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Client Administrator

Company

Evelyn Partners

Location

London, England

Type

full-time

Job Description

As Client Administrator, your responsibilities will include among others: 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

  • Working closely with the aligned Investment Managers to deliver excellent client outcomes.
  • Building relationships with clients and maintain regular contact.
  • Maintaining back-office systems and client records in line with the company policies.
  • Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
  • Preparation of meeting packs and valuations 
  • Assist investment managers in the preparation of new business pitches and presentations 
  • Deal with cash transfers, foreign exchange trans...

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