Customer Service Associate

About us

At Davy, it’s the unique talents of all our people that have been the foundations of our success for 100 years. As we continue to grow, so do you. Because you are not just part of our team – you are a key player in shaping our future.

At Davy, you are the difference.

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.

About you

We are looking for somebody who has the following background and skills:

• Third level qualification in a Business related discipline;
• Minimum one years’ experience in a customer service role;
• Good communications skills and customer focus;
• Persuasive, enthusiastic, outgoing nature with an ability to quickly build rapport with customers;
• Ability to work on own initiative and to strict deadlines;
• Organised and methodical while multi-tasking;
• A high level of proficiency in MS Word, Excel, Outlook and PowerPoint;
• A strong and flexible approach to working as part of a team.

What we offer

At Davy, our people are our biggest investment. In today’s fast-moving world, we know it’s important to feel secure and empowered. That’s why Davy benefits support you through all of life’s stages, offering health and wellness, flexible working options, flexible benefits allowance, learning and development opportunities, through to assisted retirement planning.

Health and Wellbeing

Psychological safety, emotional wellbeing and support are a priority at Davy. We offer a comprehensive Employee Assistance Programme (EAP) and mental health first aid. Our Sports & Social teams promote physical wellbeing and social connection.

Reward and Recognition

We offer a competitive remuneration package to include salary, bonus, pension and a host of additional benefits to protect you and your family when it matters most.

Growth and Development

Our award-winning L&D function supports you and your growth at Davy. We offer a comprehensive range of professional and personal development opportunities. Our culture supports learning, and we encourage you to explore more at Davy.

Positive Workplace

Our workplace is inclusive, diverse, and offers everyone a sense of belonging. We are flexi…