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Client Support Specialist
2 months ago
We are seeking a highly organized and detail-oriented Client Administrator to join our team at Evelyn Partners. As a key member of our administrative team, you will provide exceptional support to our Financial Planners and Investment Managers, ensuring seamless client experiences and adherence to regulatory standards.
Key Responsibilities
* Provide administrative support to Financial Planners and Investment Managers, ensuring client satisfaction through direct contact and collaboration with operational colleagues.
* Maintain accurate and up-to-date client records and back-office systems, adhering to company policies and regulatory requirements.
* Liaise with operational teams to provide support on activities, scripts, transfers, corporate actions, and static data changes.
* Prepare meeting packs and valuations as required, and assist investment managers in the preparation of new business pitches and presentations.
Requirements
* Proven experience working in the financial services industry, with a strong ethic of client service.
* Excellent communication skills, both written and verbal, with the ability to work under pressure and prioritize tasks.
* Ability to use judgment and reasoning to propose solutions to problems, with a focus on delivering exceptional client outcomes.
What We Offer
* Competitive salary and benefits package, including private medical insurance, life assurance, and pension contribution.
* Hybrid working model, with opportunities for flexible working arrangements.
* Generous holiday package and option to purchase additional holiday.
* Shared parental leave and a commitment to work-life balance.
About Us
Evelyn Partners is a leading integrated wealth management and professional services group, with a rich history of innovation and growth. We value diversity, equity, and inclusion, and are committed to creating a workplace where all colleagues feel respected and valued.
If you are a motivated and detail-oriented individual with a passion for delivering exceptional client experiences, we encourage you to apply for this exciting opportunity.
How to Apply
Please submit your application, including your resume and a cover letter, to [insert contact information]. We look forward to hearing from you
