Evelyn Partners in Guildford seeks an organised administrator to support Investment Managers, ensuring client satisfaction and compliance. You will maintain client records, assist with pitches, and manage back-office tasks across transfers, AML and data changes.
You’ll build relationships with clients, coordinate with operational teams, and promote use of digital tools while upholding regulatory standards. A strong client-service ethos is essential.
#J-18808-LjbffrWealth Client Services Specialist in Guildford 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.
