Client Experience Coordinator

2 weeks ago


Leeds, Leeds, United Kingdom Evelyn Partners Fund Solutions Limited Full time
About the Opportunity

This is an exciting opportunity to join our Account Services team as a Client Experience Coordinator. The primary objective of this role is to work proactively with external financial advisers by telephone and email, providing an excellent telephone-based service and maintaining core systems.

Responsibilities
  • Provide an excellent telephone-based service to external adviser firms dealing with information requests and processing letters of authority
  • Maintain core systems (Xplan) ensuring all tasks are completed in line with policy and procedures
  • Liaise with operation teams and process Account Management tasks in relation to the Managed Portfolio Service (payments, ISA Subscriptions, Change of Strategy)
  • Process third party adviser charges and deliver remittance advices in a timely manner
  • Deliver key documentation and MI to external adviser firms
Requirements
  • A background in administrative roles, ideally within the financial services industry
  • Operational experience within the financial services industry
  • Proficient IT skills in core Microsoft Office systems
  • Organisation and prioritisation skills being able to work independently and within a team
  • Excellent verbal and written communication skills with an eye for detail
  • Professional telephone manner
Our Commitment to Diversity and Inclusion

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners, we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity, and inclusion initiatives across the organisation.



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