Intermediary Relationship & Support Associate

Elevate Partners

  • Dublin
  • Permanent
  • Full-time
  • 2 days ago
  • Apply easily
We are working with a leading Wealth Management firm who are looking to hire an Intermediary Relationship & Support Associate to join their team in Dublin.Responsibilities of this Intermediary Relationship & Support Associate Job:
  • Ensure Brokers requirements are understood and met in terms of turnaround and accuracy and that brokers are consistently provided with excellent customer service
  • Managing the opening of new accounts and account queries
  • Update broker and client pipelines and Management Information
  • Actively seek to add value to processes by introducing improvements based upon Broker & Client feedback
  • Train and mentor junior team members
Requirements of this Intermediary Relationship & Support Associate Job:
  • A business/finance degree or equivalent
  • QFA qualification and willingness to sit the CFP
  • Excellent organisational skills
  • Experience and knowledge of settlements and operations
  • Ability to prioritise and to work to deadlines
This is an excellent opportunity for someone looking to continue to develop their career in the Wealth Management space.For more information on this Intermediary Relationship & Support Associate Job or to discuss in more detail, contact Aoife Stokes at or apply directly below.

Elevate Partners