Client Support Services 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 Support Services Executive role

An opportunity has arisen to join a dynamic team on a temporary basis and the role will be primarily focus on the managing of Client Assets.

Client Support Services Executive Business Accountabilities include:

• Ensure that all tasks performed are compliant with relevant policies and procedures.
• Ensure on-going compliance with Client Asset Regulations (CAR). 
• Responsibility is on the individual to be familiar with the regulations.  
• Ability to recognise any breach of CAR and adhere to escalation policies.
• To take full responsibility and ownership for all assigned administrative services.  
• To provide a robust and timely client service, working within the Control framework and Goodbody policies and procedures.
• Consistently seek to deliver further efficiencies in services and processes.
• Consistently demonstrate customer focus behaviours while using judgement to make sound and dependable decisions.
• Deliver a high-quality service to internal and external customers.
• Work as a key part of the team in providing support to colleagues and ensure that the department maintains optimum performance and delivery of objectives.
• Challenge traditional ways of working and actively propose and drive change where appropriate.
• Ensure compliance with assigned and agreed Performance Objectives.  
• Guarantee full responsibility for all individually assigned tasks.
• Ensure Procedure Manuals are continuously updated with all changes and new procedures.
• Build and maintain strong relationships with all colleagues, relevant vendors / customers and stakeholders. 
• Recognise and record Service Level Agreement Breaches against Outsourced Provider as and when they occur – adhere to Breach recognition and escalation procedures.
• Represent the Middle Office on internal/external forums with the ability to obtain a favourable resolution for all concerned.
• Be responsive and receptive to internal and external change initiatives.
• Escalation to Team Leader of all relevant matters whilst retaining responsibility for resolution.

Qualifications and Experience

• Proficient in Microsoft applications principally Word and Excel.
• At least 1-year Financial Services experience would be an advantage.
• Experience of different stockbroking functions would be an advantage.
• Third level qualification desirable, but not essential.

Ideal Characteristics

• Proven track record of problem identification and resolution at an interdepartmental and third-party level.
• Confident communicator with excellent written, oral and interpersonal skills.
• Good workload management, with the flexibility to switch between tasks as necessary and manage workflows and responsibilities assigned.
• Strong interpersonal and team working abilities.
• Very high levels of accuracy and attention to detail are mandatory.
• Ability to work in a team environment or on own initiative with limited supervision.

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.