Insurance account representative Work, Jobs in Lisburn District, Ant (with Salaries)

Investment Management Client Administrator
Evelyn Partners —Belfast
- Full-time
- No degree
- Organisational skills
- Financial services
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Cloudsmith —Belfast
- Sales
- DevOps
- Travel
- Annual leave
Paralegal - Commercial Litigation (Property)
DAC Beachcroft —Belfast
- Customer service
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9d
Field Regional Business Manager - L'Oréal Dermatological Division
l'Oréal —Belfast
- Full-time
- Management
- Sales
- IT
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13d
Sales Development Representative
EPAM Systems, Inc. —Newry
- Spanish
- Sales
- Customer service
- Employee assistance programme
- Referral programme
Facilities Manager
CBRE —Belfast
- Full-time
- Hospitality
- Microsoft Office
- Analysis skills

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Investment Management Client Administrator

Evelyn Partners -
Belfast

Quick apply

Job details

Full-time

Benefits

Company pension
Private medical insurance

Qualifications

Financial planning
Organisational skills
Financial services
Communication skills

Full job description

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

This role will have a requirement of full time in office over the 6 month probationary period and then move onto a hybrid pattern for 4 days in office and 1 day working from home.

Job Purpose

This role is 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.

Qualifications

Key Responsibilities

To work closely with the aligned Investment Managers 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.
Assist 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
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.

Skills, Experience & Qualifications

Proven experience working in the financial services industry
A strong ethic of client service.
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.

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. 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. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Quick apply

Refine Your Search

insurance account representative jobs in lisburn district, ant

Investment Management Client Administrator

Sales Development Representative (SDR)

Paralegal - Commercial Litigation (Property)

Field Regional Business Manager - L'Oréal Dermatological Division

Sales Development Representative

Facilities Manager

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