Client Profile & Information Management Associate

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: www.davy.ie

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.

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.

Performance related bonuses, generous pension contributions and investment into further education demonstrate the value we place in developing and rewarding our staff.

It's not just business. It's Personal

An opportunity has arisen to join the Client Information Quality Assessment Team as an Associate. As part of this busy team, you will be involved in ensuring Davy Wealth Management & Davy Select are supported in all aspects of the account opening process in line with our Compliance and Central Bank guidelines.

Responsibilities:

• Ensure all new accounts are processed in line with SLA’s, Client Asset regulation, AML regulations and internal procedures.
• Ability to review and improve on existing procedures & processes and use this knowledge to improve efficiencies and processes within the area.
• Liaise with other departments to minimise risk and ensure all rules & regulations are adhered to
• Ability to work primarily on own initiative and prioritise tasks. Train other team members.
• Understand and adhere to the rules of the Irish Stock Exchange, Financial Regulator and EU;
• Assist clients in any queries they may have in relation to account opening and regulatory rules.

Requirements

• Third Level qualification in a business-related discipline.
• 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;