Client Support Specialist

4 weeks ago


Leeds, Leeds, United Kingdom Evelyn Partners Full time

About Evelyn Partners

Evelyn Partners is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. Our mission is to provide exceptional advice and support to our clients, empowering them to achieve their financial goals.

Job Summary

We are seeking a highly organized and detail-oriented Client Administrator to join our team. As a Client Administrator, you will provide administrative support to our Financial Planners, ensuring seamless client interactions and maintaining accurate records.

Key Responsibilities

  • Work closely with Financial Planners to deliver exceptional client outcomes
  • Build and maintain strong relationships with clients through regular communication
  • Maintain accurate and up-to-date client records and back-office systems
  • Request policy information from third-party providers as needed
  • Liaise with operational teams to provide support on various activities
  • Prepare meeting packs and valuations as required

Requirements

  • Proven experience in a Client Administrative role within the financial services industry
  • Desirable experience assisting Financial Planners
  • Strong client service ethic and ability to work under pressure
  • Excellent communication and organizational skills
  • Ability to use judgment and reasoning to propose solutions to problems

What We Offer

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

We value diversity and inclusion and are committed to creating a workplace where all colleagues feel respected and valued. If you are passionate about delivering exceptional client service and have a strong work ethic, we encourage you to apply for this exciting opportunity.



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