Client Administrator FTC 6 months
Client Administrator FTC 6 months
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Job Description
Fixed term contract for 6 months
To provide full administrative support Investment Managers ensuring client satisfaction through direct contact with clients and other operational colleagues while adhering to regulatory standards.
Key Responsibilities
- To work closely with the aligned Investment Managers to deliver excellent client outcomes.
- To build relationships with clients and maintain regular contact.
- Maintain backoffice systems and client records in line with the company policies.
- Request policy information from third party policy providers if applicable.
- Liaise with operational teams where support is provided on activities. e.g. scripts transfers corporate actions static data changes where applicable.
- Preparation of meeting packs and valuations (as required)
- Assist investment managers in the preparation of new business pitches and presentations (IM admin only).
- Deal with cash transfers foreign exchange transactions and monitoring of account balances for clients (IM admin only).
Qualifications :
Skills Experience & Qualifications
- Excellent standard of education ideally degree qualified but not essential.
- Proven experience working in the financial services/ wealth management administration
- A strong ethic of client service.
- Ability to work under pressure and to prioritise work.
- Excellent communication skills both written and verbal influencing and organisational skills.
- Demonstrate an understanding of Financial Products and Services
- Demonstrate an understanding of the regulatory Information Givers regime (including ESMA requirements)
- Describe the difference between providing advice and giving information
- Ability to use judgement and reasoning to propose solutions to problems.
Additional Information :
As a colleague here at Evelyn Partners you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
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 were delivering multiple diversity equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues regardless of identity background or circumstance feel respected as individuals and feel that they can achieve their full potential and work in a safe supportive and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
Remote Work :
No
Employment Type :
Contract
Employment Type
Contract
