Evelyn Partners in the United Kingdom is seeking an experienced administrator to provide full administrative support to Investment Managers, ensuring client satisfaction and compliant operations.
You will build relationships with clients, maintain records, assist with pitches, and coordinate transfers and policy information, while coaching junior staff and contributing to a professional, compliant client service environment.
#J-18808-LjbffrClient Administration Lead — Wealth Management employer: Evelyn Partners
Evelyn Partners is an excellent employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Liverpool. Employees benefit from competitive salaries, private medical insurance, and ample opportunities for professional growth within the Wealth Management sector, making it a rewarding place to build a career while contributing to meaningful financial solutions.
