.

Blackstone is one of the world's largest alternative asset managers, with $1 trillion in assets under management. Their mission is to create long-term value and positive economic impact through investments and people. With a global reach across private equity, real estate, credit, infrastructure, life sciences, and more, they create positive economic impact and long term value for their investors, the companies they invest in and the communities in which they work.

About the Role

Paragon is seeking a highly motivated and professional
Client Services Manager
to be based at Blackstone's Dublin office. This role will be embedded within Blackstone's
Global Corporate Services (GCS)
team, supporting a high-performance office environment and ensuring seamless operations and service excellence. You will act as the primary coordinator between Legal & Compliance, Finance, HR, IT, Health & Safety, the Landlord and local vendors.

Key Responsibilities

• Serve as the
  primary point of contact
  for Dublin office leadership and employees, ensuring daily service excellence.
• Oversee and maintain local
  Standard Operating Procedures (SOPs)
  and welcome guides in line with global documentation.
• Manage all
  communications
  , internal updates, and service announcements.
• Prepare and monitor local
  budgets
  , including vendor proposals, invoice tracking, and cost reporting.
• Onboard and manage vendors
  , track service levels, ensure compliance, and oversee office access for works.
• Coordinate with global and regional teams for
  office moves, desk allocations
  , and IT/AV support.
• Support
  internal and external meetings
  , including space booking, hospitality, and guest experience.
• Liaise with
  building management and landlords
  for site-related matters, such as parking and building access.
• Ensure a safe and secure environment by supporting
  Health & Safety protocols
  , access control, and evacuation procedures.
• Provide
  reception and visitor support
  , including meeting room management, guest registration (Envoy), and conference room bookings (EMS).
• Oversee
  office consumables
  , catering requests, stationery, couriers, shredding services, and signage.

Who We're Looking For

• 5+ years' experience
  in a similar workplace, facilities, or operations role, preferably within financial services, corporate environments, or hospitality.
• Strong interpersonal skills with a
  client-first mindset
  and the ability to work confidently with senior stakeholders.
• Detail-oriented, highly organised, and comfortable multitasking in a
  fast-paced corporate environment
  .
• Exceptional verbal and written communication skills
• Proven ability to manage
  budgets, vendors
  , and operational projects independently.
• Tech-savvy using systems such as
  EMS (room booking), Envoy (visitor registration)
  , and Microsoft Office Suite.
• Proactive, resourceful, and able to take initiative
• Willingness to work flexibly, including early or late hours when required.

This is a 12 month fixed term contract that may extend to a permanent role

Salary euro

Devonshire is an equal-opportunity employer, and we encourage job applications from people of all backgrounds. All qualified applicants will receive consideration regardless of gender, race, religion, age, disability, sexual orientation or marital status.

We recognise how challenging this current job market is for candidates, and Paragon Talent Solutions are therefore striving to provide the best candidate experience we can.

If you are interested in this opportunity, we kindly request that you apply via this LinkedIn advert, as opposed to sending us an email or LinkedIn direct message.

We are eager to ensure that each candidate application is considered fairly, and receives a consistent experience. Unfortunately, we cannot ensure this standard if you enquire about a role via email or LinkedIn message, as it falls outside of our established process

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

Client Services Specialist – Security Transfers (German Speaker)

Job Description & Responsibilities

We are seeking a motivated individual with strong initiative and a methodical, analytical approach. The successful candidate for the Client Services Specialist – Security Transfers role will be responsible for:

• Resolving client enquiries via telephone, email, and online chat relating to Free of Payment and Global Asset Transfers, as well as Cash Transfer support.
• Working closely with our back office to manage and resolve securities-related queries from clients globally, including systematic follow-up to address pending transfers, settlement issues, discrepancies, and breaks.
• Supporting Operations Services in day-to-day Securities/Global Custody transactions, particularly in settlement-related clarifications and follow-up.
• Ensuring timely and complete resolution of queries in accordance with agreed service levels and client satisfaction standards.
• Contributing to a culture of continuous improvement focused on client service.
• Delivering excellent client service while actively identifying opportunities to improve process efficiency and team behaviour.

Qualifications & Skills

• Education: Banking or commercial apprenticeship.
• Previous client service experience in the financial and securities services industry, preferably in settlement (securities transfers and/or cash transfers).
• Strong interest in client service and a solid understanding of securities and global custody products.
• A proactive mindset with a demonstrated ability to enhance client satisfaction; keen observational and problem-solving skills, with an interest in new technologies.
• Strong problem-solving abilities and the capacity to perform under pressure.
• Client-focused, with a commitment to timely resolution of enquiries.
• Adaptable, self-motivated, and continuously seeking improvement.
• Fluency in English and German is required; French is a plus.

Company Overview:

Walfrid Private is a Wealth Management firm based in Ballymount in Dublin 12. We assist Irish Company Directors, Business Owners and Entrepreneurs to reduce costs, reduce taxes and improve both business and personal financial performance.

Walfrid Private implement strategic plans with their clients to ensure they achieve financial independence sooner than they ever imagined possible by structuring long term bespoke financial cashflows. We work with clients nationwide, to ensure Wealth Development through multi-channel cashflows that are structured tax efficiently.

Role Overview:

We a looking to add a motivated Client Services Executive to our team. Reporting to the Business Development Manager, the successful candidate will be responsible for a number of different areas of the business including customer service, office administration and some personal assistant duties to the CEO.

Duties:

Customer Service

• Serve as the first point of contact for all new client enquiries via phone, providing a professional and welcoming introduction to Walfrid Private.
• Proactively engage with new and potential clients to invite them to weekly webinars and introduce them to our offering.
• Work closely with the Business Development Manager to identify and qualify high-potential leads and high-net-worth individuals.
• Coordinate and schedule follow-up meetings for the Business Development Manager and occasionally our team of Financial Advisors as required.

Office Administration

• Greet and welcome clients and guests upon arrival, ensuring a professional and positive first impression at reception.
• Manage the scheduling and coordination of all internal meeting rooms, including setup and preparation.
• Assist with the management of events run by the company.

Personal Assistant

• Ad hoc personal assistance to CEO, handling errands and tasks as needed.
• Assist with the management of CEO's calendar, confirming appointments with clients in advance.
• Book travel for CEO when needed, including flights, accommodation, and transport.

Skills & Experience:

• A minimum of 1 years in a customer service environment. Recent graduates or candidates with backgrounds in retail, contact centres, office admin or hospitality considered.
• A background in dealing with customers both over the phone and face-to-face.
• Prior experience in financial services is beneficial but not required.
• Must have own transport.

Job Type: Full-time

Pay: €30,000.00-€32,000.00 per year

Benefits:

• Company pension
• On-site parking

Work Location: In person

By living according to a common set of values, we create a culture that unifies, embraces the uniqueness we all bring to the company, and positions Integer for long-term success.

At Integer, our values are embedded in everything we do.

Customer
We focus on our customers' success

Innovation
We create better solutions

Collaboration
We create success together

Inclusion
We always interact with others respectfully

Candor
We are open and honest with one another

Integrity
We do the right things and do things right

Accountabilities & Responsibilities

• Adheres to Integer's Values and all safety, environmental, security and quality requirements including, but not limited to: Quality Management Systems (QMS), Safety, Environmental and Security Management Systems, U.S. Food and Drug Administration (FDA) regulations, company policies and operating procedures, and other regulatory requirements.
• Provides leadership for the respective IT Client site support team to meet site requirements, organizational goals and customer expectations.
• Works closely with all roles within Technology Services to determine business technology, productivity, and process needs.
• Assists in the development and implementation of Technology Services objectives.
• Will act as a business liaison and IT coordinator for site technology projects and implementations.
• The position will manage the technical aspects of projects and changes depending on subject and need.
• Will act on information requests and coordination of IT responses related to site Quality or customer audits.
• The position will be a focal point for new site technology requirements and will either research and act directly on them or coordinate with other IT team members as needed.
• Performs analysis and feedback related to IT projects impacting the sites. Will assist with resource and cost estimates.
• Manages subordinates in a manner that fosters a self-directed and collaborative team approach.
• Provides strong leadership and mentoring of client services staff in a manner that fosters continuous improvement while providing direction for day-to-day operations.
• Evaluates site needs and impacts for any proposed changes and raises risk awareness for proposed IT changes to ensure a positive overall user experience.
• Responsible for managing site PC related stock levels and coordinating provisioning of local PC related assets.
• Drives and coordinates the annual PC refresh process for assigned sites.
• Keeps up to date with advances in desktop and related IT technology to meet the businesses' strategic goals.
• Assists in the development of technology roadmaps and lifecycles, partnering with site business, vendors and suppliers.
• Ensure comprehensive documentation exists for all implemented systems within assigned area of responsibility.
• Serves as a member of the incident, problem and change management team.
• Participate in IT's Architecture Review Board (ARB).
• Performs other duties as required.

Education & Experience

• Minimum Education: Bachelor's degree in Information Technology or related discipline, or with equivalent work experience.
• Minimum Experience: 7+ years of related experience providing IT desktop support for a manufacturing environment in a multi-site Microsoft Windows environment.

Knowledge & Skills

• Well-developed written and verbal communication skills.
• Strong attention to detail and logical approach to work.
• Strong customer service and collaboration skills.
• An active interest in learning and maintaining technical skills and knowledge.
• The ability to investigate, identify and solve problems quickly and efficiently.

Specialized Knowledge

• Strong leadership ability and ability to work successfully with many high priority demands.
• Solid understanding of Windows desktop, server and LAN/WAN networking technologies.
• Deep experience with the IT needs of site manufacturing environments.

U.S. Applicants: Equal Opportunity Employer. In addition, veterans and individuals with disabilities are encouraged to apply.

Client Services Coordinator

Full-time, Permanent Position - Fully onsite in Dublin 8 - Minimum 3 years experience in professional office environment - Minimum typing speed of 40 words per minute - Salary DOE - €40,000-€0,000.

Our client are a leading professional firm in Dublin 8 and are currently seeking a dedicated
Client Services Assistant
to provide crucial support to their Advisors. This is a fantastic opportunity for somebody looking to join a dynamic but very supportive team. They're looking for somebody proactive, friendly and detail focused to act as the main point of contact for their clients.

Their clientele includes other legal firms, as well as direct clients, so if you have experience in a professional services setting, either within a
legal firm, accountancy or financial firm,
this role could be a really good fit.

What You'll Do:

As an integral part of their team, you will assist three Advisors in managing their client workload, with a strong focus on delivering exceptional client service. Realistically, you'll be the go-to person for their clients, ensuring all their files are accurate and updated, really focusing on all the little details.

Your responsibilities will include, but are not limited to:

• Client Communication Management:
  Reviewing, categorising, prioritising and distributing all incoming client correspondence. You'll be adept at assisting clients directly to resolve queries at the first point of contact.
• Diary & Meeting Management:
  Efficiently managing diaries, scheduling meetings and sending confirmations for both in-person and virtual (Zoom) engagements. You'll also greet clients for onsite meetings and provide support (e.g., refreshments, scanning).
• Email & Call Handling:
  Managing the email inboxes of two professionals, ensuring timely responses and proper filing. You'll also answer, screen and direct telephone calls, taking messages or resolving queries on the spot where possible.
• File & Data Management:
  Opening new client files, managing Anti-Money Laundering (AML) documentation and performing data entry on their case management system.
• Ad Hoc Support:
  Providing general administrative and ad hoc support to the team.

What You'll Bring:

We're looking for a candidate with a solid professional foundation and a commitment to excellence.

Key Competencies:

• Minimum 3 years' experience in a professional office environment.
• A minimum typing speed of 40-50 words per minute.
• Excellent written and verbal communication skills.
• Fluency in English, both written and verbal is essential.
• High level of attention to detail when reviewing documents and correspondence.
• Strong sense of initiative and reliability.
• Proven ability to manage multiple tasks and meet deadlines.
• Strong IT and system skills, with strong experience in Excel, Word and Outlook.
• A strong work ethic and professional demeanour.
• Ability to work collaboratively as part of a team, while also being proactive and self-motivated.
• Experience with the Practice Evolve package (or similar case management system) is preferred but not essential.

Remuneration

The salary will depend on experience, in the range of ,000- ,000.

Additional Information:

This role does not meet criteria for a Critical Skills permit.

Company Overview:

Walfrid Private is a Wealth Management firm based in Ballymount in Dublin 12. We assist Irish Company Directors, Business Owners and Entrepreneurs to reduce costs, reduce taxes and improve both business and personal financial performance.

Walfrid Private implement strategic plans with their clients to ensure they achieve financial independence sooner than they ever imagined possible by structuring long term bespoke financial cashflows. We work with clients nationwide, to ensure Wealth Development through multi-channel cashflows that are structured tax efficiently.

Role Overview:

We a looking to add a motivated Junior Client Services Executive to our team. Reporting to the Business Development Manager, the successful candidate will be responsible for a number of different areas of the business including customer service, office administration and some personal assistant duties to the CEO.

Duties:

Customer Service

• Serve as the first point of contact for all new client enquiries via phone, providing a professional and welcoming introduction to Walfrid Private.
• Proactively engage with new and potential clients to invite them to weekly webinars and introduce them to our offering.
• Work closely with the Business Development Manager to identify and qualify high-potential leads and high-net-worth individuals.
• Coordinate and schedule follow-up meetings for the Business Development Manager and occasionally our team of Financial Advisors as required.

Office Administration

• Greet and welcome clients and guests upon arrival, ensuring a professional and positive first impression at reception.
• Manage the scheduling and coordination of all internal meeting rooms, including setup and preparation.
• Assist with the management of events run by the company.

Personal Assistant

• Ad hoc personal assistance to CEO, handling errands and tasks as needed.
• Assist with the management of CEO's calendar, confirming appointments with clients in advance.
• Book travel for CEO when needed, including flights, accommodation, and transport.

Skills & Experience:

• A minimum of 1 years in a customer service environment, backgrounds in retail, contact centres, office administration or hospitality considered.
• A background in dealing with customers both over the phone and face-to-face.
• Prior experience in financial services is beneficial but not required.
• Must have own transport.

Job Type: Full-time

Benefits:

• Company pension
• On-site parking

Work Location: In person

We are Unio, an established Wealth Management business backed by Great-West Lifeco, via its Irish subsidiary Irish Life Group.

Unio specialises in private wealth management and employee benefit consultancy and has over 30 years' experience advising companies and personal investors.

With offices in Dublin, Cork, Galway and Limerick, Unio has €14 billion in assets under administration and advice. We advise more than 10,000 private clients in relation to wealth management.

A key component within Unio, the Wealth Management division oversees all client engagement including delivery of a unique outcome based proposition to existing and prospective clients. This is delivered through the wealth management advisory team and supported by the client service function. The Wealth management team develop insightful thought leadership content and will lead and refine the capability of the wealth management advisory team.

In addition, this Division will develop a deep understanding of what drives client values, opportunities for growth, emerging disruptions, and value based pricing and proposition activities.

Role
We are looking to recruit Client Service Executives to join a growing and dynamic team and be part of a business at the leading edge of Wealth Management in Ireland.

These roles can be based in our Dublin or Cork office.

Key Responsibilities

• Client portfolio end-to end administration
• Annual portfolio reviews and valuations
• Processing new business, communicating, and interacting with product producers (generally major insurance companies) to ensure prompt processing of applications. This applies to pre post retirement pension structures, protection benefits investment portfolios
• Communicating with clients regarding their portfolios and new applications in an effective and timely manner
• Working with and supporting advisers in meeting regulatory compliance requirements.

Skills And Qualifications

• BA (Hons) Degree within a Business or Finance related discipline
• A minimum of 2-3 years' relevant experience in a similar role, preferably within a Financial Advisery firm or Life Pensions Broker is essential
• QFA qualified or progressing towards this qualification is essential
• Working knowledge of Anti-Money Laundering (AML) requirements and associated Compliance requirements.
• Ability to demonstrate a high level of attention to detail with a focus on numerical skills
• Excellent verbal and written communication skills
• Ability to manage own workload while prioritising effectively and efficiently
• Microsoft Word, Excel, and Outlook (Intermediate)

Personal Qualities

• Ability to work independently and as part of a team
• Demonstrate a high degree of energy, enthusiasm, and flexibility
• Numeracy and excellent organisation skills are essential for this position
• Successful candidates are likely to be confident multi-taskers with a good work ethic and a keen focus on attention to detail and quality

What We Can Offer You?*:

• Flexible working from home options
• Investment in your professional development (e.g. professional qualifications relevant to your role)
• Pension contribution
• Income protection
• Employee Assistance Programme
• Active Sports Social Club
• Some may apply after successful completion of probation period.

Application Process
If you think you are a good fit for this role, then we invite you to apply.

The Company reserves the right to draw up a shortlist as part of the selection process. This role will be advertised across the Irish Life/Canada Life Group and to the external market. Please note that we will not consider CVs from external recruiters at this time. The selection process employed will be at the discretion of the Company.

Unio Financial Services Ltd. is an Equal Opportunities Employer