Financial Services Associate
5 days ago
About Us
We are the American Association of Teachers of German, a world-leading provider of outsourcing and technology solutions to the financial services industry. With our global headquarters in Toronto, we service over 240 financial organizations around the world, providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies.
Our Business
We are a cross-border team providing Investor and Distributor Services, with exposure to all aspects of our business. Our close connections with our shareholders ensure our global reach and access to advanced digital software solutions for our clients.
Your Role
You will be joining a part of our International Financial Data Services (IFDS) team. You will handle complex calls and queries from clients, ensuring quality control and meeting deadlines. Your tasks will include calls and queries in both German and English.
Responsibilities
- Complete all tasks to a high quality, meeting client requirements in a timely and accurate manner.
- Evaluate and escalate client issues as necessary.
- Assist in the preparation and distribution of management and client reporting.
- Maintain awareness of key Transfer Agency controls, risk controls, and fraud controls at all times.
Competency Requirements
Education/Preferred Qualifications
- Bachelor's degree or above.
- Fluent in German, professional and business language skills preferred.
- Strong attention to detail and ability to complete work 'right first time' against daily deadlines.
- Excellent written and oral communication skills.
- Keen to learn and develop, with a willingness to be part of an energetic and growing team.
-
Financial Planning Associate
2 days ago
Dublin, Dublin City, Ireland Prosperous Financial Full timeWe are seeking a skilled Paraplanner to join our team at Prosperous Financial. As a key member of our financial planning process, you will assist experienced financial planners in creating tailored plans for their clients.Key Responsibilities:Supporting financial planners throughout the financial planning processIdentifying strategies to align with client...
-
Financial Services Specialist
4 days ago
Dublin, Dublin City, Ireland Prosperous Financial Full timeWe are seeking a highly skilled Senior Financial Planner to join our team at Prosperous Financial.The ideal candidate will have a strong understanding of financial services and be able to create comprehensive financial plans that meet the needs of our clients.Key responsibilities include:Managing client relationships and providing expert advice on financial...
-
Financial Services Relationship Executive
3 days ago
Dublin, Dublin City, Ireland Erm Financial Services Full timeJob RequirementsErm Financial Services seeks a highly motivated and experienced professional to fill the position of Commercial Insurance Business Developer. As a key member of our team, you will be responsible for identifying business opportunities, developing and implementing sales strategies, and building strong relationships with clients and...
-
Financial Services Professional
2 days ago
Dublin, Dublin City, Ireland Fire Financial Services Limited Full timeThe Opportunity:Fire Financial Services Limited is a dynamic and growing company, with a strong presence in the payments sector. We offer a unique opportunity for a highly motivated and experienced Business Development Executive to join our team in Dublin and contribute to our continued growth and success.As a key member of our sales team, you will have the...
-
Financial Services Expert
4 days ago
Dublin, Dublin City, Ireland FxPro Financial Services Ltd Full timeOverview of FxPro Financial Services LtdFxPro boasts a dynamic workplace with a diverse workforce of over 500 employees representing 40 nationalities.The Customer Support Officer responsibilities include responding to customer inquiries, troubleshooting and resolving issues, and collaborating with cross-functional teams.Main Tasks:Handle incoming customer...
-
Financial Services Manager
3 weeks ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeJob Title: Financial Services Sales Manager Reporting to: Head Of Financial Planning Department: Planning Prosperous Financial has an exciting opportunity for an ambitious, highly motivated Financial Services Sales Manager, to lead our Choice service offering. The Sales Manager plays a crucial role in the organisation and will lead a team of 5 Financial...
-
Financial Services Director
6 days ago
Dublin, Dublin City, Ireland Prosperous Financial Planning Full timeCompany OverviewWe are Prosperous Financial Planning, a leading financial services provider with a commitment to excellence in client centric service. We are seeking an ambitious and highly motivated Financial Services Sales Manager to lead our Choice service offering.
-
Associate Director
7 days ago
Dublin, Dublin City, Ireland ACCA Careers Full timeAbout UsGrant Thornton is a global network of over 68,000 people, with a presence in over 145 countries around the world.We provide a culture where our people can flourish, with access to the necessary benefits to help promote a healthy lifestyle and thrive.Job DescriptionWe are seeking an experienced Associate Director - Financial Services to join our...
-
Client Services Executive
2 weeks ago
Dublin, Dublin City, Ireland Unio Financial Services Ltd Full timeJoin to apply for the Client Services Executive role at Unio Wealth Management.We are Unio, an established Wealth Management business backed by Great-West Lifeco, via its Irish subsidiary Irish Life Group.Unio specialises in private wealth management and employee benefit consultancy and has over 30 years' experience advising companies and personal...
-
Dublin, Dublin City, Ireland 360 Search Full timeWe are looking for a highly skilled and organized individual to join our team as a paraplanning and financial services associate. As a paraplanner, you will be responsible for preparing documentation for new business proposals, creating client profiles, and managing information requests.The successful candidate will have a minimum of 2 years' experience in...
-
Associate Director
4 days ago
Dublin, Dublin City, Ireland ACCA Careers Full timeAbout This RoleWe are seeking a talented Financial Services Tax Associate Director to join our team. As a key member of our financial services tax department, you will be responsible for managing a team of professionals in providing tax advice to clients across various sectors.The ideal candidate will have a strong understanding of financial services tax...
-
Associate Director, Debt Services/Clos
1 day ago
Dublin, Dublin City, Ireland Mufg Investor Services Full timeJob Description The Associate Director is a leader who is responsible for the performance and management of an operations team and client relationships.This person manages and supports daily operations to ensure service level agreements are met and quality is maintained.The Associate Director is also a manager of people, they're a leader who helps foster...
-
Associate Director, Debt Services/CLOs
2 weeks ago
Dublin, Dublin City, Ireland MUFG Investor Services Full timeJob DescriptionThe Associate Director is a leader who is responsible for the performance and management of an operations team and client relationships. This person manages and supports daily operations to ensure service level agreements are met and quality is maintained. The Associate Director is also a manager of people, they're a leader who helps foster...
-
Financial Planning Specialist
24 hours ago
Dublin, Dublin City, Ireland Unio Financial Services Ltd Full timeAt Unio Financial Services Ltd, we take pride in being a trusted partner for individuals and businesses seeking expert Wealth Management guidance. Our experienced team, covering Dublin, Cork, and Limerick, delivers bespoke solutions for clients across various sectors.With a proven track record in private wealth management and employee benefit consultancy, we...
-
Financial Consultant
2 weeks ago
Dublin, Dublin City, Ireland Cornmarket Group Financial Services Ltd. Full timeWho We AreAt Cornmarket, we look after the financial wellbeing of public servants and their families. We've been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, health and life insurance, to income protection, retirement planning and beyond.Role PurposeWe are currently...
-
Associate, Human Resources, Shared Services
4 days ago
Dublin, Dublin City, Ireland MUFG Investor Services Full timeAssociate, Human Resources, Shared ServicesExperience something Brilliantly Different with a career at MUFG Investor Services.Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group, and we partner with over 480 loyal global investment firms to provide them with administration, asset services, banking and fund...
-
Financial Advisor
5 days ago
Dublin, Dublin City, Ireland Prosperous Financial Full timeDirect message the job poster from Prosperous FinancialNo.1 Bestselling Author | Host of How to be Good with Money on RTÉ One | Private Consultations with Prosperous Financial | Corporate Speaker |Reporting to: Choice ManagerDepartment: PlanningWe have an exciting opportunity for an ambitious, highly proactive Qualified Financial Advisor (QFA) to join our...
-
Senior Financial Planner
4 days ago
Dublin, Dublin City, Ireland Prosperous Financial Full timeProsperous Financial has an exciting opportunity for an ambitious, highly proactive Certified Financial Planner (CFP) to join our team at Prosperous Financial.We have a client centric approach which involves you guiding the client along the path of their financial journey, to support them in achieving their financial goals. The individual we are seeking...
-
Financial Planning Expert
4 days ago
Dublin, Dublin City, Ireland Prosperous Financial Full timeJoin our esteemed team at Prosperous Financial and become a key player in shaping the future of financial services.We require a seasoned Senior Financial Planner who can provide expert guidance to clients and contribute to the success of our organization.Main accountabilities and responsibilities:Design and implement bespoke financial solutions tailored to...
-
Holistic Financial Planner
4 days ago
Dublin, Dublin City, Ireland Prosperous Financial Full timePromising careers await for ambitious professionals looking to excel in the field of financial services at Prosperous Financial.We require a dedicated Senior Financial Planner who can help drive business growth and deliver exceptional results for our clients.Main duties and responsibilities:Deliver tailored financial solutions that address client objectives...