About us
From day one, you’ll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland’s future business leaders.
Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and domestic & international institutional investors.
Our culture is shaped around three values, which are at the heart of everything we do: client success, one Davy, and building a proud legacy. Sharing the same goals, we work together to deliver exceptional outcomes for our clients. As part of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally.
Reporting to Director of Client Success this role is responsible for co-ordinating and managing client correspondence across Wealth Management. The role is suited to an experienced individual currently operating at a Senior Associate/Associate Director level, with exceptional drive, determination and a proven track record managing delivering communications in a complex regulated business.
The multi-disciplinary role will require the successful candidate to work with team members and internal stakeholders, requiring commercial acumen and organisation skills with a good knowledge of Wealth Management channels and products. The most important things are attitude, resilience and the ability to work as part of a team that works with all our colleagues across Davy.
About the role
In the role, the successful candidate will:
1. Organise and own all WM client communications/correspondence
2. Responsible for issuing client communications to comply with regulatory requirements
3. Ensure that all client communication is timely, accurate, and professional
4. Streamline operational practices and procedures to ensure consistency in tone of voice, is implemented both effectively and efficiently
5. Collaborate with cross-functional teams, including marketing, sales, and customer support, to ensure consistent and effective correspondence with clients
6. Ensure client success through the delivery of world class customer service
7. Monitor and analyse client communication metrics to identify areas for improvement and optimize communication strategies.
8. Develop materials to educate staff on communication practices
9. Stay up-to-date with industry trends and best practices in client communication and relationship management.
10. Comply with the Risk and Compliance frameworks, policies and procedures associated with the role
Requirements
About you
We are looking for somebody who has the following background and skills:
11. Degree or Master’s level in Business/Economics/Finance/IT/Project Management;
12. Ideally 3-5 years relevant operational management experience within a professional/corporate environment;
13. Results orientated candidate with project management experience;
14. Strong organizational skills & ability to work well under pressure;
15. Exceptional communication skills, including both writing and speaking;
16. Proactive team player with experience in managing and leading people;
17. A high energy personality with an inquisitive nature, dedicated to providing the highest level of customer service and willing to take ownership to drive the change agenda forward.
18. In depth knowledge and understanding of key regulations such as suitability, financial crime, best execution, appropriateness, inducements, product governance and PRIPS
19. Experience and/or qualifications in Risk Management a distinct advantage
20. Excellent motivational, communication and interpersonal skills
21. Satisfactory fulfilment of minimum competency criteria as set out in the Minimum Competency Code.
What we offer
We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage. Our benefits are not just a number. Yes, we offer competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage. But more than that, we focus on developing our people to be their best, professionally and personally.
Training support provided by award-winning Learning & Development Team, extensive sports & social programmes (including free on-site gym & fitness studio), flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives are just some of the ways our people can empower themselves to be their best.
Important Information