Client Services Coordinator

3 weeks ago

London, Greater London, United Kingdom Evelyn Partners Full time
Fixed Term Contract for 13 months

Role Overview:
We are looking for a driven individual to join our Wealth Management division at Evelyn Partners. In this role, you will provide comprehensive administrative assistance to Investment Managers while fostering strong relationships with clients to ensure a seamless and positive client experience.

Benefits of Joining Us:
As a Client Services Coordinator at Evelyn Partners, you will receive support for both personal and professional growth. You will have access to a structured training program that offers 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 in-office attendance three days a week.

Key Responsibilities:
As a Client Services Coordinator, your duties will include but are not limited to:
  • 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 changes.
  • Preparing meeting materials and valuations as needed.
  • Assisting Investment Managers in the creation of new business proposals and presentations.
  • Maintaining back-office systems and client records in accordance with company policies.
Qualifications:
To excel in this position, you should possess:
  • Demonstrated experience in the financial services sector.
  • Prior experience in an administrative capacity is essential.
  • Familiarity with XPlan software is advantageous.
  • A strong commitment to client service.
  • Knowledge of financial products.
  • Excellent verbal and written communication skills with the ability to cultivate relationships.
  • Strong organizational skills and the ability to effectively manage your workload.
Additional Information:
As a member of the Evelyn Partners team, you will enjoy a range of benefits, including:
  • Competitive salary.
  • Private medical insurance.
  • Life assurance.
  • Pension contributions.
  • Hybrid working model (role dependent).
  • Generous holiday package.
  • Option to purchase additional holiday.
  • Shared parental leave.

We are committed to fostering a diverse workforce that reflects society and our clients. At Evelyn Partners, we actively support various employee resource groups and implement numerous diversity, equity, and inclusion initiatives throughout the organization. We strive to create a workplace where all employees, regardless of identity, background, or circumstance, feel respected and empowered to reach their full potential in a safe and inclusive environment.

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

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