View All Jobs 149626

Customer Service Associate

Provide professional customer support and promote Davy's services to clients
Dublin
Entry Level
yesterday
Davy

Davy

A leading Irish provider of wealth management, asset management, capital markets, and financial advisory services.

Customer Service Role

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.

About the Role

An exciting opportunity has opened up in our Customer Service team. In the role, the successful candidate will:

  • Act as a first point of contact for customers on all service related enquiries;
  • Establish and maintain effective relationships with customers;
  • Providing a professional service by processing all enquiries efficiently;
  • Represent company services and brand positively;
  • Research and build customer's interest in the services and products available;
  • Gather and record accurate client details;
  • Liaise with internal teams to investigate and respond to all client queries raised;
  • Assist with the Client Onboarding process;
  • Contribute to projects and process improvements as required
  • Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.
+ Show Original Job Post
























Customer Service Associate
Dublin
Support
About Davy
A leading Irish provider of wealth management, asset management, capital markets, and financial advisory services.