Senior Associate Client Administration job opportunity at Evelyn Partners.

Home Jobs In United Kingdom Tag: Job Senior Associate Client Administration position at Evelyn Partners


Date2026-04-30T14:09:03.481Z bot
Evelyn Partners Senior Associate Client Administration
Experience: General
Pattern: Full-time
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degreeHigh School (S.S.C.E)
loacation 122 Quayside, Newcastle upon Tyne, England, United Kingdom
loacation 122 Quayside, ..........United Kingdom
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Job DescriptionJob Purpose To provide full administrative support to our Investment Managers based in Newcastle and Edinburgh, 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.Key ResponsibilitiesTo work closely with the aligned Investment Managers in Newcastle and Edinburgh to deliver excellent client outcomes.To build relationships with clients and maintain regular contactMaintain back-office systems and client records in line with the company policiesRequest policy information from third party policy providers if applicableLiaise with operational teams where support is provided on activities e.g., scripts, transfers, corporate actions, static data changes where applicableAssist 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 requiredIdentify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controlsTo encourage client, use of portal and other digital tools, provide guidance where required.To collaborate and share best practice with colleaguesProvide training and coaching to new and existing administrators as requiredProvide guidance on a day-to-day basis and be the ‘go to person’ to answer any process or technical issue

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