Client Profile
4 days ago
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:
1. Input Investor Profiles and liaise with Wealth Management teams.
2. Ensure Investor Profiles are input with attention to detail to minimise error.
3. Guarantee all changes to client data are processed in line with SLAs and daily deadlines, Client Asset Regulations, AML Regulations and Internal procedures.
4. Ensure clients are given access to myDavy online services, reissue usernames and passwords and 2FA codes.
5. Ensure all documents are completed in their entirety and in a compliant fashion.
6. Understand and adhere to the rules of Euronext (Dublin), Financial Regulator and EU.
7. Assist in any queries that relate to Investor Profiles, client documentation and client accounts.
About you
We are looking for somebody who has the following background and skills:
1. Minimum of 2 years' experience in financial services.
2. Experienced in reviewing anti money laundering documentation.
3. Strong customer service skills.
4. Proficient in MS Office suite, particularly MS Word and Excel.
5. 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.
#J-18808-Ljbffr
-
Client Profile
2 weeks ago
Dublin, Ireland Davy Group Full timeAbout 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...
-
Client Advisor
4 days ago
Dublin, Ireland Burberry Full timeSelect how often (in days) to receive an alert: Department: RETAIL OFFLINE City: Dublin Location: GB INTRODUCTION JOB PURPOSE As a Client Advisor, you will build relationships with Burberry’s new and existing clients, delivering a personalized and elevated experience that drives commercial success. Reporting to the store management, you will inspire...
-
Finnish Client Services Administrator
2 weeks ago
Dublin, Ireland Abrivia Recruitment Specialists Ltd. Full timeJob Title: Finnish Client Services Administrator Reports To: Team Supervisor Location: Dublin City Centre (100% onsite for training, then hybrid) (Mon-Fri standard hours) Model: Full time permanent position, fully onsite during probation period and hybrid model after this point Benefits: Pension, Healthcare, Profit Share, Risk Benefits, Holidays,...
-
Digital Client Associate
1 week ago
Dublin, Ireland Core Full timeThe Role OVERVIEW - Media Team Digital Client Associates have a very structured learning programme in place, delivered by the best trainers in the industry. The purpose of this is to ensure a consistent level of knowledge covering everything from the basics to advanced areas of media planning. Quality control of output will be critical to this role. - This...
-
Finnish Client Services Administrator
1 week ago
Dublin, Ireland Abrivia Full timeJob Title: Finnish Client Services Administrator Reports To: Team Supervisor Location: Dublin City Centre (100% onsite for training, then hybrid) (Mon-Fri standard hours) Salary: Attractive, depending on experience with excellent benefits Model: Full time permanent position, fully onsite during probation period and hybrid model after this point Benefits:...
-
(Apply Now) Private Client Tax Director
1 week ago
Dublin, Ireland Private Investigator Norfolk Full timeA+F Recruitment is partnering with the leading Private Client Tax team in Ireland to recruit a Tax Director to their leadership group. Benefit from the stability of a well-established firm with a deep network of experts in the private client sector. Enjoy excellent resources and work with a specialised team. Position Overview * Provide advisory services to...
-
FIT Operations
1 week ago
Dublin, Ireland Tour Partner Group Full timeFIT Operations & Client Relations Executive - Full time To participate fully in the team, which provides a professional, comprehensive administrative service in the area of individual (FIT) reservations. Tour Partner Group is a group of leading B2B destination management companies for the United Kingdom, Ireland, the Nordics and Baltics. Formerly known as...
-
Client Manager Zenith
1 week ago
Dublin, Ireland Core Full timeThe Role We are delighted to announce Zenith, a part of Core, are hiring a Client Manager! Overview This role assumes responsibility for managing media campaign activity for multiple client accounts. The role will also act as a point of contact for clients surrounding the day-to-day account management activity. It requires the use of media planning tools,...
-
Italian Private Client Advice Associate
2 weeks ago
Dublin, Ireland Fisher Investments Europe Full timeOverview: The Opportunity: The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations. As an Italian PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellor's in...
-
Swedish Private Client Advice Associate
2 weeks ago
Dublin, Ireland Fisher Investments UK Full timeOverview The Opportunity: The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations. As a Swedish PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellors in providing...
-
Dutch Private Client Advice Associate
2 weeks ago
Dublin, Ireland Fisher Investments UK Full timeOverview The Opportunity: The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations. As a Dutch PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellors in providing...
-
Norwegian Private Client Advice Associate
5 days ago
Dublin, Ireland Fisher Investments UK Full timeOverview The Opportunity: The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations. As a Norwegian PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellors in...
-
Risk Manager
2 weeks ago
Dublin, Ireland Randstad Client Solutions Ireland Full timeResponsibilities: Utilise Capital Projects industry and region-specific knowledge and tools to anticipate programme risks before they materialize. Facilitate integrated workstream risk workshops throughout the project lifecycle. Review and assess risk management policies and protocols; makes recommendations and implements modifications and improvements....
-
(Urgent Search) Client Project Manager
1 week ago
Dublin, Ireland Openmind Networks Limited Full timeAbout you Do you want to work in an exciting, growing, and passionate company where you will be challenged to grow? Do you seek a place where you will be held accountable for your projects and can showcase your exceptional project management and customer skills? Then Openmind is the place for you. Bring your considerable project management talents and grow...
-
Real Estate Finance Solicitor
2 weeks ago
Dublin, Ireland Artemis Human Capital Full timeReal Estate Finance Solicitor (ROI & NI Clients) Belfast Artemis Human Capital is delighted to be partnered with a market-leading law firm who is searching for an experienced real estate finance solicitor. You will be working on high-value transactions across NI and ROI jurisdictions. The Role: You will play a key role in advising on and delivering legal...
-
Dublin, Ireland Amundi Ireland Limited Full timeOverview of the Role Responsible for the day-to-day servicing of clients within the Institutional Client Services Team. The chosen candidate will work closely with the Institutional Sales Team covering institutional clients based in Ireland, UK, The Netherlands and the Nordics and will support this client base throughout the client’s full life cycle. The...
-
▷ Urgent! Client Network Solutions Team Lead
2 weeks ago
Dublin, Ireland Allianz Popular SL. Full timeAllianz is the home for those who dare – a supportive place where you can take the initiative to grow and to actively strengthen our global leadership position. By truly caring about people – both its 83 million private and corporate customers and its 142,000 employees – Allianz fosters a culture where its employees are empowered to collaborate,...
-
Dublin, Ireland Fisher Investments UK Full timeOverview The Opportunity: The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations. As an Italian PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellor's in...
-
Dublin, Ireland MATRIX Recruitment Group Full timeWhat You Need to Know Matrix Recruitment is currently recruiting for a Client Services Manager to join a global leader in the financial services sector. This position will be based in either Dublin or Limerick and offers a hybrid working model. In this role, you will manage a portfolio of clients, ensuring a seamless delivery of Transfer Agency services. You...
-
Danish Private Client Advice Associate
2 weeks ago
Dublin, Ireland Fisher Investments UK Full timeOverview The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations. As a Danish PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellor's in providing regulated and...