Associate Client Administration

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 Purpose

To provide full administrative support to a small team of Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. 

Office attendance: This role will have a full time requirement of 6 months in office and then after successful probation will be moved onto a hybrid role of 3 days in office and 2 days working from home. 

Key Responsibilities

• To work closely with the aligned Investment Managers to deliver excellent client outcomes
• To build relationships with clients and maintain regular contact
• Liaise with operations to open new accounts 
• 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., transfers, corporate actions, static data changes where applicable
• 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

Skills, Experience & Qualifications

• A strong ethic of client service
• Ability to work under pressure and to prioritise work 
• Excellent communication skills both written and verbal, influencing and organisational skills 
• Ability to use judgement and reasoning to propose solutions to problems

Professional Qualifications and Education

• Excellent standard of education, 
• Interested in further development through additional qualifications

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.