Client Experience Coordinator

1 month ago


Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time

We are looking for an exceptional Client Experience Coordinator to join our team in Bracknell. As a key member of our Client Administration team, you will be responsible for providing administrative support to our Financial Planners and building relationships with clients to deliver a positive and slick client experience.

You will work closely with the Financial Planners to deliver excellent client outcomes and maintain accurate records in our back-office systems. You will also assist investment managers in preparing new business pitches and presentations.

The ideal candidate will have proven experience working in the financial services industry and be ambitious to build a career within a financial services firm. The successful candidate will have a strong ethic of client service and be willing to learn and develop within the company.

The estimated salary for this role is £28,000 - £32,000 per annum, depending on experience. Benefits include private medical insurance, life assurance, pension contribution, generous holiday package, and option to purchase additional holiday.

We are committed to delivering excellent client outcomes and fostering a culture of diversity and inclusion at Evelyn Partners.



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