Client Adminstrator

What will you be doing

Were seeking an ambitious individual to join our Wealth Management team of 9 in Edinburgh you will be responsible for supporting Investment Managers in Edinburgh with a book of c700million as well as building relationships with clients to deliver a positive and sleek client experience.

Whats in it for me

As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally you will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.

This is a hybrid working role with a requirement to be in the office 3 day per week.

As a Client Administrator your responsibilities will include among others:

• To work closely with the aligned Investment Managers to deliver excellent client outcomes. 
• To build relationships with clients and maintain regular contact.
• 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 (as required)
• Assist investment managers in the preparation of new business pitches and presentations
• Maintain backoffice systems and client records in line with the company policies

Qualifications :

To be successful in this role you should

• Proven experience working in the financial services industry preferably within Investment Management
• An ambition to build a career within financial services firm with a willingness to learn and develop  
• A strong ethic of client service. 
• Studying towards an accredited Level 4 qualification preferred but not essential
• Strong (verbal and written) communication skills with an ability to build relationships
• The ability to fully plan workload and display excellent organisational skills.
• Ability to use judgement and reasoning to propose solutions to problems.

Additional Information :

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 dependent) 
• Generous holiday package 
• Option to purchase additional holiday 
• Shared parental leave 
• Fully funded training towards professional qualifications 
• Cycle to work scheme 
• Season ticket loan 
• Eye care support 

We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners youll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity equity and inclusion is evident in our active employee resource groups and ongoing initiatives. Were dedicated to creating a workplace where you can thrive and reach your full potential. 

We are committed to providing reasonable adjustments throughout the application process. Please dont hesitate to discuss your needs with your recruiter. 

Remote Work :

No

Employment Type :

Fulltime

Key Skills
Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients
Vacancy: 1

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