At a Glance
- Tasks: Support Investment Managers and ensure client satisfaction through direct contact.
- Company: Join a diverse and inclusive financial services firm in Belfast.
- Benefits: Enjoy private medical insurance, generous holidays, and a pension contribution.
- Other info: Dynamic work environment with opportunities for personal and professional growth.
- Why this job: Make a real impact by building client relationships and enhancing their experience.
- Qualifications: Experience in financial services and strong communication skills are essential.
The predicted salary is between 25000 - 35000 € per year.
Office Location: Belfast (Ewart)
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.
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).
- 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.
- Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls.
- Encourage client use of portal and other digital tools, providing guidance where required.
- Collaborate and share best practices with colleagues.
Skills, Experience & Qualifications:
- Proven experience working in the financial services industry.
- 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, ideally degree qualified but not essential.
Benefits:
- Private medical insurance
- Life assurance
- Pension contribution
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
Equal Opportunity Employer: 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.
Client Administrator in Belfast employer: Evelyn Partners Limited
Evelyn Partners is an exceptional employer located in Belfast, offering a supportive and inclusive work environment that prioritises employee well-being and professional growth. With benefits such as private medical insurance, generous holiday packages, and a commitment to diversity and inclusion, employees are empowered to thrive both personally and professionally while delivering outstanding client service in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Client Administrator in Belfast
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the hunt for a Client Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you show that you're not just a fit for the role, but also for the team!
✨Tip Number 3
Practice your communication skills! As a Client Administrator, you'll need to be clear and concise. Try mock interviews with friends or family to get comfortable discussing your experience and how it relates to client satisfaction.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications directly from candidates who are excited about joining us. Plus, it shows you're proactive and genuinely interested in the role.
We think you need these skills to ace Client Administrator in Belfast
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the Client Administrator role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your client service ethic and how you handle pressure. We love seeing your personality come through, so don’t hold back!
Showcase Your Communication Skills:Since excellent communication is key for this role, make sure your application reflects that. Use clear, concise language and check for any typos or errors. We appreciate attention to detail!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Evelyn Partners Limited
✨Know Your Client Service Basics
Make sure you brush up on your client service skills. Since the role involves direct contact with clients, be prepared to discuss how you've successfully built relationships in the past and how you handle client queries or issues.
✨Familiarise Yourself with Financial Services
Given that this position is within the financial services industry, it’s crucial to understand the basics of investment management. Research common terms and processes, so you can speak confidently about them during the interview.
✨Showcase Your Organisational Skills
The job requires excellent organisational skills, so think of examples where you've successfully managed multiple tasks under pressure. Be ready to explain how you prioritise work and ensure nothing slips through the cracks.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think of situations where you've had to use judgement and reasoning to propose solutions, especially in a client-focused context.
