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Senior Associate - Intermediary Support

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

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Experience Level

Mid to Senior

Qualifications

About YouWe seek candidates with the following background and skills:A degree in Business or Finance or equivalent qualification. QFA qualification with a commitment to obtaining CFP certification. Experience and knowledge in settlements and operations. A proven track record in reconciliation and control. Advanced proficiency in Microsoft Word, Excel, and Outlook. Strong numerical skills. A customer service-oriented mindset with a history of providing excellent service. Exceptional attention to detail and accuracy. Outstanding organizational abilities. Capability to prioritize tasks and meet deadlines. An optimistic attitude and a collaborative spirit.

About the job

About Us

At Davy, our nearly 100 years of success is built upon the unique talents of our people. As we expand, so do you. You’re not just a member of our team; you’re a pivotal contributor to our future.

Founded in 1926, the Davy Group is a cornerstone of wealth and capital management in Ireland, delivering a comprehensive suite of services to high-net-worth clients, self-directed investors, small to medium enterprises, credit unions, corporations, and both domestic and international institutional investors.

Our culture is centered around three core values that guide our actions: client success, unity as one Davy, and fostering a proud legacy. Aligned in our mission, we collaborate to produce exceptional results for our clients. As part of a dynamic team of over 900, you will be encouraged to learn and develop both professionally and personally.

About the Role

An exciting opportunity has emerged within the Davy Select support function for a Senior Associate in Intermediary Support. In this position, the successful candidate will:

  • Understand and meet broker requirements regarding turnaround time and accuracy, consistently delivering exceptional customer service.
  • Oversee the establishment of new accounts and address account inquiries.
  • Collaborate with internal teams within Davy Operations.
  • Maintain and update broker and client pipelines alongside Management Information.
  • Provide comprehensive administrative support to the Davy Select Account Managers.
  • Proactively enhance processes by implementing improvements based on broker and client feedback.
  • Acquire a thorough understanding of pensions and investments alongside related product knowledge.
  • Mentor and train junior team members.
  • Participate in ad-hoc projects and business development initiatives as needed.
  • Adhere to the Risk and Compliance frameworks, policies, and procedures pertinent to the role.

About Davy Group

Davy Group has been a central figure in Ireland's financial landscape for nearly a century, providing a comprehensive range of services designed to meet the needs of diverse clients, from individuals to large institutional investors. Our commitment to excellence and client success is at the heart of everything we do, supported by a culture that encourages teamwork and personal growth.

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