Verified recordFinancial Services

Emma Colgan

Client Services Executive at Davy

Based in Ireland

View on LinkedIn

7-day free trial · no credit card

Seniority

Staff

Department

Customer/Client Service

Location

Ireland

Industry

Financial Services

Company size

993

Contact information

Reveal Emma's email and phone

Direct contact data is gated. Sign up and reveal. You only pay for verified records.

Email

1 credit

e•••••••@davy.ie

Phone

5 credits

+353 ••• •••• ••••

You only pay for valid records. Bounced emails and disconnected numbers cost nothing.

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

Decision-makers

Other people at Davy

Browse the Davy team →

Build a list of verified contacts at Davy

Free for 7 days · 50 credits · no card · only pay for verified records.

Start free

Reach more buyers like Emma

250M+ professionals with verified email and phone. You only pay for records that actually verify.

7-day trial · no credit card · cancel anytime

Emma Colgan Email & Phone Number @ Davy | Kipplo Discover