Senior associate client administration Work, Jobs in Morpeth, Nbl (with Salaries)

Senior Associate Client Administration
Evelyn Partners —Newcastle upon Tyne
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Financial services
Quick apply
Senior Pensions Administrator
XPS Pensions Group —Newcastle upon Tyne
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Organisational skills
- Employee discount
- Referral programme
Senior/Associate Building Surveyor
Savills —Newcastle upon Tyne
- Leadership
- Annual leave
11d
Senior Bid Manager
Bellrock Property and Facilities Management —Newcastle upon Tyne
- Monday to Friday
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Health & wellbeing programme
- Annual leave
Quick apply
3d
Solicitor / Associate
Ward Hadaway LLP —Newcastle upon Tyne
- Full-time
- Hybrid work
- Business development
- Travel
- IT
- Annual leave
13d
Blast Technical Lead
AECOM —Newcastle upon Tyne
- Full-time
- Hybrid work
- AutoCAD
- Analysis skills
- Project management

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Senior Pensions Administrator
XPS Pensions Group —Newcastle upon Tyne
Participating in volunteering events is encouraged with paid volunteer days available. Enjoy a competitive salary, annual discretionary bonus, and 25 days’…
Corporate Support Administrator
Northumberland County Council —Morpeth
Flexi scheme (if applicable) – up to 2 days flexible leave available per month (pro rata for part-time employees). Permanent | 37 hours per week.
£25,583 - £25,989 a year
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senior associate client administration jobs near morpeth, nbl

Senior Associate Client Administration

Evelyn Partners -
Newcastle upon Tyne

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

Job Purpose

To provide full administrative support to our Investment Managers, 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 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
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 practice with colleagues
Provide training and coaching to new and existing administrators as required
Provide guidance on a day-to-day basis and be the ‘go to person’ to answer any process or technical issue

Qualifications

Skills, Experience & Qualifications

Proven experience working in the financial services industry, specifically Investment Management
Good understanding of Financial Planning services.
A strong ethic of client service Required
Ability to work under pressure and to prioritise work
Excellent communication skills, influencing and organisational skills
Ability to use judgement and reasoning to propose solutions to problems
Ability to coach and mentor team members

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.

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senior associate client administration jobs in morpeth, nbl

Senior Associate Client Administration

Senior Pensions Administrator

Senior/Associate Building Surveyor

Senior Bid Manager

Solicitor / Associate

Blast Technical Lead

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