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Customer Service Associate

Davy
Irelandfull_timeVerifiedPosted 12 Jan 2024

About the role

<p>The Davy Group is Ireland’s leading provider of wealth management, asset management, capital markets and financial advisory services. You can read more about our growing company here: <a href="http://www.davy.ie/" rel="nofollow noreferrer noopener" target="_blank">www.davy.ie</a></p><p>We value our employees as much as our clients, and are committed to embracing diversity in all its forms recognising that the breadth of thought, perspective and experience that emerges from a diverse workforce is essential to deliver on our core values.</p><p>Our city centre location, free access to our onsite gym and fitness studio, and impressive social calendar are just some of the unique benefits our employees enjoy while working at Davy.</p><p>Performance related bonuses, generous pension contributions and investment in your further education demonstrate the value we place in developing and rewarding our staff.</p><p>Davy Select is the market leading Investment and Pension Platform, providing a range of platform technology and investment solutions to the broker market.</p><p>A position has arisen for a Customer Service Associate to join the Davy Select business on a permanent basis.</p><p><strong>Responsibilities</strong></p><ul> <li>Act as a first point of contact for customers on all service related enquiries;</li> <li>Establish and maintain effective relationships with customers;</li> <li>Providing a professional service by processing all enquiries efficiently;</li> <li>Represent company services and brand positively;</li> <li>Research and build customer’s interest in the services and products available;</li> <li>Gather and record accurate client details;</li> <li>Liaise with internal teams to investigate and respond to all client queries raised;</li> <li>Assist with the Client Onboarding process;</li> <li>Contribute to projects and process improvements as required</li> <li>Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.</li> </ul><p><strong>Requirements</strong></p><ul> <li>Third level qualification in a Business related discipline;</li> <li>Minimum one years’ experience in a customer service role;</li> <li>Good communications skills and customer focus;</li> <li>Persuasive, enthusiastic, outgoing nature with an ability to quickly build rapport with customers;</li> <li>Ability to work on own initiative and to strict deadlines;</li> <li>Organised and methodical while multi-tasking;</li> <li>A high level of proficiency in MS Word, Excel, Outlook and PowerPoint;</li> <li>A strong and flexible approach to working as part of a team.</li> </ul><p>Davy is an equal opportunities employer and we are committed to fostering an inclusive workplace. We value diversity both in background and in experience. You might not meet all of the requirements outlined in the above job description, but we would still like to hear from you. We review all applications received.</p><p>Appointment to this role is subject to the candidate's eligibility to work in Ireland.</p><p>Davy Group is a member of the Bank of Ireland Group.</p>

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Company

Davy

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