Job Details

Operations Manager

My client, a leading independent investment advisory firm, is currently seeking to hire an Operations Manager for their Dublin based team. This role, reporting to the Managing Director, will have broad responsibilities across Operations, including new client on-boarding, client services management and supporting Portfolio Managers as required.

Responsibilities
 

• Manage the entire client experience from facilitating initial meetings to on-boarding the private client to the custody platform
• Preparation of risk questionnaires and various financial account opening documentation as well as collating Anti Money Laundering documentation and other compliance procedures
• Manage the transfer of assets from other financial institutions to the custody platform
• On an ongoing basis, you will be required to communicate with clients on various operational matters and will require strong communication skills, both written and oral
• Work with the Portfolio Management team to collate accurate and timely information on client portfolios and be capable of contributing to the preparation of presentations to clients

Requirements

• 5+ years Operations or Client Services experience in a wealth or asset management environment
• Strong knowledge and awareness of the broader regulatory environment, particularly AML requirements
• Excellent attention to detail
• Strong client management skills
• QFA advantageous

For further information on this role, please contact Jonathan Brady on +353 (0)1 9053 503 or apply directly online.