Client Administrator - Investment Management

What will you be doing

Were seeking an ambitious individual to join our Investment Management team in London you will be responsible for providing full administrative support to Investment Managers as well as building relationships with clients to deliver a positive and sleek client experience.

Whats in it for me

This is a fantastic opportunity if youre looking to progress your career further into Investment Management this opportunity provides a wider role providing support on 121 basis with an Investment Manager while handling further responsibilities within Wealth Management. 

As a Portfolio/ Client Administrator at Evelyn Partners you will be supported to grow personally and professionally you will have access to a structured training programme offering Training and Competency oversight to excel on your personal development. 

This is a hybrid working role with a requirement to be in the office 3 days per week but initially through training and implementation this will be full time in the office.

As a Client Administrator your responsibilities will include among others:

• To work closely with the aligned Investment Managers to deliver excellent client outcomes. 
• To build relationships with clients and maintain regular contact.
• Liaise with operational teams where support is provided on activities. e.g. scripts transfers corporate actions static data changes where applicable.
• Assisting on processing deals with the supervision of the team 
• Preparation of meeting packs and valuations (as required)
• Assist investment managers in the preparation of new business pitches and presentations 
• Maintain backoffice systems and client records in line with the company policies

Qualifications :

To be successful in this role you should

• Previous experience working within portfolio/ client administration 
• Experience of supporting Investment Managers/ Wealth Management team 
• Experience of processing deals/ bargains 
• Knowledge of Avaloq would be preferred 
• Ability to work under pressure and to prioritise work.
• A strong ethic of client service. 
• Excellent communication skills both written and verbal influencing and organisational skills.

Additional Information :

As a colleague here at Evelyn Partners you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings representative of society and our clients.  At Evelyn Partners we have a wide range of highly active employee resource groups and were delivering multiple diversity equity and inclusion initiatives across the organisation.  It is our commitment to provide a workspace where all colleagues regardless of identity background or circumstance feel respected as individuals and feel that they can achieve their full potential and work in a safe supportive and inclusive environment. 

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process.  Please let your Recruiter know.

Remote Work :

No

Employment Type :

Fulltime