Operations Executive - Client Relations

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.

What will you be doing?

We're seeking a talented individual to join our Operations team in Liverpool. You will work closely with all of the Online Investment Services team members, as well as interaction with all other operational areas across the entire business and stakeholder departments, to deliver a high quality end- client service for the Bestinvest Direct project.

There is a necessity to deliver high performing, quality services that ensures consumer outcomes are core to delivery against key performance indicators, business goals and objectives. Working collaboratively with peers to drive consistency and cultural alignment with the brand.

We're looking for someone who is commercially aware & strategic in operational approach with great planning, organisational and communication skills, and an excellent communicator who can adapt to deliver first-class service to our clients.

As an Operations Executive - Client Relations, your responsibilities will include among others:

• Investigate & respond to any incoming queries via telephone and email 
• Ensure all Operational deliverables are actioned on time in accordance with service level agreements, agreed quality standards, regulatory & company requirements
• Adhere to all HMRC and FCA regulations including CASS & COBS rules and all Company policies and procedures
• Understand the client on-boarding process and enrichment of client accounts
• Process transfer requests on the custody platform and maintain accurate client data on all platforms
• Closure/archiving of records on XPLAN

Skills and Experience

To be successful in this role, you should:

• Call handling and customer service experience is advantageous 
• Strong interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences
• Demonstrable interest in financial services
• Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel
• Demonstrate ability to understand and summarise complex information in a professional and concise manner and solve problems quickly with high levels of accuracy and attention to detail
• Ability to organise workloads effectively and meet tight deadlines, with a flexible approach to team priorities

Desired:

• Experience gained within a financial services institution especially in Operations is advantageous but not essential
• For candidates with no relevant experience, Scottish Higher / GCSE's (or equivalent) at level C or higher in relevant subject
• Relevant professional qualifications e.g. CISI Investment Operations Certificate desirable but not essential

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.