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Client Services Coordinator

3 months ago

Bristol, Bristol, United Kingdom Evelyn Partners Full time

Company Overview

Evelyn Partners stands as the premier integrated wealth management and professional services organization in the UK, boasting over 186 years of expertise in empowering generations of individuals and businesses to flourish. Our extensive portfolio encompasses a wide array of financial and professional services tailored for individuals, family trusts, professional intermediaries, charities, and businesses.

We pride ourselves on delivering an award-winning service to our clients by employing top-tier talent. Join us in our commitment to democratizing access to quality financial advice, as we believe that everyone deserves sound guidance, no matter their financial situation.

Our remarkable growth and innovation are fueled by our core principles: Personalization, ensuring advice is rooted in a genuine understanding of our clients' needs; Partnership, collaborating closely with clients in a cohesive manner; and Performance, showcasing a comprehensive range of advisory expertise to achieve outstanding results.

Role Overview

What will your responsibilities include?

You will provide comprehensive administrative assistance to Financial Planners and/or Investment Managers, ensuring client satisfaction through direct engagement with clients and collaboration with operational teams, all while adhering to regulatory standards.

Key Responsibilities:

  • Collaborate closely with assigned Financial Planners and/or Investment Managers to ensure exceptional client outcomes.
  • Foster strong relationships with clients and maintain consistent communication.
  • Manage back-office systems and client records in accordance with company policies.
  • Request policy information from third-party providers as necessary.
  • Coordinate with operational teams to support various activities, including scripts, transfers, corporate actions, and static data changes, as applicable.
  • Prepare meeting materials and valuations as required.
  • Assist investment managers in crafting new business presentations and pitches.

Qualifications for Success:

  • Demonstrated experience in the financial services sector.
  • A strong commitment to client service excellence.
  • Ability to thrive under pressure and prioritize tasks effectively.
  • Exceptional written and verbal communication skills, along with strong influencing and organizational abilities.
  • Proficient in using judgment and reasoning to devise solutions to challenges.

Additional Benefits:

As a valued member of Evelyn Partners, you will enjoy a range of benefits, including:

  • Competitive salary
  • Private medical coverage
  • Life insurance
  • Pension contributions
  • Flexible working arrangements (role dependent)
  • Generous vacation allowance
  • Option to purchase additional leave
  • Shared parental leave

We take pride in embracing the diversity that a varied workforce brings, reflecting the society we serve. At Evelyn Partners, we have active employee resource groups and are committed to implementing numerous diversity, equity, and inclusion initiatives across the organization. We strive to create a workplace where all colleagues, regardless of identity, background, or circumstances, feel respected and empowered to reach their full potential in a safe, supportive, and inclusive environment.

We are happy to accommodate any reasonable adjustments to support your needs throughout the application process. Please inform your Recruiter of any requirements.