Senior Associate, Client Admin – Investment Management
Senior Associate, Client Admin – Investment Management

Senior Associate, Client Admin – Investment Management

Full-Time 40000 - 50000 £ / year (est.) No home office possible
Evelyn Partners

At a Glance

  • Tasks: Provide top-notch admin support to Investment Managers and ensure client satisfaction.
  • Company: Evelyn Partners, a diverse and inclusive investment management firm.
  • Benefits: Private medical insurance, life assurance, and a generous holiday package.
  • Other info: Opportunity to mentor others in a dynamic work environment.
  • Why this job: Join a supportive team and make a real difference in client relations.
  • Qualifications: Experience in financial services and strong communication skills required.

The predicted salary is between 40000 - 50000 £ per year.

Evelyn Partners is seeking an Investment Administration Support in Newcastle to provide full administrative support to Investment Managers. This role ensures client satisfaction through direct communication and operational adherence.

Candidates should have proven experience in financial services, excellent communication skills, and the ability to mentor team members.

Benefits include private medical insurance, life assurance, and a generous holiday package. Join a diverse team committed to inclusivity and a supportive work environment.

Senior Associate, Client Admin – Investment Management employer: Evelyn Partners

Evelyn Partners is an excellent employer, offering a dynamic work culture in Newcastle that prioritises inclusivity and employee well-being. With comprehensive benefits such as private medical insurance and a generous holiday package, employees are supported both personally and professionally, while opportunities for mentorship and growth within the financial services sector make this role particularly rewarding for those looking to advance their careers.
Evelyn Partners

Contact Detail:

Evelyn Partners Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Associate, Client Admin – Investment Management

Tip Number 1

Network like a pro! Reach out to your connections in the investment management field. A friendly chat can lead to insider info about job openings or even a referral.

Tip Number 2

Prepare for interviews by researching Evelyn Partners and their values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute.

Tip Number 3

Practice your communication skills! Since this role involves direct client interaction, being able to articulate your thoughts clearly will set you apart from the competition.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step.

We think you need these skills to ace Senior Associate, Client Admin – Investment Management

Investment Administration
Client Communication
Operational Adherence
Financial Services Experience
Mentoring Skills
Team Collaboration
Attention to Detail
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in financial services and any relevant administrative roles. We want to see how your skills align with the needs of Investment Managers, so don’t hold back on showcasing your achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about client administration and how you can contribute to client satisfaction. Remember, we love a personal touch, so let your personality come through!

Show Off Your Communication Skills: Since excellent communication is key for this role, make sure to demonstrate your ability to convey information clearly in your application. Whether it’s through your CV or cover letter, we want to see how you can effectively communicate with clients and team members.

Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at Evelyn Partners

Know Your Financial Services Stuff

Make sure you brush up on your knowledge of financial services and investment management. Be ready to discuss your previous experience in the field, as well as any relevant regulations or trends that could impact the role.

Show Off Your Communication Skills

Since this role involves direct communication with clients, practice articulating your thoughts clearly and confidently. Prepare examples of how you've successfully communicated complex information in the past, especially in high-pressure situations.

Mentorship Matters

Evelyn Partners values mentorship, so think about times when you've guided or supported team members. Be prepared to share specific examples of how you've helped others grow in their roles, showcasing your leadership potential.

Embrace Inclusivity

Familiarise yourself with the company's commitment to inclusivity and diversity. Be ready to discuss how you can contribute to a supportive work environment and why you believe it's important in the workplace.

Senior Associate, Client Admin – Investment Management
Evelyn Partners

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