Client Service Administrator

A Client Service Administrator at Evelyn Partners acts as a primary point of contact for external financial advisers, addressing inquiries related to investment management services. This role involves managing communications via telephone and email, handling information requests, maintaining core systems, and ensuring seamless relationships with adviser firms.

To be successful as a Client Service Administrator at Evelyn Partners, candidates should have a background in administrative roles within financial services, possess excellent communication and organizational skills, and be proficient in Microsoft Office. Experience in the wealth management industry is advantageous but not required.

Key responsibilities include providing high-quality telephone service to external advisers, processing requests, maintaining core systems like Xplan, conducting account management tasks, and addressing inquiries about the Managed Portfolio Service. The role is crucial for ensuring compliance and delivering exceptional service.

Client Service Administrators at Evelyn Partners enjoy a competitive salary, private medical insurance, life assurance, pension contributions, a generous holiday package, and options for hybrid working. Additional perks include shared parental leave and access to employee resource groups focused on diversity and inclusion.

Evelyn Partners values a diverse workforce and is committed to fostering an inclusive environment. This includes active employee resource groups, various diversity initiatives, and making reasonable adjustments during the application process to create a safe and respectful workspace.

While the role offers a hybrid working model, the flexibility for part-time work will depend on business needs and specific role requirements. It is best to discuss this option during the interview process for consideration at Evelyn Partners.

Effective verbal and written communication, strong organizational and prioritization skills, and a keen attention to detail are essential for Client Service Administrators at Evelyn Partners. Experience with financial services and proficiency in IT are also beneficial.

To effectively answer this question, highlight your relevant experience in administrative roles within financial services, your communication skills, and your dedication to exceptional client service. Emphasizing your ability to thrive in a fast-paced environment will also showcase your suitability.

Discuss your approach to task prioritization, such as categorizing requests by urgency and impact. Illustrate with examples of tools or methods you’ve used, such as to-do lists or digital task management systems, that help you stay organized and meet deadlines effectively.

Provide a detailed account of a specific situation, outlining the challenge, your thoughtful response, and the steps you took that led to a positive resolution. This will demonstrate your problem-solving skills and commitment to delivering excellent service.

Do your research on Evelyn Partners’ commitment to accessibility, client-centric service, and diversity initiatives. Express how these values resonate with your professional philosophy and how you can contribute positively to their team culture.

A strong answer would involve acknowledging the adviser’s request, assuring them that you will find the information, and following up promptly. Emphasize your resourcefulness and willingness to learn as essential aspects of your work ethic.

Explain that attention to detail ensures accuracy in processing information, compliance with regulations, and overall enhances the quality of service provided to advisers and clients. A concrete example of how detail orientation positively affected your previous work would reinforce your point.

Discuss methods such as attending industry seminars, following relevant publications, and participating in professional groups. This will show your proactive approach to professional development and your commitment to staying informed within the financial services sector.

Detail your experience with various software systems, specifically any that relate to financial services or client relationship management. Be sure to mention Xplan if applicable and explain how your proficiency can benefit Evelyn Partners as a Client Service Administrator.

Describe your strategy for relationship-building, focusing on communication skills, understanding adviser needs, and personalizing your service. Discuss any previous experiences that showcase your ability to foster strong professional relationships.

Emphasize that compliance is vital in maintaining trust and transparency with clients and advisers. Discuss the importance of adhering to regulations and policies in financial services and how you would ensure compliance in your daily tasks.