Financial Services Relationship Manager
3 weeks ago
We are seeking an experienced and skilled Financial Services Relationship Manager to join our Account Services team at Evelyn Partners. This is a key role within the firm, requiring strong communication and organisational skills, as well as a keen eye for detail.
Job DescriptionAs a Financial Services Relationship Manager, you will be responsible for managing relationships with external financial advisers, providing excellent customer service, and ensuring that all queries and requests are handled efficiently and effectively. Key responsibilities include:
- Responding to information requests from external advisers and their teams in a timely and professional manner.
- Actioning emails and other communications related to investment management services, including DFM, MPS, and AIM.
- Maintaining accurate records and updating systems accordingly.
- Liaising with operations teams to process account management tasks, such as payments, ISA subscriptions, and change of strategy.
- Processing third-party adviser charges and delivering remittance advices in a timely manner.
- Delivering key documentation and MI to external adviser firms.
- Handling My Evelyn Service requests and queries in a compliant manner.
To succeed in this role, you will require:
- Excellent communication and interpersonal skills.
- Strong organisational and time management skills.
- Proficient IT skills in Microsoft Office systems.
- A keen eye for detail and accuracy.
- The ability to work independently and as part of a team.
This role offers a competitive salary of £35,000 - £45,000 per annum, depending on experience. In addition, we offer a range of benefits, including private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, option to purchase additional holiday, and shared parental leave.
About UsEvelyn Partners is a leading provider of wealth management services, dedicated to delivering exceptional outcomes for our clients. We value diversity, equity, and inclusion and are committed to creating a workplace where everyone can thrive. If you are passionate about delivering outstanding customer service and have a keen eye for detail, we would love to hear from you.
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