Client Support Specialist
2 weeks ago
Company Overview
Evelyn Partners is the UK's leading integrated wealth management and professional services group, with a rich history of helping generations of people and businesses thrive.
We pride ourselves on providing an award-winning service for our clients by employing the best people. Our mission is to place the power of good advice into more hands, believing that everyone deserves access to good advice, regardless of their financial journey.
Our core values drive an exceptional track record of growth and innovation: Personal, offering advice based on a true understanding of our clients' needs; Partnership, working collaboratively with our clients; and Performance, delivering first-class results through our breadth and depth of advice expertise.
Job Summary
This role provides full administrative support to our Financial Planners, ensuring client satisfaction through direct contact and adherence to regulatory standards.
Responsibilities
- Work closely with Financial Planners to deliver excellent client outcomes.
- Build relationships with clients and maintain regular contact.
- Maintain back-office systems and client records in line with company policies.
- Request policy information from third-party providers, if applicable.
- Liaise with operational teams for support on activities like scripts, transfers, corporate actions, and static data changes.
- Prepare meeting packs and valuations as required.
Requirements
To succeed in this role, you should have:
- Proven experience in a Client Administrative role within the financial services industry.
- Desirable experience assisting Financial Planners.
- A strong client service ethic.
- Ability to work under pressure and prioritise tasks.
- Excellent communication and organisational skills.
- Ability to use judgement and propose solutions to problems.
Benefits
As a colleague at Evelyn Partners, you'll enjoy a range of benefits, including a competitive salary, private medical insurance, life assurance, pension contribution, and a generous holiday package.
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