Client Support Specialist

4 weeks ago

Glasgow, Glasgow City, United Kingdom Evelyn Partners Full time
Client Support Specialist – Wealth Management

What will you be doing?
We are looking for a driven individual to join our Wealth Management division. In this role, you will provide comprehensive administrative assistance to Investment Managers while fostering relationships with clients to ensure a seamless and positive client experience.

What's in it for me?
As a Client Support Specialist at Evelyn Partners, you will receive support for both personal and professional growth. You will have access to a structured training program that includes Training & Competency oversight to enhance your development. We promote continuous professional advancement through ongoing education and qualifications, and you will have the chance to collaborate with and learn from a team of seasoned Investment Managers and Financial Advisers.

This position allows for hybrid working, requiring office attendance three days a week.

Your responsibilities will include:
  • Collaborating closely with assigned Investment Managers to achieve outstanding client outcomes.
  • Establishing and maintaining relationships with clients through regular communication.
  • Coordinating with operational teams to support various activities, such as scripts, transfers, corporate actions, and static data modifications.
  • Preparing meeting materials and valuations as needed.
  • Assisting Investment Managers in crafting new business proposals and presentations.
  • Maintaining back-office systems and client records in accordance with company policies.
To be successful in this role, you should possess:
  • Demonstrated experience in the financial services sector.
  • A desire to build a career within a financial services firm, coupled with a willingness to learn and grow.
  • Familiarity with investment products.
  • A strong commitment to client service.
  • Progress towards an accredited Level 4 qualification is preferred but not mandatory.
  • Excellent verbal and written communication skills, with the ability to cultivate relationships.
  • Strong organizational skills and the ability to effectively manage your workload.
  • The capacity to apply judgment and reasoning to propose solutions to challenges.
Additional Information:
As a member of Evelyn Partners, you will enjoy benefits that include:
  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contributions
  • Hybrid working model (role dependent)
  • Generous holiday allowance
  • Option to purchase additional leave
  • Shared parental leave

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

We are open to making reasonable adjustments to accommodate your needs throughout the application process. Please inform your Recruiter if you require any assistance.

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