Client Administrator

Evelyn Partners; London; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

Evelyn Partners is seeking an ambitious Client Administrator to join their Wealth Management team in London. The role involves providing administrative support to Investment Managers, enhancing client experiences, and offering professional growth opportunities in a hybrid working environment. Key responsibilities include collaborating with investment teams, managing client interactions, and maintaining records.

Benefits

Private medical insurance

Life assurance

Pension contributions

Generous holiday package

Shared parental leave

Qualifications

• Experience in client administration and financial services sector.
• Experience supporting Investment Managers or Wealth Management teams.
• Knowledge of processing deals.

Responsibilities

• Collaborating with Investment Managers to deliver excellent client outcomes.
• Building and maintaining relationships with clients.
• Liaising with operational teams on various activities.

Skills

Strong written and verbal communication

Tools

Avaloq

Job description

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We're seeking an ambitious individual to join our Wealth Management team in London. 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.

Hybrid Pattern: This role requires working 4 days in the office (Monday - Thursday) and working from home on Friday.

What's in it for me?

This is a fantastic opportunity if you're looking to progress your career further into Investment Management. It offers support on a 1-2-1 basis with an Investment Manager and additional responsibilities within Wealth Management.

As a Client Administrator at Evelyn Partners, you will be supported to grow personally and professionally, with access to structured training and competency development to excel in your career.

Responsibilities include:

• Collaborating with Investment Managers to deliver excellent client outcomes.
• Building and maintaining relationships with clients.
• Liaising with operational teams on activities like scripts, transfers, corporate actions, static data changes.
• Assisting with processing deals under team supervision.
• Preparing meeting packs and valuations as needed.
• Supporting investment managers in preparing pitches and presentations.
• Maintaining back-office systems and client records in line with company policies.

Qualifications:

• Experience in client administration.
• Experience in the financial services sector.
• Supporting Investment Managers or Wealth Management teams.
• Experience in processing deals/bargains.
• Knowledge of Avaloq (preferred).
• Strong written and verbal communication skills.

Additional benefits include:

• Competitive salary.
• Private medical insurance.
• Life assurance.
• Pension contributions.
• Hybrid working model (role-dependent).
• Generous holiday package with options to purchase additional days.
• Shared parental leave.

We value diversity and are committed to an inclusive workplace where everyone feels respected and supported. We offer reasonable adjustments during the application process upon request.