Client Experience Executive

About Goodbody

Goodbody is a leading financial services firm, committed to serving and growing client relationships for 150 years. We are a full service, investment-led business offering wealth management, asset management, investment banking and private equity services. Our staff of over 400 work in offices across Dublin, London, Cork and Galway. We’re proud to offer prospective employees a professional, collegial work environment that encourages diversity of thought and background. Our reputation in the Irish market for putting customers first is as consistent as the company’s long-standing commitment to giving back to the communities that we work in.

About the Client Experience Executive role

Goodbody Connect is our online, self-directed, share trading platform which caters for our largest customer segment in Goodbody Wealth Management. Goodbody Connect is a home where many customers first experience our brand and what it means to join the Goodbody community. At Goodbody our people differentiate us from our competition daily, and Goodbody Connect provides for an immersive learning environment, allowing Client Success Executives to develop and refine their skill.

Client Experience Executive accountabilities include:

• Managing Client correspondence, Client queries, Client data base amendments and other client related administration while showing a can-do attitude focused on customer excellence and customer experience.
• Developing trusted, collaborative, relationships and delivering high quality bespoke service to clients, across all internal teams and with various third parties.
• Collaborating in client experience and organisational efficiency projects

• Working closely with team members supporting the delivery of an  excellent specialist service to Goodbody clients
• Liaising with Clients and their Accountant’s in relation to account balances, stock holdings, portfolio valuations, dividend queries and online trading platform access.

Qualifications and Experience:

• A minimum of 2 years’ Financial Services experience,
• Excellent knowledge of MS Office Suite (Word, Excel and PowerPoint) is essential

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Ideal Characteristics:

• Demonstrate customer focused behaviour while using judgement to make sound decisions.
• Strong administrative and organisational skills with a high level of accuracy.
• Ability to work in a dynamic environment and enthusiasm for innovations in digitalisation.
• Have a high level of initiative and determination to help Goodbody Connect develop with its digital strategies.
• Flexible, collaborative, and positive attitude in their approach to work.
• Excellent time management with the ability to work to tight deadlines and handle multiple demands.
• A professional, personable approach to Client needs and expectations.
• A team player but also with the ability to work on own. The initiative to challenge traditional ways of working and actively propose and drive digital change where applicable.

Goodbody is focused on helping our employees thrive, and we do this by bringing to life our Employee Value Proposition (EVP) ‘Together we prosper’. Our firm’s purpose is to create long-term prosperity, and we cannot execute on our purpose without the right talent at Goodbody. To make sure we attract and retain industry-leading, passionate and inspiring talent, we’ve built a vibrant culture based on inclusion, opportunities to grow and a commitment to ‘do the right thing’, one of our core values. We live this by offering:

• Regular employee events through our universal inclusion programme fostering a sense of belonging and celebrating differences. And an ‘always on’ approach to social, financial, mental and physical wellbeing. 
• A benefits package that includes a generous pension scheme, educational sponsorship and health insurance, along with a hybrid working model to promote better work/life balance
• Opportunities to give back through sustainability initiatives, volunteering and on-site and online meetings with our charity partners

Goodbody is an equal opportunities employer and is committed to fostering an inclusive workplace which values and benefits from the diversity of our workforce.

Please read the Goodbody Recruitment Privacy Notice. By submitting your personal data to us, you acknowledge that you have read and understood this Privacy Notice and agree to the use of your personal data in line with this. We will only use the information that we collect about you lawfully in accordance with the Data Protection Acts, 1988 and 2003 and the EU General Data Protection Regulation (GDPR).

Goodbody Stockbrokers UC, trading as Goodbody, is regulated by the Central Bank of Ireland. In the UK, Goodbody is also subject to regulation by the Financial Conduct Authority. Goodbody is a member of Euronext Dublin and the London Stock Exchange. Goodbody is a member of the group of companies headed by AIB Group plc.