Senior Associate I - Intermediaries

Clear Destination Inc.; Dublin; Hybrid; EUR 60,000 - 85,000; Full time

Benefits offered by this job

Hybrid work

Private healthcare

Pension

Life insurance

Income protection

Discretionary bonus

Job summary

Clear Destination Inc. in Dublin seeks a Senior Associate I, Intermediaries- Open Accounts to deliver precise client support across institutional and retail clients while ensuring regulatory compliance.

This role blends daily operations with improving systems for accounts managed by Introducing Brokers and Financial Advisors. You will validate documentation, perform AML/KYC checks, liaise with sales and internal teams, and drive process improvements to enhance efficiency and client experience.

Qualifications

• Degree or equivalent level qualification in Finance, Engineering or similar field.
• Industry qualifications ICA, FINRA or similar.
• Have worked with/for Introducing Brokers and/or Financial Advisors.
• Strong attention to detail and analytical skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Client service orientation with a problem-solving mindset.
• Proficiency with ticketing systems and Microsoft Office applications.

Responsibilities

• Deliver professional client support institutional and retail clients through multiple channels, including email, ticketing systems, and dedicated mailboxes.
• Liaise effectively with clients, sales representatives, and cross-functional internal teams to resolve tasks.
• Validate documentation for various account maintenance activities with emphasis on European tax regulations.
• Perform AML and KYC verification checks by cross-referencing internal systems and external databases.
• Identify and elevate potential compliance risks or documentation discrepancies.
• Contribute to process improvement initiatives to enhance operational efficiency and client experience.

Skills

Attention to detail

Analytical skills

Communication skills

Multitasking

Client service orientation

Microsoft Office

Ticketing systems

Education

Finance or Engineering degree

ICA / FINRA qualification

Tools

Ticketing systems

Microsoft Office

Job description

Position Overview - Senior Associate I, Intermediaries- Open Accounts

We are seeking a detail-oriented Specialist to deliver exceptional service to our institutional and retail clients, while ensuring regulatory compliance and operational excellence. This role combines day-to-day operations with developing and improving systems of accounts managed by Introducing Brokers and Financial Advisors. The successful candidate will serve as a key liaison between clients and internal teams, managing complex inquiries across multiple communication channels while maintaining the highest standards of accuracy and compliance. This position offers the opportunity to contribute to process improvements and play a vital role in enhancing the overall client experience.

Key Responsibilities

• Deliver professional client support institutional and retail clients through multiple channels, including email, ticketing systems, and dedicated mailboxes.
• Liaise effectively with clients, sales representatives, and cross-functional internal teams to resolve tasks.
• Validate documentation for various account maintenance activities with emphasis on European tax regulations.
• Perform Anti-Money Laundering (AML) and Know Your Customer (KYC) verification checks by cross-referencing internal systems and external databases.
• Identify and elevate potential compliance risks or documentation discrepancies.
• Contribute to process improvement initiatives to enhance operational efficiency and client experience.

Qualification & Skills

• Degree or equivalent level qualification in Finance, Engineering or similar field.
• Industry qualifications ICA, FINRA or similar.
• Have worked with/for Introducing Brokers and/or Financial Advisors.
• Strong attention to detail and analytical skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Client service orientation with a problem-solving mindset.
• Proficiency with ticketing systems and Microsoft Office applications.

What We Offer

• Hybrid working model (4 days in office). Office location - North Dock One, 91/92 North Wall Quay, Dublin, D01 H7V7
• Competitive compensation packages including private healthcare, pension, life insurance, income protection, discretionary annual bonus.
• Global Employee Assistance Program
• Cycle to work scheme & Tax Saver commute scheme
• Free lunch for all employees working from the office of a value up to 14.50 euro per day.