Senior Associate Client Administration 12m FTC

About this role

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. To be a role model and mentor to team members, a go-to person within the team. Fixed term contract: This role is for a 12 month maternity contract 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 Deal with cash transfers, foreign exchange transactions and monitoring of account balances for clients Process all business in accordance with required processes & proactive pipeline management to include establishing new accounts on internal systems and collating AML documentation as required Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls To encourage client, use of portal and other digital tools, provide guidance where required.

To collaborate and share best practice with colleagues Provide training and coaching to new and existing administrators as required Provide guidance on a day-to-day basis and be the ‘go to person’ to answer any process or technical issue Skills, Experience & Qualifications Excellent standard of education, ideally degree qualified but not essential Proven experience working in the wealth management industry A strong ethic of client service Ability to work under pressure and to prioritise work Excellent communication skills, influencing and organisational skills Ability to use judgement and reasoning to propose solutions to problems Ability to coach and mentor team members 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.