Client Experience Coordinator
2 weeks ago
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
- 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
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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