Senior Client Administrator

What will you be doing

Were seeking an ambitious individual to join our Wealth 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. You will provide full administrative support to Investment Managers ensuring client satisfaction through direct contact with clients and other operational colleagues while adhering to regulatory standards.

Whats in it for me 

As a Senior 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 and Financial Advisers 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 days 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 and build relationships with clients maintaining regular contact.
• Maintain back-office 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)
• Process all business in accordance with required processes & proactive pipeline management to include establishing new accounts on internal systems and collating AML documentation as required.

Qualifications :

To be successful in this role you should:

• Substantial experience working in the financial services industry.
• A strong client service ethic. 
• Ability to work under pressure and to prioritise work.
• Excellent communication skills both written and verbal influencing and organisational skills.
• Ability to use judgement and reasoning to propose solutions to problems.

Desired:

• Studying towards an accredited Level 4 qualification preferred but not essential 
• Excellent standard of education ideally degree qualified but not essential.

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 dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Fully funded training towards professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support

We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners youll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity equity and inclusion is evident in our active employee resource groups and ongoing initiatives. Were dedicated to creating a workplace where you can thrive and reach your full potential.

We are committed to providing reasonable adjustments throughout the application process. Please dont hesitate to discuss your needs with your recruiter.

Remote Work :

No

Employment Type :

Full-time