Client Administrator FTC 6 months
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Job Location:
Birmingham - UK
Monthly Salary:
Not Disclosed
Posted on:
15 hours ago
Vacancies:
1 Vacancy
Job Summary
Client Administrator Investment Management
What will you be doing
Were seeking an ambitious individual to join our Investment Management team in Birmingham. 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.
Fixed Term Contract for 6 months with possibility of being extended
Hybrid model: Initially full time through training and then moved to a hybrid model of 3 days in office and 2 days working from home
Interviews: will commence at the beginning of January
Whats in it for me
As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally and you will have access to a structured training programme offering training & competency oversight to excel your personal development. We encourage continuous professional development via ongoing studying and qualifications and we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.
As a 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
Qualifications :
Skills and Experience
To be successful in this role you should
- Proven experience working in the financial services industry with investment management experience ideally
- Knowledge and experience of using XPlan
- Ambition to build a career within a financial services firm with a willingness to learn and develop
- A strong client service ethic
- 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
Desired
- Knowledge of Investments Pensions and Life Assurance preferred
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
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
Evelyn Partners is the UKs leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trus ... View more
