Client Support Specialist
2 days ago
About Evelyn Partners
Evelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping individuals and businesses thrive.
We offer a range of financial and professional services to clients, including wealth management, investment advice, and corporate services.
Job Summary
We are seeking a highly organized and detail-oriented Client Support Specialist to provide administrative support to our Financial Planners.
Key Responsibilities
- Provide exceptional client service by responding to client inquiries and resolving issues in a timely and professional manner.
- Assist Financial Planners with client meetings, including preparation of meeting materials and follow-up activities.
- Maintain accurate and up-to-date client records and files.
- Coordinate with internal teams to ensure seamless delivery of services to clients.
- Develop and maintain relationships with clients to ensure their needs are met and exceeded.
Requirements
- Proven experience working in a client-facing role, preferably in the financial services industry.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
- Ability to maintain confidentiality and handle sensitive information with discretion.
- Proficiency in Microsoft Office and other relevant software applications.
What We Offer
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
- Recognition and rewards for outstanding performance.
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