Client Administrator

In office/ Hybrid pattern: There will be a full time requirement in office during the probation period and after successful review the role will move onto a hybrid pattern of 3 days in office and 2 days working from home. 

Job Purpose



To provide full administrative support to Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

Key Responsibilities

• To work closely with the aligned Investment Managers to deliver excellent client outcomes.
• To build relationships with clients and maintain regular contact.
• 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 su...

Ready to Apply?

Submit your application today and join our talented team at Evelyn Partners.