Client Support Administrator
3 weeks ago
Client Support Administrator – Wealth Management
Role Overview:
We are looking for a driven 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.
What We Offer:
As a Client Support Administrator at Evelyn Partners, you will receive support for both personal and professional growth. You will have access to a structured training program that includes Training & Competency oversight to enhance your development. We promote continuous professional growth through ongoing education and qualifications, and you will have the chance to collaborate with a team of seasoned Investment Managers and Financial Advisers.
This position allows for hybrid working, requiring attendance in the office three days a week.
Your Key Responsibilities:
- Collaborate closely with assigned Investment Managers to achieve outstanding client outcomes.
- Develop and maintain relationships with clients through regular communication.
- Coordinate with operational teams to provide support on various activities, such as scripts, transfers, corporate actions, and static data modifications.
- Prepare meeting materials and valuations as needed.
- Assist Investment Managers in crafting new business proposals and presentations.
- 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.
- Currently pursuing an accredited Level 4 qualification is preferred but not mandatory.
- Excellent verbal and written communication skills with the ability to establish rapport.
- Strong organizational skills with the capability to effectively manage workload.
- Ability to apply judgment and reasoning to propose solutions to challenges.
Additional Benefits:
- Competitive salary package.
- Private medical coverage.
- Life insurance.
- Pension contributions.
- Hybrid working model (dependent on role).
- Generous holiday entitlement.
- Opportunity to purchase additional leave.
- Shared parental leave.
At Evelyn Partners, we celebrate the diverse perspectives that a varied workforce brings, reflecting our society and clientele. We are committed to fostering an inclusive environment where all colleagues feel respected and empowered to reach their full potential. We are also happy to make reasonable adjustments to accommodate your needs throughout the application process.
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