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    Customer Support Administrator/Client Support/Customer Service - United Kingdom - Evelyn Partners Group

    Evelyn Partners Group
    Evelyn Partners Group United Kingdom

    4 days ago

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    Description

    Evelyn Partners is the UK's leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive.

    We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
    We provide an award-winning service for our clients by employing the best people.

    Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

    An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; and Performance , demonstrating a breadth and depth of advice expertise to deliver first-class results.

    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.

    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. scripts, transfers,corporate actions, static data changes, where applicable.
    Proven experience working in the financial services industry– ideally 2 to 5 years' experience.
    A strong ethic of client service.
    Private medical insurance
    Life assurance
    Pension contribution
    Generous holiday package
    Option to purchase additional holiday
    Shared parental leave

    At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation.

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