Global Client Associate

3 months ago


Dublin, Ireland Interactive Brokers Full time

Responsibilities

:Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy. Client inquiries typically encompass a broad array of themes including: Operability of TWS, IBKR Mobile, IBKR WebTrader execution platforms including trading modules and analytical tools; Cash deposit and withdrawal activity, position transfers, and account administrative functionsProduct availability and attributes; Exchange, clearing and depository functions; Order types and routing logic; Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions Margin calculations; Commission structure, interest and feesCoordinate activities with other local and international Customer Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues. Contribute to the development of client service systems, policies and procedures

 Qualifications & Experience:

Fluent in English and French
University degree (NFQ level 7) in finance, economics or related field2-3 years’ experienceExperience in financial services position (e.g., brokerage, banking, trading, exchange or clearing house) preferred but not requiredStrong verbal and written communication skills to accommodate client inquiries directed via telephone, web ticket or online chatIn depth understanding of the following financial instruments: stocks, bonds, options, futures, options on futures, foreign exchange and fundsWorking knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologiesAbility to work in a dynamic, medium-size office environment

If you are motivated, have strong initiative, are analytical and methodical; we can offer you a position that will both challenge and reward you. You will be part of an exciting team that is helping to shape one of the world’s strongest brokerage brands. We are looking forward to receiving your online application.



  • Dublin, Ireland StepStone Group Full time

    is a rapidly growing Global Private Markets firm who provides customized investment and advisory solutions to some of the most sophisticated investors in the world. With $675 billion of total capital allocations, including more than $150 billion in AUM, we are highly diversified in the private markets across the globe and provide creative solutions to solve...


  • Dublin, Ireland Fisher Investments Full time

    Overview Fisher Investments Ireland is looking for a talented new Private Client Advice Associate to join our rapidly growing team. The Private Client Advice (PCA) department provides regulated financial planning advice on the suitability of pension switches/transfers, investment taxation and asset allocation recommendation to our European clients....

  • Associate Director

    3 months ago


    Dublin, Ireland Aon Full time

    Associate Director & Client Relationship Lead Are you an experienced Captive, Insurance or Underwriting professional with experience of the functions of a regulated insurance or reinsurance company? Are you interested in growing the scope of your knowledge and capabilities in a role which will provide cross-functional exposure across the range of...


  • Dublin, Dublin City, Ireland timesjobs Full time

    :We are seeking an Associate Client Operations Director to join Q2 Solutions, IQVIAs laboratory business. We hire passionate innovators who drive healthcare forward through thoughtful and inclusive collaboration. If you want to discover a career with greater purpose, join us as we transform and accelerate research and development.Job Overview:As a senior...


  • Dublin, Ireland THE BANK OF NEW YORK MELLON CORPORATION Full time

    Associate - Fund/Client Accounting II For over years, Bank of New York (BNY) has been at the center of the global financial markets, providing the world’s leading institutions the tools, capabilities, and services to be distinctive investors. We power individuals and institutions to succeed in the global economy providing investment management,...


  • Dublin, Ireland MUFG Investor Services Full time

    Company Description Experience something Brilliantly Different with a career with MUFG Investor Services. Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group family, and we partner with over 480 loyal global investment firms to provide them with administration, assert services, banking, and fund...


  • Dublin, Ireland THE BANK OF NEW YORK MELLON CORPORATION Full time

    Associate, Fund/Client Accounting I Bring your ideas. Make history.  BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of...


  • Dublin, Ireland Fisher Investments Full time

    Overview 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...


  • Dublin, Ireland Fisher Investments Full time

    Overview 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...


  • Dublin, Ireland Fisher Investments Full time

    Overview 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...


  • Dublin, Ireland Fisher Investments Full time

    Overview 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...


  • Dublin, Ireland THE BANK OF NEW YORK MELLON CORPORATION Full time

    Senior Associate, Fund/Client Accounting Bring your ideas. Make history.  BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the...


  • Dublin, Ireland Fisher Investments Full time

    Overview 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 Fisher Investments Full time

    Overview 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. The group provides regulated financial planning advice on the suitability of pension switches/transfers, bond...


  • Dublin, Ireland IE009 Mercer Global Investments Europe Limited Full time

    Description: Mercer’s Investments Solutions Client Team is currently seeking candidates for the following role: Client Investment Analyst An exciting opportunity to join one of Mercer’s largest and most rapidly-growing business areas – delegated investment solutions. As part of our Delegated Solutions International Client Team, the...


  • Dublin, Ireland MUFG Investor Services Full time

    Job DescriptionReporting to the Associate Director, a list of your responsibilities will include:Support the quality control review process of daily deliverables following company and department policies and procedures relating to investor registration, dealing, reporting and cashBe a main contact for daily client inquiries and deliverables within your team,...


  • Dublin, Ireland 253 FIL Investment Management Ltd Full time

    About the Opportunity Job Type: PermanentApplication Deadline: 27 April 2024 Title: Associate Department: Client Services Location: Dublin ,Ireland Reports To: Team Lead Join us as an 'Associate-Client Services' at Fidelity! If you enjoy phone conversations with customers, working from a premium location based in Dublin, Ireland and...

  • Junior Client Manager

    2 weeks ago


    Dublin, Ireland IE009 Mercer Global Investments Europe Limited Full time

    Description: Mercer’s Investment Solutions International Client Team is seeking a candidate who has a strong level of investment knowledge and experience, a passion for project management and, above all, exhibits a client-facing personality and strong customer focus for the following position based in Ireland: What can you expect: An exciting...


  • Dublin, Ireland THE BANK OF NEW YORK MELLON CORPORATION Full time

    Associate - Fund/Client Accounting Conducts accounting services on behalf of assigned clients and moderately complex funds including determining net asset values, calculating fund performance, allocating expenses and preparing reports. Performs Fund/Client Accounting responsibilities in the areas of driving Service Improvement plans, targeting...


  • Dublin, Ireland Teneo Full time

    About Teneo Teneo is the global CEO advisory firm. We partner with our clients globally to do great things for a better future. Drawing upon our global team and expansive network of senior advisors, we provide advisory services across our five business segments on a stand-alone or fully integrated basis to help our clients solve complex business...