Senior Associate Client Administration - Investment Management
Senior Associate Client Administration - Investment Management
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Job Description
Senior Associate Client Administrator Investment Management
What will you be doing
Were seeking an ambitious individual to join our Investment Management team in London you will be responsible for providing full administrative support to Investment Managers as well as building relationships with clients to deliver a positive and sleek client experience.
Whats in it for me
As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally you will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications we also have a team of experienced Investment Managers which you will have the opportunity to collaborate with and learn from.
This is a hybrid working role with a requirement to be in the office 3 day per week.
As a Senior Client Administrator your responsibilities will include among others:
- To work closely with the aligned Investment Managers to deliver excellent client outcomes.
- To build relationships with clients and maintain regular contact.
- 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
- Maintain back-office systems and client records in line with the company policies.
Skills Experience & Qualifications
- Proven experience working in the financial services industryminimum 5 years experience Required
- A strong ethic of client service Required
- Ability to work under pressure and to prioritise work Required
- Excellent communication skills both written and verbal influencing and organisational skills Required
- Ability to use judgement and reasoning to propose solutions to problems Required
- Ability to coach and mentor team members Required
Professional Qualifications and Education
- Excellent standard of education ideally degree qualified but not essential
- Interested in further development through additional qualifications
Qualifications :
Additional Information :
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
