Senior Intermediary Support Specialist

Davy; Dublin; Hybrid; EUR 52,000 - 70,000; Full time

Benefits offered by this job

Hybrid working model

Job summary

Davy invites applications for an Intermediary Support Senior Associate in Dublin to join the Davy Select team. You will manage broker requirements, open new accounts, and support account managers with accurate processing and timely responses.

You will liaise with internal operations, develop knowledge of pensions and investments, train junior colleagues, and contribute to process improvements while complying with risk and compliance policies. A Business/Finance degree and QFA are preferred.

Qualifications

• A Business/Finance degree or equivalent.
• QFA qualification and willingness to sit the CFP.
• Experience and knowledge of settlements and operations.
• A proven record in reconciliation and control.
• Advanced knowledge of Word, Excel and Outlook.
• Good numeric skills.
• Customer service focused with a record of providing excellent customer service.
• Accuracy and attention to detail.
• Excellent organisational skills.
• Ability to prioritise and work to deadlines.
• A positive attitude, strong work ethic, flexible outlook and a high level of initiative and enthusiasm.

Responsibilities

• Ensure Brokers requirements are understood and met in terms of turnaround and accuracy and that Brokers are consistently provided with excellent customer service.
• Manage the opening of new accounts and account queries.
• Liaise with internal teams within Davy Operations.
• Update broker and client pipelines and Management Information.
• Provide general administrative support to the Davy Select Account Managers.
• Actively seek to add value to processes by introducing improvements based upon Broker & Client feedback.
• Develop a thorough working knowledge of pension and investments and the appropriate product knowledge.
• Train & mentor junior team members.
• Involvement in ad hoc projects & business development as required.
• Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.

Skills

Customer service

Accuracy and attention to detail

Excellent organisational skills

Ability to prioritise and work to dead

Positive attitude

Education

Business/Finance degree or equivalent

QFA qualification / CFP willingness

Tools

Word

Excel

Outlook

Job description

Davy invites applications for an Intermediary Support Senior Associate in Dublin to join the Davy Select team. You will manage broker requirements, open new accounts, and support account managers with accurate processing and timely responses.

You will liaise with internal operations, develop knowledge of pensions and investments, train junior colleagues, and contribute to process improvements while complying with risk and compliance policies. A Business/Finance degree and QFA are preferred.