Job Description
What will you be doing?
Applying to this role will open the doors to our excellent opportunities for candidates looking to pursue a professional career within the Investments & Financial industries.
The opportunities we provide will suit a candidate who may have started their first role(s) in general administration, customer services and/or further education with skillsets including; keen attention to detail, customer services experience, basic to moderate understanding of Microsoft packages (Excel, Word and Outlook).
Key Responsibilities
* Ensure that all tasks are completed to a high standard and work is produced within deadlines and that any anomalies are reported to your line manager within agreed timescales.
* Ensure that personal and team KPIs are met, assist in collation of MI highlighting any issues to management.
* Respond to telephone and email enquiries in a timely professional manner, liaising with fund managers and external parties where relevant and promptly, escalating any issues where relevant.
* Log, maintain and respond to written client enquiries promptly, ensuring all client and external documents are relevant and up to date.
* Contribute to the review of team tasks, identifying improvements to enhance client service.
* Adopt a high-quality culture to minimise errors and ensure high-quality service levels are delivered. Ensuring all work is highly accurate, including data input, document checking and payments, and escalating to the manager or relevant department where necessary.
* Ensure that fair treatment of clients is at the forefront of all activities and that all interactions are conducted openly and transparently.
* Undertaking regular and appropriate continuous professional development (CPD).
Qualifications
To be successful in this role, you should:
* Professional and pragmatic approach to all activities
* Excellent written, verbal and interpersonal skills
* IT literate and a competent user of MS Office, particularly Excel and Word
* Ability to work within a team
* Positive/flexible attitude
* Initiative and willingness to learn
* High attention to detail
* Able to prioritise and work to challenging timescales
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.