Evelyn Partners
Wealth Management
ClientAdministrator
“Client Administrator at Evelyn Partners. Skills: Client administration, Investment management support. Provide administrative support. Ensure client satisfaction”
What You'll Achieve.
Deliver excellent client outcomes
Industry & Context.
What They're Looking For.
Must Have
Administrative role in financial services, Experience with financial products, Administrative experience
Nice to Have
Degree qualified
What You'll Do.
Provide administrative support
Ensure client satisfaction
Adhere to regulatory standards
Deliver client outcomes
Build relationships with clients
Maintain regular contact
Maintain back-office systems
Maintain client records
Liaise with operational teams
Prepare meeting packs
Assist in preparation of pitches
Assist in preparation of presentations
Deal with cash transfers
Deal with foreign exchange transactions
Monitor account balances
How You'll Work.
Team & Collaboration
Working with Investment Managers; Liaise with operational teams
Applying for this Client Administrator role?
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