Client Services Administrator
3 weeks ago
Client Services Administrator – Wealth Management
Overview of the Role:
We are looking for a motivated individual to join our Wealth Management division. In this role, you will provide comprehensive administrative assistance to Investment Managers while fostering strong relationships with clients to ensure a seamless client experience.
Benefits of Joining Us:
As a Client Services Administrator at Evelyn Partners, you will receive support for both personal and professional growth. Our structured training program 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 our seasoned Investment Managers and Financial Advisers.
This position allows for hybrid working, requiring in-office attendance three days a week.
Your Key Responsibilities:
- Collaborate closely with assigned Investment Managers to achieve outstanding client results.
- Establish and maintain regular communication with clients.
- Coordinate with operational teams to support various activities, including scripts, transfers, corporate actions, and static data changes, as necessary.
- Prepare meeting materials and valuations as needed.
- Assist Investment Managers in crafting new business presentations and pitches.
- Maintain back-office systems and client records in accordance with company policies.
Qualifications for Success:
- 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 workload.
- Capability to use judgment and reasoning to propose solutions to challenges.
Additional Benefits:
- Competitive salary package.
- Private medical coverage.
- Life insurance benefits.
- Pension contributions.
- Hybrid working model (dependent on role).
- Generous holiday entitlement.
- Option to purchase additional leave.
- Shared parental leave policies.
At Evelyn Partners, we celebrate the diversity that a varied workforce brings, reflecting our society and clientele. We are committed to fostering an inclusive environment where all employees feel respected and empowered to reach their full potential. We are also dedicated 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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