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Intermediary Support Associate

Davy GroupDublin, County Dublin, Ireland
On-site Full-time

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Experience Level

Experience

Qualifications

About YouWe are searching for a candidate with the following qualifications and skills:A degree in Business or Finance or equivalent;QFA qualification or a commitment to obtain it;Understanding of settlements and operations;Demonstrated experience in reconciliation and control;Proficient in Microsoft Word, Excel, and Outlook;Strong numerical abilities;Customer service-oriented, with a track record of delivering outstanding service;Detail-oriented with high accuracy;Excellent organizational capabilities;Ability to prioritize and meet deadlines;A proactive attitude, strong work ethic, and a flexible approach with enthusiasm.

About the job

Davy Group has been a fixture in Ireland’s wealth and capital management sector since 1926. The company works with a wide range of clients, from high-net-worth individuals and self-directed investors to SMEs, credit unions, corporations, and institutional investors both in Ireland and abroad. With a team of more than 900 professionals, Davy Group values client success, teamwork, and long-term impact. Collaboration and ongoing professional development are important aspects of daily work at Davy.

Role overview

The Intermediary Support Associate is part of the Davy Select support team in Dublin. This role centers on assisting brokers and internal colleagues, making sure account operations run smoothly and client service remains strong.

Main responsibilities

  • Meet broker requirements for turnaround time and accuracy to provide high-quality customer service.
  • Facilitate new account openings and respond to account-related queries.
  • Work with internal teams across Davy Operations to resolve issues and share information.
  • Maintain broker and client pipelines along with management information records.
  • Provide administrative support to Davy Select Account Managers.
  • Look for ways to improve processes based on broker and client feedback.
  • Build a strong understanding of pensions, investments, and related products.
  • Assist with ad hoc projects and business development activities as needed.
  • Follow all relevant risk and compliance frameworks, policies, and procedures.

Location

This position is based in Dublin, County Dublin, Ireland.

About Davy Group

Davy Group has been a trusted name in wealth management for nearly a century, providing tailored financial services to a diverse clientele. Our commitment to client success and a collaborative work culture fosters both personal and professional growth within our team.

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