Opportunity Description
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...
Ready to Apply?
Submit your application for Client Administrator at Evelyn Partners
Apply for this Position