Evelyn Partners in Guildford is seeking an organised administrator to support Investment Managers by handling client communications, processing documentation, and maintaining records to regulatory standards.
The role focuses on data accuracy, AML compliance, and seamless collaboration with back-office teams. Experience with wealth management systems like XPlan or Avaloq would be advantageous, and a strong client-service ethic is essential.
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Wealth Client Services Administrator in Guildford employer: Evelyn Partners
Evelyn Partners is an excellent employer, offering a dynamic work environment in Liverpool that fosters collaboration and innovation. With a strong focus on employee growth, you will have access to professional development opportunities and the chance to engage with senior leadership, making your contributions impactful. The company values a supportive culture where your skills are recognised and rewarded, ensuring a meaningful and fulfilling career path.
