Client Administrator - Investment Management - job 1 of 2

As a Client Administrator at Evelyn Partners, your daily responsibilities include providing administrative support to Investment Managers, building strong relationships with clients, preparing meeting packs, processing deals, and maintaining back-office systems. Your role is critical in ensuring clients receive excellent service and support throughout their investment journeys.

To succeed as a Client Administrator at Evelyn Partners, candidates should have National 5 (N5) Grade C in Maths and English, equivalent to GCSE in England. Additionally, experience in client administration and exposure to Wealth Management or Investment teams is preferred. Strong communication skills and the ability to work under pressure are also essential.

Evelyn Partners offers a structured training program that provides Training and Competency oversight to support your personal development as a Client Administrator. This ensures that you gain the necessary skills and knowledge to excel in the investment management field and progress your career.

The work environment for a Client Administrator at Evelyn Partners is dynamic and supportive. You’ll work alongside passionate professionals in the Investment Management team and benefit from a hybrid working model, requiring three days in the office to foster collaboration while offering flexibility to manage your work-life balance.

Evelyn Partners is committed to fostering a diverse and inclusive workplace for all employees, including Client Administrators. The firm aims to create a workspace where every individual feels respected and valued, providing resources and adjustments to accommodate diverse needs throughout the application process.

Highlight your relevant experience and tie it back to the key skills required for the role of Client Administrator. Discuss specific tasks you've handled, like managing client records or supporting investment teams, and show how they prepare you for the position at Evelyn Partners.

Outline your organizational strategies, such as creating to-do lists or using project management tools. Demonstrate your ability to adapt to shifting priorities and to maintain high standards of client service even under pressure, which is essential for a Client Administrator at Evelyn Partners.

Discuss your approach to client communication, including regular check-ins and personalized service. Emphasize the importance of understanding clients' needs and how building rapport is vital in your role as a Client Administrator at Evelyn Partners.

Articulate your conflict resolution skills, highlighting the importance of listening to client concerns, staying calm, and providing solutions. Mention how your problem-solving approach aligns with the values of Evelyn Partners in providing excellent client service.

Mention specific tools you've used, such as CRM systems or productivity software, and elaborate on how they have helped streamline your workflow. This showcases your technical proficiency, which is valuable for a Client Administrator role.

Share a specific example that demonstrates your ability to work collaboratively. Highlight your role in the success of the project and how your contributions tie back to the responsibilities of a Client Administrator at Evelyn Partners.

Describe your ability to simplify complex information and tailor your communication style to meet the client's understanding. This reflects the client service ethic that Evelyn Partners values and reinforces your suitability for the role.

Convey your enthusiasm for the company’s mission and values, and discuss how the role aligns with your career goals. Mention the importance of professional development opportunities and being part of a client-focused culture.

Talk about your organizational methods, such as checklist use and regular reviews of your tasks. Emphasizing your strong attention to detail reflects the high service standards expected from a Client Administrator at Evelyn Partners.

Reflect on skills such as communication, attention to detail, the ability to multitask, and a strong client service ethic. Relate these skills back to your experience to demonstrate that you understand what it takes to excel in the role at Evelyn Partners.