Senior Associate Client Administration 12m FTC

Evelyn Partners; Greater London; Hybrid; GBP 26,000 - 36,000; Full time

Benefits offered by this job

Hybrid working model (role dependant)

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

Evelyn Partners in the United Kingdom is seeking an experienced administrative support professional to assist Investment Managers, maintaining client records and complying with regulatory standards. This role acts as a mentor and go-to contact within the team.

The fixed-term maternity contract runs for 12 months, with a hybrid working model and opportunities to contribute to client outcomes, pipeline management and governance. Strong communication and organisational skills are essential.

Qualifications

• Excellent standard of education, ideally degree qualified but not essential
• Proven experience working in the wealth management industry
• A strong ethic of client service
• Ability to work under pressure and to prioritise work
• Excellent communication skills, influencing and organisational skills
• Ability to use judgement and reasoning to propose solutions to problems
• Ability to coach and mentor team members

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
• 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 practice with colleagues
• Provide training and coaching to new and existing administrators as required
• Provide guidance on a day-to-day basis and be the 'go to person' to answer any process or technical issue

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. To be a role model and mentor to team members, a go-to person within the team.

Fixed term contract: This role is for a 12 month maternity contract

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
• 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 practice with colleagues
• Provide training and coaching to new and existing administrators as required
• Provide guidance on a day-to-day basis and be the 'go to person' to answer any process or technical issue

Skills, Experience & Qualifications

• Excellent standard of education, ideally degree qualified but not essential
• Proven experience working in the wealth management industry
• A strong ethic of client service
• Ability to work under pressure and to prioritise work
• Excellent communication skills, influencing and organisational skills
• Ability to use judgement and reasoning to propose solutions to problems
• Ability to coach and mentor team members

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. Please let your Recruiter know