Intermediary Support Senior Associate
Davy
Intermediary Support Senior Associate
An exciting opportunity has arisen within the support function of Davy Select for an Intermediary Support Senior Associate. In the role, the successful candidate will:
Ensure Brokers requirements are understood and met in terms of turnaround and accuracy and that Brokers are consistently provided with 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 the Davy Select Account Managers;
Actively seek to add value to processes by introducing improvements based upon Broker & Client feedback;
Develop a thorough working knowledge of pension and investments and the appropriate product knowledge;
Train & mentor junior team members;
Involvement in ad hoc projects & business development as required.
Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.