Client Services Specialist

2 months ago

Glasgow, Glasgow City, 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 individuals and businesses to flourish. Our extensive portfolio of financial and professional services caters to individuals, family trusts, professional intermediaries, charities, and enterprises.

We pride ourselves on delivering an award-winning client experience by employing top-tier talent. Join us in our commitment to democratizing access to quality financial advice, as we believe everyone deserves guidance throughout their financial journey.

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

Discover more about us and explore available career opportunities here:

Role Overview

Objective of the Position

The role involves assisting the client adviser in managing employee benefits programs.

Key Responsibilities:

Client Support

Provide scheme support for Group Risk & Healthcare clients, ensuring high standards and timely delivery. Prepare written reports and correspondence related to specific client cases. Collaborate with relevant stakeholders, including insurers and introducing firms, to ensure benefits align with client specifications and manage scheme renewals effectively. Conduct market research on products relevant to client needs. Gather illustrations from insurers, along with technical data, performance inquiries, and general provider information. Analyze raw data to support advisers in formulating client recommendations during establishment and renewal phases. Identify and document any risks, breaches, or errors, ensuring appropriate logging and mitigation actions. Delegate tasks to Assistants as necessary to optimize resource utilization. Address client inquiries, escalating to Senior Manager and/or Advisers when appropriate. Communicate with clients through various channels, including phone, MS Teams, email, and written correspondence, ensuring professionalism and timeliness. Maintain accurate and secure client records in accordance with company policy. Ensure comprehensive and up-to-date client records are consistently maintained.

Financial Management

Accurately record all billable client work on a daily basis. Facilitate the timely generation of fee invoices and assist advisers in managing work in progress, receivables, and client profitability.

Compliance and Regulation

Adhere to all regulatory and departmental standards.

Business Development Support

Assist with tender processes and onboarding activities as needed.

Qualifications and Skills

Educational Background and Professional Credentials

Strong educational background. Relevant professional qualifications are advantageous, though not mandatory, along with a willingness to pursue further development and examinations.

Essential Competencies:

Analytical Skills – capacity to evaluate client information and identify needs for suitable recommendations. Communication Proficiency – ability to engage with stakeholders and convey information clearly and professionally in both written and verbal formats, producing concise, well-structured documents tailored to the audience. Customer Orientation – enhance client satisfaction and cultivate long-term, trusted relationships. Time Management – effectively organize time, prioritize tasks, meet deadlines, and manage multiple responsibilities. Team Collaboration – promote effective teamwork and cooperation within the department, supporting the line manager in the training and development of team members while sharing best practices. Technical Knowledge: maintain a high level of technical awareness and stay informed about industry developments and regulatory changes.

Key Skills and Experience

Exceptional client service abilities - prior experience in employee benefits is essential for this position. Proficient in core Microsoft Office applications. Strong interpersonal and communication skills, both written and verbal. Experience in drafting reports and correspondence. Ability to prioritize tasks and delegate effectively. Capable of working independently and collaboratively in a fast-paced environment, demonstrating initiative.

Additional Benefits

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

Competitive remuneration Private health insurance Life insurance Pension contributions Flexible working arrangements (dependent on role) Generous vacation allowance Option to purchase additional leave Shared parental leave

We take pride in embracing the diversity that a varied workforce brings, reflecting society and our clientele. 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 employees, regardless of identity, background, or circumstances, feel valued and can reach their full potential in a safe, supportive, and inclusive environment.

We are more than willing to make reasonable adjustments to accommodate your needs throughout the application process. Please inform your Recruiter of any requirements.

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