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Intermediary Support, Senior Associate, Dublin
Client: Morgan McKinley
Location: Dublin, Ireland
Job Category: Other
EU work permit required: Yes
Job Reference: 31edffd163e6
Job Views: 128
Posted: 24.01.2025
Expiry Date: 10.03.2025
Job Description:
Job Description
|Permanent| Intermediary Support, Senior Associate | Dublin. Exciting opportunity to join a wealth management and capital markets leader. The successful candidate will support the Manager of the Intermediary Support team from an operational perspective and act as deputy in the absence of the manager.
Key Responsibilities
* Ensure Brokers are provided with excellent customer service;
* Update broker and client pipelines and Management Information;
* Manage the opening of new accounts and account queries;
* Liaise with internal teams;
* Provide general administrative support to Account Managers;
* Introduce improvements based upon Broker & Client feedback;
* Develop a thorough working knowledge of pension and investments and the appropriate product knowledge;
* Training & mentoring of team members;
* Involvement in ad hoc projects & business development;
* Ensure that updates to processes and procedures are documented;
* Deal with escalations from Account Managers & Team Members;
* Comply with the Risk and Compliance frameworks, policies and procedures.
Requirements
* Business/Finance related degree;
* QFA accreditation required;
* Willingness to complete CFP;
* Experience and knowledge of settlements and operations;
* A proven record in reconciliation and control;
* Experience of dealing with financial advisers;
* Excellent knowledge of Pension Products, especially Fund only Accounts and Fund only trusts;
* Customer service focused with a record of providing excellent customer service;
* Advanced knowledge of Word, Excel and Outlook.
Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.
BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.
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