Client Administrator
Posted 3 days ago by Evelyn Partners
What will you be doing?
To provide full administrative support to Financial Planners. Responsible for New Business and Client Servicing – taking complete ownership of the end-to-end client journey to deliver positive client experience, while adhering to regulatory standards.
Some of your responsibilities will be to:
- To work closely with the aligned Financial Planners to deliver a positive experience to our clients.
- To build relationships with clients and maintain regular contact and pro-actively manage each stage of the client’s journey.
- 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., valuation scripts, transfers, withdrawals, account opening and static data changes.
- Preparation of meeting packs and valuations.
- Liaise with Investment Managers on Dual Expert cases.
- Type:
- Permanent
- Contract Length:
- N/A
- Contact Name:
- Login or register to view
- Job Reference:
- 406000246758591
- Job ID:
- 1258000000000300466
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