Client Administrator

Salary not available. View on company website.

evelyn Partners, Liverpool

Full time
Permanent
Onsite working

Posted 3 weeks ago, 3 Jul | Get your application in now before you miss out!

Closing date: Closing date not specified

Job ref: f93399fd8ae741f8970a4ecc160fc2fc

Location ref: Liverpool

evelyn Partners

Full Job Description

To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.,

To work closely with the aligned Financial Planners to deliver excellent client outcomes.
To build relationships with clients and maintain regular contact.
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. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
Preparation of meeting packs and valuations (as required)
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.

Direct job link

https://www.jobs24.co.uk/job/client-administrator-127064967

Client Administrator

Full Job Description

Direct job link

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