Client Administrator

Evelyn Partners; Greater London; Hybrid; GBP 28,000 - 40,000; Full time

Benefits offered by this job

Hybrid working model (role dependant)

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

Evelyn Partners is seeking an administrative support professional to work with Investment Managers, ensuring client satisfaction and regulatory compliance. You will maintain client records, assist with meetings and pitches, and help manage AML documentation and back-office processes.

The role requires strong client service ethos, excellent communication, and the ability to work under pressure. Hybrid working is available with a competitive benefits package.

Qualifications

• Excellent education level, ideally degree qualified but not essential.
• Proven experience in the financial services industry.
• Strong ethic of client service.
• Ability to work under pressure and prioritise work.
• Excellent written and verbal communication, with influencing and organisational skills.
• Ability to use judgement and reasoning to propose solutions to problems.

Responsibilities

• Work closely with Investment Managers to deliver excellent client outcomes.
• Build relationships with clients and maintain regular contact.
• Maintain back-office systems and client records in line with company policies.
• Request policy information from third party policy providers if applicable.
• Liaise with operational teams where support is provided on activities (scripts, transfers, corporate actions, data changes).
• Prepare meeting packs and valuations.
• Assist investment managers in preparing new business pitches and presentations.
• Process cash transfers, foreign exchange transactions and monitor account balances for clients.
• Establish new accounts on internal systems and collate AML documentation as required.
• Identify and report risks, breaches, or errors with mitigations.
• Encourage client use of portals and other digital tools.
• Collaborate and share best practices with colleagues.

Skills

Client service

Communication

Organisational skills

Prioritisation

Regulatory standards

Relationship building

Financial services knowledge

Education

Degree preferred

Job description

Job Purpose

To provide full administrative support to Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

Key Responsibilities

• To work closely with the aligned Investment Managers to deliver excellent client outcomes.


• To build relationships with clients and maintain 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


• Assist investment managers in the preparation of new business pitches and presentations


• 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 practices with colleagues.

Skills, Experience & Qualifications

Excellent standard of education, ideally degree qualified but not essential.

Proven experience working in the financial services industry

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.

Benefits

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 we're 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.