Client Administrator

1 week ago

London, Greater London, United Kingdom Evelyn Partners Full time
{"title": "Client Administrator", "description": "Role Overview

We are seeking an ambitious individual to join our Wealth Management team in London, providing full administrative support to Investment Managers and building relationships with clients to deliver a positive and sleek client experience.

Key Responsibilities
  • Work closely with Financial Planners and/or Investment Managers to deliver excellent client outcomes.
  • Build relationships with clients and maintain regular contact.
  • Liaise with operational teams to support activities such as scripts, transfers, corporate actions, and static data changes.
  • Prepare meeting packs and valuations as required.
  • Assist investment managers in preparing new business pitches and presentations.
  • Maintain back-office systems and client records in line with company policies.
Requirements
  • Proven experience working in the financial services industry.
  • Ambition to build a career within a financial services firm, with a willingness to learn and develop.
  • A strong ethic of client service.
  • Knowledge of financial products is desirable.
  • Experience using Avaloq or XPlan would be beneficial.
  • Strong verbal and written communication skills with an ability to build relationships.
  • The ability to fully plan workload and display excellent organisational skills.
  • Ability to use judgement and reasoning to propose solutions to problems.
What We Offer
  • Competitive salary.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Hybrid working model.
  • Generous holiday package.
  • Option to purchase additional holiday.
  • Shared parental leave.

We value diversity and inclusion, and are committed to creating a workspace where all colleagues feel respected and supported.

", "lang_code": "en"}

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