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- Tasks: Provide admin support to Investment Managers and ensure client satisfaction.
- Company: Evelyn Partners, a leader in wealth management with a passionate team.
- Benefits: Competitive salary, supportive work environment, and opportunities for growth.
- Other info: Opportunity to build relationships and develop professionally in a thriving industry.
- Why this job: Join a dynamic team and help clients make confident financial decisions.
- Qualifications: Strong communication skills and a passion for client service.
The predicted salary is between 25000 - 30000 £ per year.
Office Location: Guildford (Onslow)
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 Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
Key Responsibilities
- To work closely with the aligned Investment Managers 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.
Client Administrator in Surrey employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Administrator in Surrey
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Evelyn Partners on LinkedIn. A friendly chat can give us insider info about the company culture and what they really value in a Client Administrator.
✨Tip Number 2
Prepare for the interview by practising common questions related to client management and administrative tasks. We should also think of examples from our past experiences that showcase our ability to build relationships and handle client queries effectively.
✨Tip Number 3
Show off your organisational skills! During the interview, we can mention specific tools or methods we use to keep track of client information and ensure smooth operations. This will demonstrate our readiness to support Investment Managers.
✨Tip Number 4
Don’t forget to follow up after the interview! A quick thank-you email reiterating our enthusiasm for the role can leave a lasting impression. Plus, it shows we’re proactive and genuinely interested in joining the team.
We think you need these skills to ace Client Administrator in Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Administrator role. Highlight your administrative skills and any experience you have in client-facing roles. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your skills align with our mission at Evelyn Partners. Let us know what makes you the perfect fit!
Showcase Your Communication Skills: As a Client Administrator, communication is key. In your application, demonstrate your ability to build relationships and maintain regular contact with clients. We love seeing examples of how you've done this in the past!
Apply Through Our Website: We encourage you to apply through our website for a smooth application process. It’s the best way for us to receive your application and get to know you better. Don’t miss out on this opportunity!
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Make sure you understand the role of a Client Administrator and the key responsibilities involved. Familiarise yourself with Evelyn Partners' approach to client satisfaction and how they support their Investment Managers. This will help you demonstrate your knowledge and show that you're genuinely interested in the company.
✨Showcase Your Communication Skills
Since this role involves direct contact with clients, it's crucial to highlight your communication skills. Prepare examples of how you've successfully built relationships in previous roles. Be ready to discuss how you would maintain regular contact with clients and ensure their needs are met.
✨Be Ready for Scenario Questions
Expect questions that assess your problem-solving abilities and how you handle various situations. Think about scenarios where you've had to liaise with different teams or manage client expectations. Practising these responses can help you feel more confident during the interview.
✨Demonstrate Your Organisational Skills
As a Client Administrator, you'll need to manage multiple tasks efficiently. Prepare to discuss how you keep track of client records and ensure compliance with regulatory standards. Sharing specific tools or methods you use to stay organised can set you apart from other candidates.