Client Operations Associate

Elevate Partners; Dublin; On-site; EUR 35,000 - 50,000; Full time

Job summary

A leading Wealth Management firm in Dublin is hiring a Client Operations Associate. The role involves processing new accounts, adhering to regulations, and enhancing operational efficiencies. Ideal for candidates with financial services experience looking to advance their career.

Qualifications

• Minimum of 2 years experience in financial services.
• Proficient in MS Office, especially Word and Excel.

Responsibilities

• Ensure new accounts are processed in line with regulations and internal procedures.
• Review and enhance existing procedures for efficiency.
• Assist clients with account-related queries.

Skills

Communication

Independence

Task Prioritization

Tools

MS Office

Job description

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Our client is a leading Wealth Management firm seeking to hire a Client Operations Associate to join their team in Dublin.

Responsibilities of this Client Operations Associate role:

• Ensure all new accounts are processed in line with SLA's, Client Asset Regulation, AML regulations, and internal procedures.
• Review and improve existing procedures and processes to enhance efficiencies within this area.
• Work independently, prioritize tasks, and train other team members as needed.
• Understand and adhere to the rules of the Irish Stock Exchange, Financial Regulator, and EU regulations.
• Assist clients with queries related to account opening and regulatory roles.

Requirements for this Client Operations Associate role:

• Minimum of 2 years experience in financial services.
• Proficient in MS Office suite, particularly Word and Excel.
• Strong written and verbal communication skills.

This is an excellent opportunity for someone looking to further develop their career in financial services.

For more information on this role or to discuss further, contact Aoife Stokes or apply directly below.