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- Tasks: Provide top-notch admin support to Investment Managers and ensure client satisfaction.
- Company: Join Evelyn Partners, a leading UK wealth management firm with a passionate team.
- Benefits: Competitive salary, career development opportunities, and a supportive work environment.
- Other info: Be a mentor and role model in a dynamic, collaborative team.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Strong communication skills and a knack for building relationships.
The predicted salary is between 35000 - 45000 £ per year.
Office Location: Edinburgh (Morrison Street)
Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Purpose
To provide full administrative support to our Investment Managers based in Newcastle and Edinburgh, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. To be a role model and mentor to team members, a go-to person within the team.
Key Responsibilities
- To work closely with the aligned Investment Managers in Newcastle and Edinburgh 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.
- Process all business in accordance with required processes.
Senior Associate Client Administration employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Associate Client Administration
✨Tip Number 1
Networking is key! Reach out to current or former employees at Evelyn Partners on LinkedIn. A friendly chat can give you insider info and might even lead to a referral.
✨Tip Number 2
Prepare for the interview by understanding their values and client approach. Show how your experience aligns with their mission of providing excellent client outcomes.
✨Tip Number 3
Practice common interview questions, but also be ready for situational ones. Think about how you've handled client relationships and administrative challenges in the past.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can keep you top of mind and show your enthusiasm for the role.
We think you need these skills to ace Senior Associate Client Administration
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Senior Associate Client Administration role. Highlight any relevant administrative support experience and client relationship management skills to show us you’re the perfect fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about wealth management and how your background makes you an ideal candidate. Don’t forget to mention your understanding of regulatory standards and client satisfaction.
Showcase Your Team Spirit: We love team players! In your application, share examples of how you’ve collaborated with colleagues in the past. Mention any mentoring experiences too, as we value those who can guide and support others in the team.
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 Stuff
Make sure you understand the role of a Senior Associate in Client Administration. Familiarise yourself with Evelyn Partners' services and values, especially their focus on client satisfaction and regulatory standards. This will help you demonstrate your knowledge and show that you're genuinely interested in the company.
✨Showcase Your People Skills
Since this role involves building relationships with clients, be prepared to discuss your experience in client-facing roles. Share specific examples of how you've successfully managed client relationships and resolved issues. This will highlight your ability to connect with clients and work collaboratively with colleagues.
✨Be Ready for Scenario Questions
Expect questions that assess your problem-solving skills and ability to handle challenging situations. Think of scenarios where you had to deal with difficult clients or complex administrative tasks. Prepare to explain your thought process and the steps you took to achieve positive outcomes.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready to ask. Inquire about the team dynamics, the company's approach to client management, or how they support professional development. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.