Client Service Administrator

For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality. 

Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients. 

What you will be doing

The primary objective of the role is to work pro-actively within the Account Services team and field enquiries from external financial advisers by telephone and email. The enquires will relate to investment management services such as DFM, MPS and AIM, so experience in the wealth management industry would be an advantage. Day to day tasks would include actioning the inbox by replying to IFAs and their teams about all aspects of their B2B relationship with Evelyn Partners including: 

• Information requests about their client investments
• Updating systems 
• Web Portal assistance
• The smooth functioning of the IFA Business relationship with Evelyn Partners
• Adhoc requests and problem solving in a fast-moving environment

Key Responsibilities

• Provide an excellent telephone-based service to external adviser firms dealing with information request and processing letters of authority
• Maintain core systems (Xplan) ensuring all tasks are completed in line with policy and procedures.
•  Liaise with operation teams and process Account Management tasks in relation to the Managed Portfolio Service (payments, ISA Subscriptions, Change of Strategy)
•  Process third party adviser charges and deliver remittance advices in a timely manner
• Deliver key documentation and MI to external adviser firms
• Deal with all My Evelyn Service requests and queries in a timely, compliant manner meeting agreed performance standards.
• Develop and maintain effective relationships with clients, colleagues and third parties.
•  Complete project related activities or general tasks as instructed by the Business Development Team lead.
•  Be aware and act upon any compliance, risk and quality issues.
•  Provide recommendations/improvement ideas to increase operational efficiencies within the team

What we're looking for

• Excellent standard of education with a desire to further development and to undertake relevant examination.
• Operational experience within the financial services industry
• Proficient IT skills in core Microsoft Office systems
• Organisation and prioritisation skills being able to work independently and within a team
• Excellent verbal and written communication skills with an eye for detail
• Professional telephone manner

Consumer Duty

Understand and maintain awareness of your responsibility in relation to the Consumer Duty rules and expectations. Take personal ownership for your actions and be an advocate of Consumer Duty to ensure we deliver good outcomes to our customers, in particular, in relation to the expected Consumer Duty outcomes:

• Products and Services – Products and services are fit for purpose
• Price and Value - Price the customer pays for a product or service is reasonable compared to the overall benefits
• Consumer Understanding – Customers are given the information they need, at the right time, and presented in a way they can understand
• Consumer Support – Enable our customers to realise the benefits of the products or service they buy, pursue their financial objectives, and act in their own interests

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 we’re 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.