Client Administrator
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Job Location:
Monthly Salary:
Posted on:
9 hours ago
Vacancies:
1 Vacancy
Job Summary
This role is being advertised to build a talentpool for upcoming and future opportunities within our team. By applying your details will be reviewed and kept on file and a member of our recruitment team may contact you to discuss further about future opportunities with us.
What will you be doing
Were seeking an ambitious individual to join our Wealth Management team in Dublin you will be responsible for providing full administrative support for 1 to 2 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 Europe 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 Pension 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.
Some of your responsibilities will be to:
- To work closely with the aligned Investment Managers to deliver excellent client outcomes.
- To build relationships with clients and maintain regular contact.
- Accurately processing transactions and queries by following procedures correctly and meeting agreed deadlines.
- Reviewing and updating procedures and documentation.
- 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.
Qualifications :
To be successful in this role you should have:
- Previous experience working within wealth management in an administrative support role
- Experience and knowledge of financial products i.e. Pensions ISAs Investments Bonds
- Experience of supporting Senior Management and Investment Managers
- Experience of providing end to end support
- Experience using Xplan and/ or Avaloq would be preferred
- Desirable to hold QFA Certificate in Professional Financial Advice or studying towards
- Excellent communication skills both written and verbal influencing and organisational skills.
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
