Client Service Administrator

7 months ago

Birmingham, United Kingdom Evelyn Partners Full time

**Company Description**:
Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: _Personal, _offering advice based on a true understanding of what matters to our clients; _Partnership_, working with our clients in a joined-up, collaborative way; and _Performance_, demonstrating a breadth and depth of advice expertise to deliver first-class results.

**What will you be doing?**

To provide full administrative support to Tax Advisors and/or Tax Senior Management. This will enable the team to provide the delivery of accurate, comprehensive advice to clients and a first class level of service.

Some of your responsibilities will be to:

- To work closely with the Tax teams to deliver first class service to clients.
- Managing the Client Onboarding and AML Remediation processes, including data collection and liaising with the central onboarding team when required.
- Assist with billing processes, including WIP management and debt collection.
- Maintain back-office systems and client records in line with the company policies.
- Provide daily administration support, which may include liaising with clients and HMRC.
- Management and processing of various annual tax return processes.
- Preparation of meeting packs.
- Assist in the preparation of pitch reports for new client opportunities.
- Prioritise workloads to ensure all activites are met in a timely manner.

**Qualifications**:
**To be successful in this role, you should have**:

- good academic record including 5 GCSEs (including English and Maths, and min AAA)
- good working knowledge of Microsoft Office packages e.g. Excel, Word, Adobe,
- experienced IT user with intermediate Excel skills
- Strong numerical skills, able to demonstrate understanding of financial terms
- Exceptional organisational skills with the ability to prioritise and multitask
- Team player, but with the ability to work and manage their own work
- Strong communication skills
- Ability to liaise with senior members of the business in a confident and professional manner
- Strong attention to detail and accuracy for all record keeping and reporting.
- 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 dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

  • Client Services Administrator

    6 months ago

    Birmingham, United Kingdom Harper James Full time

    **Client Services Administrator** We are looking for an experienced administrator to support our busy Client Services team on a remote and full-time basis. This is an exciting opportunity for an experienced and tech savvy administrator with excellent attention to detail and organisational skills to assist our team with varied admin support and other day to...

  • Client Services Administrator

    6 months ago

    Birmingham, United Kingdom Recruit UK Full time

    Job Title: Client Services Administrator Industry: Wealth Management Location: Birmingham **Salary**: up to £28,000 (negotiable dependent on experience) Job reference: 8915 **Job Description**: Recruit UK are working with a continuously growing and expanding Wealth Management firm. With offices located around the Midlands and further South, and they...

  • Client Service Administrator

    6 months ago

    Birmingham, United Kingdom Bell Cornwall Recruitment Full time

    **Client Service Administrator** **£24,000 - £28,000** **Castle Bromwich** **BCR/JH/11005** Bell Cornwall Recruitment is thrilled to present an exciting opportunity for a Client Service Administrator on behalf of our esteemed client based in Castle Bromwich, Birmingham. We’re seeking a meticulous individual with a passion for providing exceptional...

  • Client Services Administrator

    1 week ago

    Birmingham, United Kingdom Ground Control Full time

    Join us were an Investors in People Silver Standard Company As a Client Services Administrator you will be the primary point of contact for our clients ensuring their needs are met with professionalism and efficiency. Your role will involve providing comprehensive administrative support to our team facilitating seamless operations and delivering outstanding...

  • Client Service Administrator

    6 months ago

    Birmingham, United Kingdom Evelyn Partners Full time

    **Company Description** Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Client Services Administrator

    2 weeks ago

    Birmingham, United Kingdom Ground Control Full time

    Join us were an Investors in People Silver Standard CompanyAs a Client Services Administrator you will be the primary point of contact for our clients ensuring their needs are met with professionalism and efficiency. Your role will involve providing comprehensive administrative support to our team facilitating seamless operations and delivering outstanding...

  • Client Services Administrator

    2 weeks ago

    Birmingham, United Kingdom Ground Control Full time

    Join us were an Investors in People Silver Standard Company As a Client Services Administrator you will be the primary point of contact for our clients ensuring their needs are met with professionalism and efficiency. Your role will involve providing comprehensive administrative support to our team facilitating seamless operations and delivering outstanding...

  • Client Service Administrator

    7 months ago

    Birmingham, United Kingdom Evelyn Partners Full time

    Company Description Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Client Services Administrator

    6 days ago

    Birmingham, United Kingdom Liaison Group Full time

    CLIENT SERVICES ADMINISTRATOR Hybrid BasedRemote 3 x days and a minimum of 2 x days per week on site with clients across the MidlandsPermanent & Full TimeEMPLOYEE BENEFITS*23 days annual leave + bank holidays, raising to 28 days (increasing upon length of service)Home Working AllowanceSummer & Winter Company DayPrivate Medical InsuranceBlue Light Card...

  • Client Services Administrator

    7 days ago

    Birmingham, United Kingdom Liaison Group Full time

    CLIENT SERVICES ADMINISTRATOR Hybrid BasedRemote 3 x days and a minimum of 2 x days per week on site with clients across the MidlandsPermanent & Full TimeEMPLOYEE BENEFITS*23 days annual leave + bank holidays, raising to 28 days (increasing upon length of service)Home Working AllowanceSummer & Winter Company DayPrivate Medical InsuranceBlue Light Card...

  • Client Services Administrator

    7 days ago

    Birmingham, United Kingdom Liaison Group Full time

    CLIENT SERVICES ADMINISTRATOR Hybrid BasedRemote 3 x days and a minimum of 2 x days per week on site with clients across the MidlandsPermanent & Full TimeEMPLOYEE BENEFITS*23 days annual leave + bank holidays, raising to 28 days (increasing upon length of service)Home Working AllowanceSummer & Winter Company DayPrivate Medical InsuranceBlue Light Card...

  • Client Services Administrator

    7 days ago

    Birmingham, United Kingdom Liaison Group Full time

    CLIENT SERVICES ADMINISTRATOR Hybrid BasedRemote 3 x days and a minimum of 2 x days per week on site with clients across the MidlandsPermanent & Full TimeEMPLOYEE BENEFITS*23 days annual leave + bank holidays, raising to 28 days (increasing upon length of service)Home Working AllowanceSummer & Winter Company DayPrivate Medical InsuranceBlue Light Card...

  • Linux Systems Administration Lead

    4 days ago

    Birmingham, Birmingham, United Kingdom Client Server Full time £90,000

    Job Summary: Linux Systems Administration LeadDo you have a passion for Linux Systems Administration and DevOps best practices? We're looking for a skilled Linux Systems Administration Lead to join our team at Client Server. As a key member of our team, you'll be responsible for leading the design, implementation, and maintenance of scalable Linux-based...

  • Client Services Administrator

    2 months ago

    Birmingham, United Kingdom GB035 Mercer (UK) Limited Full time

    Description: We are seeking a talented individual to join our Consulting Delivery team at MercerMarsh Benefits. This role will be based in Birmingham . This is a hybrid role that has a requirement of working at least three days a week in the office. Mercer Marsh Benefits ™ (MMB) is part of the Marsh McLennan family, bringing together a broad...

  • Client Services Administrator

    2 weeks ago

    Birmingham, United Kingdom Gb035 Mercer (Uk) Limited Full time

    Description: We are seeking a talented individual to join our Consulting Delivery team at MercerMarsh Benefits.This role will be based in Birmingham.This is a hybrid role that has a requirement of working at least three days a week in the office.Mercer Marsh Benefits ™ (MMB) is part of the Marsh McLennan family, bringing together a broad spectrum of...

  • Client Services Administrator

    2 months ago

    Birmingham, United Kingdom GB035 Mercer (UK) Limited Full time

    Description: We are seeking a talented individual to join our Consulting Delivery team at MercerMarsh Benefits. This role will be based in Birmingham or Bristol . This is a hybrid role that has a requirement of working at least three days a week in the office. Mercer Marsh Benefits ™ (MMB) is part of the Marsh McLennan family, bringing together...

  • Client Administrator

    6 months ago

    Birmingham, United Kingdom Marsh McLennan Full time

    **The company: Marsh** Marsh is a leader in insurance broking and innovative risk management solutions, we help clients succeed by defining, designing, and delivering innovative industry-specific solutions that help them effectively manage risk with over 35,000 colleagues operating in more than 130 countries. **The Role: Client Administrator - Credit...

  • Client Services Administrator

    7 days ago

    Birmingham, UK, West Midlands, United Kingdom Liaison Group Full time

    CLIENT SERVICES ADMINISTRATOR Hybrid BasedRemote 3 x days and a minimum of 2 x days per week on site with clients across the MidlandsPermanent & Full TimeEMPLOYEE BENEFITS*23 days annual leave + bank holidays, raising to 28 days (increasing upon length of service)Home Working AllowanceSummer & Winter Company DayPrivate Medical InsuranceBlue Light Card...

  • Client Support Administrator

    6 months ago

    Birmingham, United Kingdom Bell Cornwall Recruitment Full time

    **Client Support Administrator** **Location: Harborne, Birmingham** **Salary: £23,000-25,000** **BCR/OO/10838** Bell Cornwall Recruitment are pleased to hire a Client Support Administrator for a senior financial practice firm. As a people-focused firm with a close-knit team, our client are recruiting for a independent individual with strong...

  • Administrative Coordinator for Private Client Services

    2 days ago

    Birmingham, Birmingham, United Kingdom Shakespeare Martineau Full time

    About the JobThis role offers an exciting opportunity to work with our Private Capital team, providing support and administration to facilitate smooth and efficient outcomes. As a Client Assistant, you will act as a trusted liaison between fee earners and clients, ensuring effective communication and record keeping.ResponsibilitiesLiaison and Communication:...