Client Profile & Information Management Administrator

Davy is a trusted market leader in wealth management and capital markets, building rewarding relationships that last. Our vision is to be the financial services partner most trusted by our clients and most admired for our people. We are committed to delivering world-class outcomes for our clients – whether they are individuals, businesses or institutions. Developing our people is our priority and we 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. We are over 900 people, managing €19bn+ of our client assets, with offices in Dublin, Cork, Galway and Belfast. We are one team, always growing, putting our clients first. We are looking for a strong administrator to join our Client Profile & Information Management team. As part of this busy team, you will be involved in ensuring Davy Private Clients receive excellent service when opening an account at Davy. Key Responsibilities:

• Input Investor Profiles, liaise with Wealth Management teams
• Ensure Investor Profiles are input with attention to detail to minimise error
• Guarantee all changes to client data are processed in line with SLAs and daily deadlines, Client Asset Regulations, AML Regulations and Internal procedures;
• Ensure clients are given access to myDavy online services, reissue usernames and passwords and 2FA codes
• Ensure all documents are completed in their entirety and in a compliant fashion;
• Ensure client details are input with attention to detail to minimise error
• Understand and adhere to the rules of Euronext (Dublin), Financial Regulator and EU;
• Assist in any queries that relation to Investor Profiles, client documentation and client accounts

• 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.

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. #J-18808-Ljbffr