Job Description
|Permanent| Intermediary Support, Senior Associate | Dublin Exciting opportunity to join a wealth management and capital markets leader.
|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
1. Ensure Brokers are provided with excellent customer service;
2. Update broker and client pipelines and Management Information;
3. Manage the opening of new accounts and account queries
4. Liaise with internal teams within
5. Provide general administrative support to Account Managers;
6. Introduce improvements based upon Broker & Client feedback;
7. Develop a thorough working knowledge of pension and investments and the appropriate product knowledge
8. Training & mentoring of team members;
9. Involvement in ad hoc projects & business development
10. Ensures that updates to processes and procedures are documented
11. Deal with escalations from Account Managers & Team Members
12. Comply with the Risk and Compliance frameworks, policies and procedures
Requirements
13. Business/Finance related degree
14. QFA accreditation required
15. Willingness to complete CFP;
16. Experience and knowledge of settlements and operations;
17. A proven record in reconciliation and control;
18. Experience of dealing with financial advisers
19. Excellent knowledge of Pension Products, especially Fund only Accounts and Fund only trusts.
20. Customer service focused with a record of providing excellent customer service
21. 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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