About us
At Davy, it’s the unique talents of all our people that have been the foundations of our success for almost 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 opportunity has arisen for a Customer Services Administrator within the Intermediary Support Team in Davy Wealth Management. This role will act as the primary point of contact for external intermediaries, providing exceptional service and support across a range of pension products and services. This role requires strong communication skills, attention to detail, and the ability to resolve queries efficiently while maintaining compliance with regulatory standards.
You will be working in a collaborative team environment, interacting with other departments such as the Davy Trading Desk, Client Services, Finance, Legal, and Compliance. In the role, the successful candidate will:
- Respond promptly and professionally to queries from intermediaries via phone, email, and online platforms.
- Provide accurate information on accounts, pensions, and procedures.
- Assist intermediaries with application processing, pension transfers, retirements and associated documentation requirements.
- Ensure all interactions are logged and tracked.
- Process requests in line with service level agreements (SLAs).
- Escalate complex issues to relevant teams while maintaining ownership until resolution.
- Adhere to all regulatory requirements (e.g., AML, GDPR) and internal policies.
- Maintain confidentiality and data integrity at all times.
- Build and maintain strong working relationships with intermediaries to enhance trust and loyalty.
- Support business development initiatives by providing service excellence.
- Participate in training sessions and team meetings to develop your knowledge of pensions products, customer service techniques, and compliance requirements.
Requirements
About you
We are looking for somebody who has the following background and skills:
- 3rd level degree in relevant discipline;
- APA or QFA qualification (or willingness to obtain) desirable;
- Minimum of 2 years’ experience in Financial Services in a pension or insurance related role;
- Customer-focused mindset with a commitment to delivering exceptional service.
- Team player with a proactive and positive attitude.
- Possess strong planning and organisational skills
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 flexible and continue to support a hybrid working model. You will get to be your best at Davy.
Values and Culture
Exceptional client outcomes delivered by a world class team, underpinned by our core Davy values – One Team, Client Success, and Proud Legacy.
Important Information
Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if you don’t meet all of the requirements outlined in the job description, we still encourage you to apply. We review all applications received. As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity to participate in the interview process. If you require any reasonable accommodations, please let us know, and we will do our best to make the necessary arrangements.
Appointment to this role is subject to the candidate's eligibility to work in Ireland.
Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role.
Davy Group is a member of the Bank of Ireland Group.
Davy Dublin, Dublin, IRL Office
Davy House, 49 Dawson Street, Dublin, Ireland
