Client Administrator - Nottingham, United Kingdom - Resource Solutions.

Resource Solutions.
Resource Solutions.
Verified Company
Nottingham, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

  • Resource Solutions.
Nottingham, United Kingdom

Posted 15 hours ago In-Office Permanent Negotiable

  • Client Administrator at Evelyn Partners 6 months full time onsite in Nottingham (Hybrid working after that)
  • Role OverviewJob purpose
    To provide full administrative support to Financial Planners and /or 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 Financial Planners and/or Investment Managers to deliver excellent client outcomes.

  • To build relationships with clients and maintain regular contact.
  • Maintain backoffice systems and client records in line with the company policies.
  • Request policy information from third party policy providers if
  • Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicabl
  • Preparation of meeting packs and valuations (as required)
  • Assist investment managers in the preparation of new business pitches and presentations (IM admin only).
  • Deal with cash transfers, foreign exchange transactions and monitoring of account balances for clients (IM admin only).
  • 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 practices with colleagues.
Key Skills and Experience- Proven experience working in the financial services industry-ideally 2 to 5 years'

  • A strong ethic of client
  • Ability to work under pressure and to prioritise work.
  • Excellent communication skills both written and verbal, influencing and organisational skills.
  • Ability to use judgement and reasoning to propose solutions to problems.
Professional Qualifications and Education- Excellent standard of education, ideally degree qualified but not essential.

  • Interested in further development through additional qualifications.
Our Values and BehavioursPersonal- We take time to listen to & understand people's individual needs

  • We treat everyone fairly & with respect
  • We are honest & genuine
Partnership- We build lasting, mutually beneficial relationships

  • We value everyone's contribution
Performance- We are ambitious for our clients and act with their interests in mind

  • We keep our promises & deliver excellence at pace
  • We lead the way and embrace new ways of working
  • We partner across the full breadth of our expertise to create shared value
Job ID 222
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