Client Support Specialist

1 month ago


Edinburgh, Edinburgh, United Kingdom Evelyn Partners Full time

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. Our mission is to provide exceptional advice and services to our clients, and we're committed to making a positive impact in the communities we serve.

Job Summary

We're seeking a highly organized and detail-oriented Client Administrator to join our team. As a Client Administrator, you will provide administrative support to our Financial Planners, ensuring seamless client experiences and adherence to regulatory standards.

Key Responsibilities

  • Work closely with Financial Planners to deliver exceptional client service and support.
  • Build and maintain strong relationships with clients, providing proactive communication and management throughout the client journey.
  • Maintain accurate and up-to-date client records and back-office systems, ensuring compliance with company policies.
  • Liaise with operational teams to provide support on various activities, including policy information requests and account management.
  • Prepare meeting packs and valuations, and collaborate with Investment Managers on Dual Expert cases.

Requirements

  • National 5 (N5) Grade C in Maths and English or above, or equivalent.
  • Previous experience in an administrative role, preferably in the financial services industry.
  • Strong client service ethic, with excellent communication and organizational skills.
  • Ability to work under pressure, prioritize tasks, and use judgment 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.
  • Shared parental leave and a supportive, inclusive work environment.


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