12 Advocating For Clients jobs in Ireland

Client Services Assistant

Dublin, Leinster Brightwater

Posted 4 days ago

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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 dedicatedClient 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 alegal 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. Skills: Client Administrative Support Team Support Administration General Administration Office assistance Answering Calls Conference Coordinating
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Client Services Executive

Dublin, Leinster Brightwater

Posted 8 days ago

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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 dedicatedClient 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 alegal 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. Skills: Client Administrative Support Phone Manner Client administration Contact management Client Rapport CRM System CRM databases
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Client Services Executive

D Dublin, Leinster Elevate Partners

Posted 17 days ago

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Permanent
Our client is a leading Wealth Management firm who are looking to hire a Client Services Executive to join their team in Dublin. Responsibilities of this Client Services Executive Job: Client portfolio end-to end administration Annual portfolio reviews and valuations Processing new business, communicating, and interacting with product producers 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 mannerRequirements of this Client Services Executive Job: 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 Advisory firm or Life & Pensions broker is essential QFA qualified or progressing towards this qualification Excellent verbal and written communication skills Ability to work independently and as part of a team This is an excellent opportunity for someone who is looking to develop their career in the Wealth Management space. For more information on this Client Services Executive job or to discuss in more detail, contact Aoife Stokes at  or apply directly below. 
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Consultant, Custody Client Services Limerick

Limerick, Munster Northern Trust

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About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Role/ Department: As part of the continued investment in talent and client experience, we are currently seeking a Consultant to join our Custody Client Services team based in our Limerick office. This role offers hybrid working as well as our additional benefits. This is a dynamic, client facing role where you will act as key contact for client queries and service delivery. This position is suited to professionals with experience in transaction servicing or broader financial operations including settlements, income, equity , corporate actions , or asset servicing who are looking to build on their skillset in a supportive and growth orientated environment. The key responsibilities of the role include: Acting as day to day contact for assigned clients, managing incoming queries and ensuring responsive, solutions focused approach. Liaise with internal operations teams and external parties to resolve queries Supporting set up of client and custody accounts and ensuring accurate documentation of data Working closely with stakeholders to identify and resolve any breaks, discrepancies or delays in asset servicing and transaction flows. Assist in the preparation of client reporting and participate in service review meetings, monitoring service level agreements and client satisfaction Ensuring all processes are being followed in line with regulatory requirements and internal risk controls Appropriate escalation of issues when required Working with partners globally to drive process improvements Skills/ Qualifications: The successful candidate will benefit from having: Previous experience working in financial services environments, with exposure to Custody or related fields Strong communication skills, able to build internal and external relationships Proactive problem solver, solution focused Client facing experience or client ownership responsibilities Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at . We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
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Tax Senior Manager Private Client Services

Dublin, Leinster RSM Ireland Business Advisory Limited

Posted 7 days ago

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Tax Senior Manager Private Client Services Dublin About RSM As one of the world's largest networks of audit, tax, and consulting firms, RSM is committed to delivering big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions - we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to become better every day. If you are looking for a firm where you can build a future and make an impact, then RSM is the place for you. RSM Ireland is one of the country's fastest growing advisory firms, specialising in the provision of audit, tax and consulting services to leading domestic and international mid-market clients. We are a key member of the RSM International network and work closely with over 65,000 colleagues in 820 offices, spanning over 120 countries. RSM International is the world's most rapidly growing accountancy network and currently ranked number six globally. When you join RSM you'll have a world of opportunity to build the career you want. It's your future. Own it at RSM. Our clients range from growth-focused entrepreneurial businesses through to leading multi-national organisations across many sectors and operating nationally and across borders. At RSM Ireland, we are embracing the hybrid working model and at present all our roles facilitate this. The Opportunity Due to our continued growth and ambitious plans for further expansion in Ireland, we have an exciting opportunity to add a Tax Senior Manager (Private Client Services) to our diverse and progressive tax team. The role will offer an environment for someone looking to accelerate their knowledge, skills, and development in a creative, entrepreneurial and supportive team, working with lots of fantastic clients along the way. This is a fantastic opportunity to join a growing team at an exciting part of its journey, working on a hybrid basis and reaping the rewards of being at home and in the office on a weekly basis. The variety of projects will challenge you every day, helping you expand your capabilities and grow professionally. You'll have plenty of opportunity to broaden your horizons and discover a culture that nurtures individuality and celebrates fresh thinking! The successful candidate will be: Building and maintaining relationships with a portfolio of clients and providing a high standard of client service, with a core focus on privately owned clients. Coordinating and collaborating with other RSM member firms on cross-border projects and business development initiatives. Managing the tax compliance obligations on a portfolio of private clients and leading the delivery of high-quality tax advisory services to those clients. Contributing to the operational management of the tax department, including leading key business development initiatives. Liaising with clients in a timely responsive manner, advising, researching, and resolving all relevant tax issues and technical matters on advisory assignments. Assisting partners with the build out and commercial management of the firms private clients portfolio and related services. Providing mentorship to junior staff, and work on attracting, developing, and retaining the best talent for the firm. The Person The ideal candidate will have the following skills and experience: ITI and/or ACA or ACCA qualified. At least 3 to 4 years' experience in a management role in a tax practice or industry. Experience in managing a private client portfolio with strong commercial expertise. Relationship management - ability to read situations and modify behaviour to build quality, diverse relationships. Demonstrate an ability to adapt to changing client and market needs, to contribute to new ideas and propose innovative solutions to problems. Strong technical skills to deliver private client tax advisory services. Experience in coaching and mentoring staff. Team player with strong communication & interpersonal skills. Strong Microsoft applications skills; Outlook, Teams, Excel, PowerPoint, and Word. #RSM is an equal opportunity employer. To be considered for this role you will be redirected to and must complete the application process on our careers page. To start the process, click the Apply button below to Login/Register.
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Client Services Representative, Custody Services (Graduate Opportunity)

Limerick, Munster Northern Trust

Posted 2 days ago

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About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Role/ Department: Limerick's Custody Client Service team are responsible for 600+ clients. The department has a high level of interaction with internal teams to source information which enables the team to provide Prompt Quality Responses for all client queries. Role Based in Limerick, the successful candidate will report into the Custody Services Manager. The successful individual will focus on resolution of client queries, where expertise is required to problem solve and manage client expectations. The role offers the opportunity to develop skills and knowledge of the firm's global operating structure. The successful individual will be responsible for maintaining and enhancing the service provided to clients while also having the opportunity to identify and solve service issues. The key responsibilities of the role include: To act as the primary point of contact for all custody related queries from the Client. Responsible for maintaining and enhancing service provided to the Client. Ownership, management and resolution of all Client queries. Awareness of transition activity linked to the Client. Identifies and manages resolution of service delivery root causes. Initiates frequent, proactive communication with the Investment Manager daily contacts to verify perceived levels of satisfaction and demonstrate proactive service. Participates in Service Reviews as required. Build and maintain strong relationships with all internal partners. Maintain and monitor all client data and standing instructions. Monitoring and resolution of cash and stock exceptions. Ensure day to day funding requirements are in line with client standing instructions. Resolves all ASL situations in a timely manner. Ensure compliance with all NT risk policies and adherence to 'Best Practice' documents. Skills/ Qualifications: Excellent oral and written communication skills are required. Analytical and problem solving skills are required. Ability to facilitate discussions and reach decisions. Ability to work under pressure to achieve the multiple daily deadlines for client deliverables, with a mature approach. Ability to plan and prioritise their day to day workload to meet client deadlines. Ability to review and resolve complex issues. Demonstrates an excellent understanding of risk associated with the role. A College or University degree is preferred. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at . We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
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Case Management Worker

Dublin, Leinster recruitNet

Posted 187 days ago

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Permanent
RecruitNet International Ltd specialises in Healthcare recruitment for Domestic and Overseas candidates for Hospitals, Nursing Homes, Home care and Community care.Our Client is a leading Charity operating across Ireland supporting some of the most marginalized individuals, couples, and families experiencing Homelessness. Currently Hiring an experienced  Case Management Worker  for their Dublin Operation. Full time 35 hours per week – we are open to flexible working arrangements                 Permanent Contract Key Responsibilities To guarantee that service users have access to pertinent wraparound services that are necessary for their advancement by working closely with them and using a case management approach.Our goal is to support and enable service users to get past the obstacles they encounter. To help customers keep their present accommodations, we work with teams from various services.Evaluation of Life Skills and Useful Assistance: improving current life skills to enable people to become more self-sufficient.Risk assessment must be given top priority, and lone working procedures must be followed, in order to completely comply with organisational health and safety policies.In order to help the service accomplish its main goals and guarantee that the needs of service users are satisfied, try to be innovative and proactive in your job.RequirementsMust possess a minimum of 2 years of experience in the homeless sector or a related field, with at least one year dedicated to coordinating support plans for service users with complex needsHave a deep understanding of the causes of homelessness and the challenges faced by individuals at risk. Candidates should have experience collaborating with various agencies in both voluntary and statutory sectors.Experience in lone or off-site work is desirableClear comprehension of the case management approach is crucial for success in this role.BenefitsLife assurance and pensionOpportunities for career progression Maternity Leave and Annual LeaveEmployee Assistance Programme 
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Case Management Worker

Cork, Munster €33000 - €37109 hour recruitNet

Posted 238 days ago

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Our Client is a leading Charity operating across Ireland supporting some of the most marginalized individuals, couples, and families experiencing Homelessness. Currently Hiring an Experienced  Case Management Worker  for their Cork Operation. we are open to flexible working arrangements                 

12 Month Fixed term contract 

Both full time and part-time roles available17.5 hours & 35 hours per week Key Responsibilities To work directly with service users, utilizing a case management approach to ensure access to relevant wraparound services needed for the service user’s progression.Our mission is to advocate for and empower service users to overcome the barriers they face. We collaborate with teams from different services to provide support to clients in maintaining their current accommodation.Life Skills Assessment and Practical Support: Enhancing existing life skills to empower individuals towards greater independence.To fully comply with Organizational Health & Safety Policies, it is imperative to prioritize the assessment of risks and adhere to guidelines regarding lone working.Strive to work creatively and take initiative to assist the service in achieving its core objectives and ensuring that the needs of service users are met.RequirementsMust possess a minimum of 2 years of experience in the homeless sector or a related field, with at least one year dedicated to coordinating support plans for service users with complex needsHave a deep understanding of the causes of homelessness and the challenges faced by individuals at risk.Candidates should have experience collaborating with various agencies in both voluntary and statutory sectors.Experience in lone or off-site work is desirableClear comprehension of the case management approach is crucial for success in this role.BenefitsLife assurance and pensionOpportunities for career progression Maternity Leave and Annual LeaveEmployee Assistance Programme 
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Case Management Worker

Dublin, Leinster recruitNet

Posted 491 days ago

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Our Client is a leading Charity operating across Ireland supporting some of the most marginalized individuals, couples, and families experiencing Homelessness. Currently Hiring an experienced  Case Management Worker  for their Dublin Operation. Full time 35 hours per week – we are open to flexible working arrangements                 Permanent Contract Key Responsibilities To work directly with service users, utilising a case management approach to ensure access to relevant wraparound services needed for the service user’s progression. Our mission is to advocate for and empower service users in overcoming the barriers they face. We collaborate with teams from different services to provide support to clients in maintaining their current accommodations. Life Skills Assessment and Practical Support: Enhancing existing life skills to empower individuals towards greater independence. In order to fully comply with Organizational Health & Safety Policies, it is imperative to prioritize the assessment of risks and adhere to guidelines regarding lone working. Strive to work creatively and take initiative to assist the service in achieving its core objectives and ensuring that the needs of service users are met. Requirements Must possess a minimum of 2 years of experience in the homeless sector or a related field, with at least one year dedicated to coordinating support plans for service users with complex needsHave a deep understanding of the root causes of homelessness and the challenges faced by individuals at risk. Candidates should have experience collaborating with various agencies in both voluntary and statutory sectorsexperience in lone or off-site working is desirableclear comprehension of the case management approach is crucial for success in this role.BenefitsLife assurance and pensionOpportunities for career progression Maternity Leave and Annual LeaveEmployee Assistance Programme 
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Case Management Worker-Cork

Cork, Munster €44846 - €53151 hour recruitNet

Posted 446 days ago

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Our Client is a leading Charity operating across Ireland supporting some of the most marginalized individuals, couples, and families experiencing Homelessness. Currently Hiring an experienced  Case Management Worker  for their Cork Operation. Full time 35 hours per week – we are open to flexible working arrangements                 Permanent Contract Key Responsibilities To work directly with service users, utilising a case management approach to ensure access to relevant wraparound services needed for the service user’s progression. Our mission is to advocate for and empower service users in overcoming the barriers they face. We collaborate with teams from different services to provide support to clients in maintaining their current accommodations. Life Skills Assessment and Practical Support: Enhancing existing life skills to empower individuals towards greater independence. In order to fully comply with Organizational Health & Safety Policies, it is imperative to prioritize the assessment of risks and adhere to guidelines regarding lone working. Strive to work creatively and take initiative to assist the service in achieving its core objectives and ensuring that the needs of service users are met. Requirements Must possess a minimum of 2 years of experience in the homeless sector or a related field, with at least one year dedicated to coordinating support plans for service users with complex needsHave a deep understanding of the root causes of homelessness and the challenges faced by individuals at risk. Candidates should have experience collaborating with various agencies in both voluntary and statutory sectorsexperience in lone or off-site working is desirableclear comprehension of the case management approach is crucial for success in this role.BenefitsLife assurance and pensionOpportunities for career progression Maternity Leave and Annual LeaveEmployee Assistance Programme 
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