Wealth Associate

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 works 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 Wealth Associate role

There is an exciting opportunity to join our Wealth Management Services team in our Dublin office in a support role. This position provides the opportunity to gain full exposure to the Goodbody wealth management function and you will report to the Wealth Service Solutions Team Lead.

 Wealth Associate Accountabilities include:

• Managing and effectively dealing with Client queries.
• Engaging with clients through multiple channels.
• Dealing with input and flow of data using multiple systems to support client requests.
• Engage with third parties acting on behalf of clients (accountants, advisors, and others) on account related queries.
• Addressing errors exceptions and issues to ensure an efficient and effective client experience.
• Collaborating in ad hoc projects as required by the organization.
• Work closely with other teams to ensure that client accounts are managed in line with client's mandate, objectives, risk profile and timeline.
• With support from Team Leader(s) develop specialist knowledge as required to deliver a high standard of service to clients.

Qualifications and Experience

• Third level qualification or, at least 12 months of full-time work experience in the financial services industry.
• QFA, APA, or Stockbroking qualification would be an advantage.

Ideal Characteristics

• Interpersonal skills- Ability to develop and maintain good relationships with all stakeholders as required
• Good communicator -with internal and external stakeholders at all levels
• Reliability- Consistent delivery of deadlines and expectations set for the team and at individual level
• Ability to work as a team or on their own initiative as required
• Strong attention to detail
• Ability to prioritize work
• Proficient use of MS Office suite

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. Reasonable accommodations are offered at every stage of our recruitment process. Should you have a reasonable accommodation request please include a note in your application or email us directly at HR@Goodbody.ie

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).

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 Goodbody by recruitment agencies will not be accepted for this role. Goodbody operates a direct sourcing model and where agency assistance is required, the HR team will engage directly with our recruitment partners.

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