Client Administrator - Fixed Term
Client Administrator - Fixed Term
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1 Vacancy
Job Description
Client Administrator Investment Management
What will you be doing
Were seeking an ambitious individual to join our Investment Management team in Birmingham initially on a 6 month Fixed Term contract. Youll 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 one of our Client Administrators at Evelyn Partners youll have access to a structured training programme and encouraged to continue in your professional development. We also have a team of experienced Investment Managers and Financial Advisers who youll 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 Client Administrator your responsibilities will include among others:
- To work closely with the aligned Financial Planners and/or 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.
Qualifications :
To be successful in this role you should
- Proven experience working in the financial services industry
- An ambition to build a career within financial services firm with a willingness to learn and develop
- A strong ethic of client service.
- Strong (verbal and written) communication skills with an ability to build relationships
- The ability to fully plan workload and display excellent organisational skills.
- Ability to use judgement and reasoning to propose solutions to problems.
- Knowledge of Investments Pensions and Life Assurance preferred
- Minimum Grade C in Maths (if associate)
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 :
Full-time
Employment Type
Full-time
