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Senior Associate Client Administrator

2 months ago

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

About the Role

Evelyn Partners is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. We offer a comprehensive range of financial and professional services to our clients, and we're seeking a skilled Client Administrator to join our team.

Key Responsibilities

  • Provide administrative support to Financial Planners, ensuring client satisfaction through direct contact and adherence to regulatory standards.
  • Build relationships with clients and maintain regular contact to deliver excellent client outcomes.
  • Maintain back-office systems and client records in line with company policies.
  • Liaise with operational teams to provide support on activities, scripts, transfers, and corporate actions.
  • Prepare meeting packs and valuations as required.
  • Assist investment managers in preparing new business pitches and presentations.

Requirements

  • Minimum 4 years' experience in Client Administrative roles within a similar field.
  • Experience using Avaloq software.
  • Strong attention to detail and client focus.

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.

About Us

We value diversity and inclusion, and we're committed to creating a workplace where all colleagues feel respected and supported. We're proud to offer a range of employee resource groups and diversity initiatives across the organization.

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