Client Administrator 6 month FTC
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Job Location:
Birmingham - UK
Monthly Salary:
Not Disclosed
Posted on:
3 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 on a fixed term contract (6months) with potential of being extended. 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 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 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 Client Administrator your responsibilities will include among others:
- To work closely with the aligned Investment Managers and Associate 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. Account opening ISAs transfers client payments 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 where applicable
- 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
- Prior experience within Financial Planning/ Wealth Management supporting Advisors/ Investment Managers through daily actions
- Experience of preparing meeting packs supporting in pitches operational processes - onboarding transfers
- Experience using XPlan
- 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
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
