Emma Colgan
Client Services Executive at Davy
Based in Ireland
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Seniority
Staff
Department
Customer/Client Service
Location
Ireland
Industry
Financial Services
Company size
993
Contact information
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e•••••••@davy.ie
Phone
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Background
About Emma Colgan
Associate (January 2020-Present) Davy Stockbrokers • Responsible for setting up new and existing client accounts in line with ASL • Ensuring that all data is compliant with AML guidelines and relevant documents are received while setting up accounts • Ensure adherence to Irish Stock Exchange, Financial regulator and EU regulations • Managed the process of the initial and renewal LEI applications and communicate with the ISE on an ongoing basis on behalf of client base • Interacting with cross functional teams within Davy in relation to account setup enquiries or LEI • Train and support new hires with job role tasks and process familiarisation Sales Assistant (October 2018–May 2019 & September 2019–December 2019) Three Store, Henry Street, Dublin • Responsible for selling pre pay and post pay contracts • Dealing with customer queries and complaints relating to phone or general technology • Work as a team member performing cashier duties and providing product assistance • Consistently met monthly sales targets in a fast paced environment • Maintained up to date knowledge of products and policies • Upselling and promotion of add on merchandise to customers Intern (June 2017–July 2018) PwC (PricewaterhouseCooper) Dublin 1 • Support training function in all training activities • Ensure the compliance of all training activities with policies and best practices • Coordination of logistics for training programs and events • Responsible for update of internal databases and generating reports • Support training team to monitor trainees learning progress and training history • Coordinate and oversee roll out of training programmes and administration support • Maintained training records including trainee lists, schedules and attendance records • First point of contact for all graduate programme trainee queries Sales Assistant (November 2016-2017) Pixifoto Swords (Part – time) • Responsible for sourcing portrait photo bookings through engaging with customers in store and shopping centre promotions • Engaging with customers in store and over the phone to maximise bookings • Optimise sales through product knowledge and customer guidance • Responsible for producing high quality photography • Dealing customer queries and complaints • Setting up and maintaining photographic equipment and editing to a high quality • Consistently exceeding sales targets
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