Client Support Specialist

2 weeks ago


Bristol, Bristol, United Kingdom Evelyn Partners Full time
{"Job Title": "Client Administrator", "Job Description": "

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.

We offer a comprehensive range of financial and professional services to our clients, and we're committed to delivering exceptional results through our core values of Personal, Partnership, and Performance.

Key Responsibilities

  • Provide administrative support to Financial Planners and Investment Managers, ensuring client satisfaction through direct contact and collaboration.
  • Build relationships with clients and maintain regular communication.
  • Maintain accurate client records and back-office systems in line with company policies.
  • Liaise with operational teams to provide support on various activities.
  • Prepare meeting packs and valuations as required.

Requirements

  • Proven experience working in the financial services industry.
  • 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 and benefits package.
  • Private medical insurance and life assurance.
  • Pension contribution and hybrid working model.
  • Generous holiday package and option to purchase additional holiday.

We're committed to creating a diverse and inclusive workplace, where all colleagues feel valued and empowered to achieve their full potential.

"}
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