Evelyn Partners is seeking an administrator to provide full support to Investment Managers and ensure client satisfaction while complying with regulatory standards. The role is a 12-month fixed-term contract and involves back-office maintenance, client contact, and collaboration with operational teams.
Key responsibilities include assisting with pitches, handling cash transfers and FX, and maintaining client records.
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Wealth Management Client Services Administrator 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.
