Senior Client Administration Associate

1 month ago

London, Greater London, 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 comprehensive suite 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 attracting top talent. Join us in our commitment to democratizing access to quality financial advice, as we believe that everyone deserves good guidance, no matter their financial situation.

Our remarkable growth and innovation are anchored in our core principles: Personalization, providing advice rooted in a genuine understanding of our clients' needs; Partnership, collaborating closely with clients; and Performance, showcasing a wide-ranging expertise to achieve outstanding results.

Position Overview

Fixed Term Contract for 12 months

Key Responsibilities:

As a Senior Client Administration Associate, you will deliver comprehensive administrative support to Financial Planners, ensuring client satisfaction through direct engagement with clients and collaboration with operational teams, all while adhering to regulatory requirements.

Your primary responsibilities will include:

  • Collaborating closely with assigned Financial Planners to achieve exceptional client outcomes.
  • Establishing and nurturing relationships with clients, maintaining regular communication.
  • Managing back-office systems and client records in accordance with company policies.
  • Requesting policy information from third-party providers as necessary.
  • Coordinating with operational teams to support various activities, including scripts, transfers, corporate actions, and static data modifications.
  • Preparing meeting materials and valuations as required.
  • Assisting investment managers in crafting new business presentations and pitches.

Qualifications:

To excel in this role, candidates should possess:

  • A minimum of 4 years' experience in Client Administration roles within a comparable sector.
  • Proficiency in Avaloq software.
  • Experience in supporting senior stakeholders.
  • A keen attention to detail.
  • A strong client-centric approach.

Additional Benefits:

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

  • Competitive salary.
  • Private medical insurance.
  • Life assurance.
  • Pension contributions.
  • Hybrid working model (dependent on role).
  • Generous holiday allowance.
  • Option to purchase additional leave.
  • Shared parental leave.

We take pride in fostering a diverse workforce that reflects the society we serve. At Evelyn Partners, we actively support various employee resource groups and implement numerous diversity, equity, and inclusion initiatives across the organization. We are dedicated to creating a workplace where all colleagues, regardless of identity, background, or circumstances, feel respected and empowered to reach their full potential in a safe and inclusive environment.

We are committed to making reasonable adjustments to accommodate your needs throughout the application process. Please inform your Recruiter of any requirements.

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