Client Administrator

Job Purpose



To provide full administrative support toInvestment 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 support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
• Assist investment managers in the preparation of new business pitches and presentations (IM admin only).
• Deal with cash transfers, foreign exchange...

Ready to Apply?

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