Davy

Finance / FinServ

IntermediarySupportAssociate

Dublin, County Dublin, Ireland FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Intermediary Support Associate at Davy. Skills: Intermediary Support, Account Opening, Client Relationship Management, Risk and Compliance. Ensure Brokers requirements are understood and met in terms of turnaround and accuracy. Manage the opening of new accounts and account maintenance”

What You'll Achieve.

Consistently provided with excellent customer service; Deliver exceptional outcomes for our clients

Industry & Context.

Finance / FinServ
Problems you'll solve

Actively seek to add value to processes by introducing improvements based upon Broker & Client feedback

Eligibility Requirements

Eligibility to work in Ireland

What They're Looking For.

Must Have

Business/Finance degree or QFA qualification or willingness to obtain, Knowledge of settlements, Proven record in reconciliation, Advanced knowledge of Word, Excel, Good numeric skills, Customer service focused with a record of providing excellent customer service, Accuracy and attention to detail, Excellent organisational skills, Ability to prioritise and work to deadlines, A positive attitude, work ethic, flexible outlook and a high level of initiative

Nice to Have

QFA qualification

What You'll Do.

Ensure Brokers requirements are understood and met in terms of turnaround and accuracy

Manage the opening of new accounts and account maintenance

Update broker and client pipelines and Management

Provide general administrative support

Develop a thorough working knowledge of pension and investments and the appropriate product

Involvement in ad hoc projects & business development as required

Comply with the Risk and Compliance frameworks

policies and procedures associated with the role

How You'll Work.

Team & Collaboration

Liaise with internal teams within Davy

Communication Scope

Excellent communication skills

Full Job Description

**About us ** At Davy, it’s the unique talents of all our people that have been the foundations of our success for almost 100 years. As we continue to grow, so do you. Because you are not just part of our team – you are a key player in shaping our future. At Davy, you are the difference. Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and domestic & international institutional investors. Our culture is shaped around three values, which are at the heart of everything we do: client success, one Davy, and building a proud legacy. Sharing the same goals, we work together to deliver exceptional outcomes for our clients. As part of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally. of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally. **About the role** An exciting opportunity has arisen within the support function of Davy Select for an Intermediary Support Associate. In the role, the successful candidate will: * Ensure Brokers requirements are understood and met in terms of turnaround and accuracy and that Brokers are consistently provided with excellent customer service; * Manage the opening of new accounts and account queries; * Liaise with internal teams within Davy Operations; * Update broker and client pipelines and Management Information; * Provide general administrative support to the Davy Select Account Managers; * Actively seek to add value to processes by introducing improvements based upon Broker & Client feedback; * Develop a thorough working knowledge of pension and investments and the appropriate product knowledge; * Involvement in ad hoc projects & business development as required. * Comply with the Risk and Compliance frameworks, policies and procedures associated with t

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