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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing broker relationships, ensuring compliance with risk frameworks, and providing exceptional customer service. Possesses strong organizational skills and a thorough understanding of pensions and investments.
Highest-signal resume keywords
Business/Finance DegreeAPA QualificationQFA QualificationAdvanced Knowledge of Word, Excel, and OutlookProven Record in Reconciliation and Control
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Knowledge of Settlements and OperationsAccount ManagementProcess ImprovementData ManagementReconciliation Skills
Soft Skills
Customer Service FocusAttention to DetailOrganizational SkillsAbility to PrioritizePositive Attitude
Certifications & Qualifications
APAQFA
Industry Keywords
PensionsInvestmentsRisk and ComplianceBroker ManagementClient Management
About the role
Key responsibilities & impact- Ensure Brokers’ requirements are understood and met in terms of turnaround and accuracy
- Provide Brokers with consistently 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 Davy Select Account Managers
- Introduce process improvements based on Broker and Client feedback
- Develop thorough working knowledge of pensions, investments, and appropriate product knowledge
- Participate in ad hoc projects and business development as required
- Comply with Risk and Compliance frameworks, policies, and procedures
Requirements
What you’ll need- A Business/Finance degree or equivalent
- APA or QFA qualification
- Knowledge of settlements and operations
- Proven record in reconciliation and control
- Advanced knowledge of Word, Excel and Outlook
- Good numeric skills
- Customer service focus with a record of providing excellent customer service
- Accuracy and attention to detail
- Excellent organisational skills
- Ability to prioritise and work to deadlines
- Positive attitude, strong work ethic, flexible outlook, and a high level of initiative and enthusiasm
- Eligibility to work in Ireland
Benefits
Comp & perks- Health and wellness support
- Flexible working options
- Flexible benefits allowance
- Learning and development opportunities
- Assisted retirement planning
- Comprehensive Employee Assistance Programme (EAP)
- Mental health first aid
- Sports & Social teams promoting physical wellbeing and social connection
- Competitive remuneration package including salary, bonus, pension and additional benefits
- Professional and personal development opportunities
- Hybrid working model
- Inclusive and diverse workplace