Client Engagement Specialist

6 days ago


Leeds, Leeds, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Client Service Coordinator Job Description
We are seeking a motivated and detail-oriented individual to join our Account Services team as a Client and Service Delivery Assistant. This role offers a fantastic opportunity to develop your skills and experience in the financial services industry while making a real difference in the lives of our clients.

Main Responsibilities:
  • Managing incoming inquiries from external financial advisers via phone and email
  • Updating records and maintaining accurate data in our core systems
  • Collaborating with operations teams to ensure seamless delivery of account management tasks
  • Providing timely and effective responses to client requests and queries
  • Developing strong relationships with external adviser firms and supporting the growth of our IFA Business relationships.

Benefits Package:
  • An attractive salary of £27,000 - £37,000 per annum based on experience
  • Ongoing training and development opportunities to enhance your skills and career
  • A dynamic and supportive work environment with a focus on teamwork and collaboration
  • A comprehensive benefits package including private medical insurance, life assurance, pension contribution, generous holiday entitlement, and more


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