Client Administrator

1 month ago


Nottingham, United Kingdom Resource Solutions. Full time

-Resource Solutions.
Nottingham, United Kingdom

Posted 15 hours ago In-Office Permanent Negotiable
- Client Administrator at Evelyn Partners 6 months full time onsite in Nottingham (Hybrid working after that)- Role OverviewJob purpose**To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.**

Key Responsibilities- To work closely with the aligned Financial Planners and/or 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
- Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicabl
- Preparation of meeting packs and valuations (as required)
- Assist investment managers in the preparation of new business pitches and presentations (IM admin only).
- Deal with cash transfers, foreign exchange transactions and monitoring of account balances for clients (IM admin only).
- 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 practices with colleagues.

Key Skills and Experience- Proven experience working in the financial services industry-ideally 2 to 5 years'
- A strong ethic of client
- Ability to work under pressure and to prioritise work.
- Excellent communication skills both written and verbal, influencing and organisational skills.
- Ability to use judgement and reasoning to propose solutions to problems.

Professional Qualifications and Education- Excellent standard of education, ideally degree qualified but not essential.
- Interested in further development through additional qualifications.

Our Values and BehavioursPersonal- We take time to listen to & understand people's individual needs
- We treat everyone fairly & with respect
- We are honest & genuine

Partnership- We build lasting, mutually beneficial relationships
- We value everyone's contribution

Performance- We are ambitious for our clients and act with their interests in mind
- We keep our promises & deliver excellence at pace
- We lead the way and embrace new ways of working
- We partner across the full breadth of our expertise to create shared value

Job ID 222



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