Customer Service Associate

About Davy

Davy has been building its business for a century, with a history that began in 1926. The company plays a major role in Ireland’s wealth and capital markets, serving high-net-worth individuals, self-directed investors, SMEs, credit unions, corporates, and both domestic and international institutional investors. Its culture is guided by three core principles: client success, one Davy, and building a proud legacy. With a team of more than 900 people, Davy encourages continuous learning and personal as well as professional growth.

About the Role

This position sits within Davy’s Customer Service function and is focused on delivering responsive, professional support to clients. The role involves handling service-related queries, building strong customer relationships, and supporting internal processes that help improve the client experience.

Key Responsibilities

• Serve as the initial contact point for customers raising service-related questions.
• Develop and maintain positive, effective relationships with clients.
• Handle enquiries efficiently and in a professional manner.
• Represent Davy’s services and brand in a positive way.
• Research client interests and help increase awareness of available products and services.
• Collect, verify, and log accurate client information.
• Work with internal teams to investigate and resolve customer queries.
• Support the client onboarding process.
• Contribute to projects and process enhancement initiatives when required.
• Follow all risk, compliance, policy, and procedure requirements linked to the role.

Requirements

The ideal candidate should bring a business-focused educational background, prior customer service experience, strong communication skills, and a proactive, organised approach to work.

Candidate Profile

• A third-level qualification in a business-related subject.
• At least 1 year of experience in a customer service position.
• Strong communication skills with a clear customer-first mindset.
• Persuasive, energetic, and outgoing, with the ability to quickly build rapport.
• Capable of working independently and meeting tight deadlines.
• Highly organised, methodical, and comfortable handling multiple tasks.
• Strong working knowledge of MS Word, Excel, Outlook, and PowerPoint.
• Flexible team player who can adapt well to changing priorities.

Benefits

• Competitive compensation package including salary, bonus, and pension.
• Health and wellbeing support, including an Employee Assistance Programme and mental health first aid.
• Flexible working arrangements, with hybrid working supported.
• Flexible benefits allowance.
• Learning and development opportunities, including professional and personal growth support.
• Assistance with retirement planning.
• Access to Sports & Social initiatives that support wellbeing and connection.
• Inclusive workplace culture with a strong sense of belonging.

Important Information

Davy is an equal opportunities employer and is committed to maintaining an inclusive and diverse workplace. Applications are welcomed even if candidates do not satisfy every listed requirement. Reasonable accommodations can be arranged for the interview process where needed. Appointment to this position depends on the candidate’s legal right to work in Ireland. Recruitment agencies should not submit unsolicited CVs or profiles; where agency support is required, Davy’s Recruitment Team will work directly with suppliers. Davy Group is a member of the Bank of Ireland Group.