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 for a Client Service Executive to join Davy. In the role, the successful candidate will:

Provide general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers.
Act as the first point of contact to clients; dealing promptly and efficiently with client’s queries.
Prepare investment presentations and collation of documentation for client meetings; auditing customer relationship management system to ensure records and supporting documents are accurate & compliant in preparation of client meetings.
Manage follow up activities from client meetings; completion of minutes of meetings and monitoring completion of tasks.
Update and monitor the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for our clients
Facilitate client requests by liaising with internal departments to ensure operational procedures and compliance obligations are met executing tasks; acting as the primary point of contact with all internal departments.
Manage reporting and operation of tasks in conjunction with other team members; implementing and communicating company practice in carrying out tasks.
Liaise with Tax Advisers, Solicitors, Brokers and Life Offices on behalf of servicing our clients.
Assist with administrative tasks involved with planning and preparation of various client events and conferences; provide on-site support and hospitality at such events. Occasional out of office hours.
Participate in interdepartmental projects to identify best practice to enhance servicing our clients; facilitate deployment and communication of new applications to the team.
Work with the team on the completion and follow up of Investor Policy Statement.
Contribute in company campaign workshops.
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;

Degree in Business/Finance related area
A strong and proven administration background with the below qualities
High level of proficiency in MS Word, Excel, Outlook and PowerPoint
A flexible, positive attitude towards work
Excellent attention to detail
An ability to work effectively as part of a team
A professional telephone manner
Excellent organisational skills
An ability to prioritise own workload

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.

Career Guide for Client Service Executive at Davy

Job Overview

The Client Service Executive at Davy serves as a vital point of contact for clients, ensuring their needs are met efficiently. This role involves administrative support to senior staff, preparing documentation for meetings, and maintaining compliance with company policies. You’ll play a crucial part in delivering outstanding customer service while working closely with various internal departments.

Key Responsibilities

Provide administrative support to directors and senior advisers.
Act as the first point of contact for clients, addressing their queries.
Prepare materials for client meetings and ensure accurate documentation.
Follow up on action items from client meetings and track task completion.
Maintain and update the CRM system, ensuring compliance with data management.
Coordinate with internal departments to fulfil client requests.
Assist in planning and supporting various client events.
Participate in interdepartmental projects aimed at enhancing client service.
Comply with risk and compliance frameworks related to your role.

Required Skills and Knowledge

Technical Skills

Degree in Business or Finance: A relevant educational background is essential.
Proficient in MS Office: High proficiency in Word, Excel, Outlook, and PowerPoint.

Soft Skills

Attention to Detail: Ability to ensure accuracy in documentation and compliance.
Organizational Skills: Capable of managing multiple tasks effectively.
Professional Communication: A polished telephone manner is mandatory.
Teamwork: Ability to work cohesively with others.

Tools and Technologies

CRM Software: Familiarity with customer relationship management tools for documentation and compliance tracking.

Certifications or Training

Courses in customer service, project management, or compliance can help enhance your qualifications.

Interview Preparation

Common Interview Questions

Why do you want to work for Davy?
- Research Davy’s values and align your career goals with them.
Can you describe your previous administrative experience?
- Use specific examples to illustrate your skills and competencies.
How do you prioritize tasks when managing multiple deadlines?
- Discuss your approach to organization and time management.
What does exceptional client service mean to you?
- Reflect on experiences where you delivered outstanding service.
How do you handle difficult clients or challenging situations?
- Provide a specific example and discuss your problem-solving methods.
What tools do you use for collaboration and communication with team members?
- Mention any relevant software you have utilized.
How do you ensure compliance with regulations in your work?
- Discuss your understanding of compliance protocols.
Can you provide an example of a successful team project you were part of?
- Focus on your role and the outcome of the project.
How do you maintain attention to detail in your work?
- Share techniques you use to ensure your work is precise.
Why should we hire you for this position?
- Highlight the skills and experience that make you a strong candidate.

Important Topics to Review

Davy’s history and services: Understand its role in wealth management and investment.
Client relationship management strategies and best practices.
Basic principles of compliance and data management in financial services.

How to Increase Your Hiring Chances

CV Improvement

Tailor Your CV: Customize it to reflect the skills and experiences relevant to the Client Service Executive role.
Highlight Relevant Experience: Clearly outline your administrative and client-focused roles.
Use Keywords: Incorporate industry-specific language from the job description.

LinkedIn Profile Optimization

Professional Photo: Use a clear, professional headshot.
Engaging Headline: Craft a headline that reflects your skills and goals.
Skills Endorsements: Seek endorsements for relevant skills from colleagues.
Summary Section: Write a concise summary that highlights your career aspirations and experience.

Portfolio or Project Ideas

Compile examples of successful client interactions, presentations, or event planning to showcase your skills.
Create a project that illustrates your ability to improve processes or enhance client engagement.

Learning Recommendations

Enroll in courses focused on customer service, project management, or compliance training.
Consider certifications in finance or administration through recognized institutions.