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 Account Opening Executive role We are seeking a detail:oriented and client:focused professional to join our dynamic Client Support Services team as an Account Opening Executive, playing a key role in delivering exceptional onboarding experiences within a fast:paced and evolving operations environment. Client Support Services, sitting in the Operations department at Goodbody, brings together our traditional Middle Office with Account Opening, Account Maintenance, and Pension Administration functions. It's a vibrant and forward:thinking area that fosters continuous improvement, strategic foresight, and professional development-offering individuals the opportunity to grow and thrive in a supportive and rewarding environment. Account Opening Executive Accountabilities include: - Carrying out the end:to:end client on:boarding process and ensuring service delivery excellence to our clients and Wealth Management - Issuing account opening documentation to our clients/prospective clients, in a timely and professional manner, as requested by the Wealth Management Department - Providing advice and regulatory guidance to Wealth Management and our clients on all aspects of account opening for all client types (individuals, companies, trusts, pensions, charities etc.) - Reviewing completed client account opening documentation, and identifying any issues that need to be resolved to meet regulatory standards and internal requirements - Assessing new accounts to ensure Customer Due Diligence (CDD), AML, Client Suitability and Client Vulnerability criteria are met and addressed - Attend client meetings with Portfolio Managers, where necessary, to assist with account opening documentation - Interact with internal stakeholders, including Wealth Management, Compliance, Internal Audit, Risk, and Wealth Management Operations, as well as our clients in relation to all aspects of account opening/client on:boarding - Updating account opening documentation and procedures as required due to changes to regulation/internal processes. - Building and maintaining strong relationships with all colleagues, relevant vendors /customers, and stakeholders - Recognising and recording Service Level Agreement Breaches against Outsourced Provider as and when they occur : adhere to Breach recognition and escalation procedures - Representing the Client Support Services on internal/external forums with the ability to obtain a favourable resolution for all concerned - Being responsive and receptive to internal and external change initiatives - Escalating of all relevant matters to Team Leader whilst retaining responsibility for resolution. Qualifications and Experience - Previous experience of working on client AML and CDD matters would be helpful in the role - Candidates should be proficient in Microsoft Office - Full training will be provided on systems in use in the department where required - A strong commitment to developing and sustaining a superior level of customer service - At least 2 years Financial Services experience would be an advantage. - Experience of different stockbroking functions would be an advantage - Certificate in Stockbroking (or willingn