Associate Client Administration

Job Purpose
To provide full administrative support to a small team of Investment Managers ensuring client satisfaction through direct contact with clients and other operational colleagues while adhering to regulatory standards. 

Office attendance: This role will have a full time requirement of 6 months in office and then after successful probation will be moved onto a hybrid role of 3 days in office and 2 days working from home. 

Key Responsibilities

• To work closely with the aligned Investment Managers to deliver excellent client outcomes
• To build relationships with clients and maintain regular contact
• Liaise with operations to open new accounts 
• 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. transfers corporate actions static data changes where applicable
• Deal with cash transfers foreign exchange transactions and monitoring of account balances for clients 
• 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
• Identify and report any risks breaches or errors through ensuring risks are logged through to mitigating actions and controls
• To encourage client use of portal and other digital tools provide guidance where required.
• To collaborate and share best practice with colleagues

Qualifications :

Skills Experience & Qualifications

• A strong ethic of client service
• 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

Professional Qualifications and Education

• Excellent standard of education 
• Interested in further development through additional qualifications

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