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Client Operations Associate

Client Operations Associate

Elevate PartnersDublin, D, ie
15 days ago
Job type
  • Quick Apply
Job description

Job Description

Our client is a leading Wealth Management firm who are looking to hire a Client Operations Associate to join their team in Dublin.

Responsibilities of this Client Operations Associate Job :

  • Ensure all new accounts are processed in line with SLA's, Client Asset Regulation, AML regulations and internal procedures.
  • Ability to review and improve on existing procedures & processes and use this knowledge to improve efficiencies and processes within this area.
  • Ability to work primarily on own initiative and prioritise tasks. Train other team members.
  • Understand and adhere to the rules of the Irish Stock Exchange, Financial Regulator and EU.
  • Assist clients in any queries they may have in relation to account opening and regulatory roles.

Requirements of this Client Operations Associate Job :

  • Minimum of 2 years experience in financial services
  • Strong customer service skills
  • Proficient in MS Office suite, particularly MS Work and Excel
  • Strong communication skills, both written and verbal
  • This is an excellent opportunity for someone who is looking to continue to develop their career in the financial services space.

    For more information on this Client Operations Associate job or to discuss in more detail, contact Aoife Stokes at astokes@elevatepartners.ie  or apply directly below.

    Requirements

    Account Opening

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    Client • Dublin, D, ie

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