Client Service Executive - High Net Worth Team - 6month FTC

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 in your further education demonstrate the value we place in developing and rewarding our staff.

An opportunity has arisen for a Client Service Executive to join our Wealth Management division.

Key responsibilities of this position will include:

• The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers.
• Acting as the first point of contact to clients; dealing promptly and efficiently with client’s queries.
• Preparation of investment presentations and collation of documentation for client meetings; auditing customer relationship management system to ensure records and supporting documents are accurate & compliant in preparation of client meetings.
• Management of follow up activities from client meetings; completion of minutes of meetings and monitoring completion of tasks.
• Updating and monitoring the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for our clients
• Facilitate client requests by liaising with internal departments to ensure operational procedures and compliance obligations are met executing tasks; acting as the primary point of contact with all internal departments.
• Managing reporting and operation of tasks in conjunction with other team members; implementing and communicating company practice in carrying out tasks.
• Liaising with Tax Advisers, Solicitors, Brokers and Life Offices on behalf of servicing our clients.
• Assist with administrative tasks involved with planning and preparation of various client events and conferences; provide on-site support and hospitality at such events. Occasional out of office hours.
• Participate in interdepartmental projects to identify best practice to enhance servicing our clients; facilitate deployment and communication of new applications to the team.
• Working with the team on the completion and follow up of Investor Policy Statement.
• Contribute in company campaign workshops.
• Comply with the Risk and Compliance frameworks, policies and procedures associated with the role

Requirements

• A minimum of 1 year of experience working in an administrative position;
• Degree or Masters level in Business/Finance related area;
• A high level of proficiency in MS Word, Excel, Outlook and PowerPoint;
• A flexible, positive attitude towards work
• Excellent attention to detail;
• An ability to work effectively as part of a team;
• A professional telephone manner;
• Excellent organisational skills;
• An ability to prioritise own workload.

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.

Appointment to this role is subject to the candidate's eligibility to work in Ireland.

Davy Group is a member of the Bank of Ireland Group.