Evelyn Partners

Client Administrator

Evelyn Partners

full-time

Posted on:

Origin:  • 🇬🇧 United Kingdom

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Job Level

Mid-LevelSenior

About the role

  • Client Administrator – Investment Management in Birmingham. 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.
  • Work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes; maintain regular contact with clients; liaise with operational teams where support is provided on activities (e.g., scripts, transfers, corporate actions, static data changes);
  • Preparation of meeting packs and valuations as required; Assist investment managers in the preparation of new business pitches and presentations; Maintain back-office systems and client records in line with the company policies.
  • This is a hybrid working role with a requirement to be in the office 3 days per week.

Requirements

  • Proven experience working in the financial services industry with investment management experience
  • Ambition to build a career within a financial services firm, with a willingness to learn and develop
  • A strong client service ethic
  • Strong (verbal and written) communication skills with an ability to build relationships
  • The ability to fully plan workload and display excellent organisational skills
  • Ability to use judgement and reasoning to propose solutions to problems
  • Knowledge of Investments, Pensions and Life Assurance preferred