About the job
Client Administrator – Investment Management
Key Responsibilities:
Join our dynamic Investment Management team in Edinburgh, where you will play a crucial role in providing comprehensive administrative support to our Investment Managers. Your ability to foster strong client relationships will enhance our commitment to delivering exceptional client experiences.
What We Offer You:
As a Client Administrator at Evelyn Partners, you will embark on a journey of personal and professional growth. Our structured training program includes Training & Competency oversight to facilitate your development. We promote continuous learning through ongoing study opportunities and qualifications, and you'll collaborate with a team of seasoned Investment Managers and Financial Advisers, gaining invaluable insights along the way.
This position offers a hybrid working arrangement, requiring attendance in the office four days a week.
Your Responsibilities Will Include:
- Collaborating closely with allocated Investment Managers to achieve outstanding client outcomes.
- Building and maintaining strong relationships with clients through regular communication.
- Liaising with operational teams to provide support on various activities, including scripts, transfers, corporate actions, and static data changes, as appropriate.
- Preparing meeting materials and valuations as required.
- Assisting Investment Managers with the preparation of new business pitches and presentations.
- Maintaining back-office systems and client records in accordance with company policies.

