Client Support Specialist
1 month ago
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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