Senior Associate Client Administration

Responsibilities

• To work closely with the aligned Investment Managers to deliver excellent client outcomes.
• To build relationships with clients and maintain regular contact
• Maintain back-office systems and client records in line with the company policies
• Request policy information from third party policy providers if applicable
• Liaise with operational teams where support is provided on activities e.g., scripts, transfers, corporate actions, static data changes where applicable
• 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
• Process all business in accordance with required processes & proactive pipeline management to include establishing new accounts on internal systems and collating AML documentation as required
• Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls
• To encourage client, use of portal and other digital tools, provide guidance where required.
• To collaborate and share best practice with colleagues
• Provide training and coaching to new and existing administrators as required
• Provide guidance on a day-to-day basis and be the 'go to person' to answer any process or technical issue
• Skills, Experience & Qualifications
• Proven experience working in the financial services industry, specifically Investment Management
• Good understanding of Financial Planning services.
• A strong ethic of client service Required
• Ability to work under pressure and to prioritise work
• Excellent communication skills, influencing and organisational skills
• Ability to use judgement and reasoning to propose solutions to problems
• Ability to coach and mentor team members
• 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

Job Purpose To provide full administrative support to our Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. To be a role model and mentor to team members, a go-to person within the team.

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Company Intel

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