Client Administrator

Responsibilities

• Working closely with the aligned Investment Managers to deliver excellent client outcomes.
• Building relationships with clients and maintain regular contact.
• Maintaining back-office systems and client records in line with the company policies.
• Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
• Preparation of meeting packs and valuations
• Assist investment managers in the preparation of new business pitches and presentations
• Deal with cash transfers, foreign exchange transactions and monitoring of account balances for clients
• To be successful in this role, you should
• Have previous experience working in an administrative role within financial services industry within Financial Planning and/ or Wealth Management is essential
• Have experience working with financial products is essential
• Strong administrative experience is essential
• A strong ethic of client service.
• Ability to work under pressure and to prioritise work.
• Excellent communication skills, influencing and organisational skills.
• Professional Qualifications and Education
• Excellent standard of education, ideally degree qualified but not essential.
• As a colleague here at Evelyn Partners, you will have access to benefits that include:
• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Benefits

Additional Information

As Client Administrator, your responsibilities will include among others: provide full administrative support to Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

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Company Intel

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