Client Profile & Information Management Associate - Davy - ref. o1315323
About us
From day one, you’ll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland’s future business leaders.
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.
About the role
An exciting opportunity has opened up for a strong administrator to join our Client Profile & Information Management team. In the role, the successful candidate will:
- Input Investor Profiles, liaise with Wealth Management teams
- Ensure Investor Profiles are input with attention to detail to minimise error
- Guarantee all changes to client data are processed in line with SLAs and daily deadlines, Client Asset Regulations, AML Regulations and Internal procedures;
- Ensure clients are given access to myDavy online services, reissue usernames and passwords and 2FA codes
- Ensure all documents are completed in their entirety and in a compliant fashion;
- Ensure client details are input with attention to detail to minimise error
- Understand and adhere to the rules of Euronext (Dublin), Financial Regulator and EU;
- Assist in any queries that relation to Investor Profiles, client documentation and client accounts
- Maintains existing client data, liens, account restrictions, tax documents and accounts documents for existing clients
Requirements
About you
We are looking for somebody who has the following background and skills:
- Minimum of 2 years' experience in financial services.
- Experienced in reviewing anti money laundering documentation.
- Strong customer service skills;
- Proficient in MS Office suite, particularly MS Word and Excel;
- Strong communication skills, both written and verbal.
What we offer
We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage. Our benefits are not just a number. Yes, we offer competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage.But more than that, we focus on developing our people to be their best, professionally and personally.
Training support provided by award-winning Learning & Development Team, extensive sports & social programmes (including free on-site gym & fitness studio), flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives are just some of the ways our people can empower themselves to be their best.
Important Information
Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if you don’t meet all of the requirements outlined in the job description, we still encourage you to apply.We review all applications received. As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity to participate in the interview process. If you require any reasonable accommodations, please let us know, and we will do our best to make the necessary arrangements.
Appointment to this role is subject to the candidate's eligibility to work in Ireland.
Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role.
Davy Group is a member of the Bank of Ireland Group.