Client Administrator

Client Administrator Closed 📅 Week ago 🇬🇧 United Kingdom 💬 Customer Service 🔵 Mid-level Job Description Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals. 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 (as required). 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. Qualifications Skills, Experience & Qualifications Excellent standard of education, ideally degree qualified but not essential. Proven experience working in the wealth management industry Experience of using XPlan Experience working within an administrative role 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. 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 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. This job is filled or no longer available Explore more remote jobs Support Business Make AML Client Satisfaction Client Service Communication Data Financial Hybrid Insurance Monitoring 2114 similar remote jobs Explore latest remote opportunities and join a team that values work flexibility. View all jobs Client Administrator Evelyn Partners Week ago Client Administrator Evelyn Partners Week ago Client Administrator Evelyn Partners Week ago Financial Planning Client Administrator Evelyn Partners Week ago Client Administrator Evelyn Partners 7 Months ago Client Administrator Evelyn Partners 7 Months ago Remote companies like Evelyn Partners Find your next opportunity with companies that specialize in Wealth Management, Professional Services, Financial Planning, and Investment Management. Explore remote-first companies like Evelyn Partners that prioritize flexible work and home-office freedom. 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