Wealth Client Services Administrator

Evelyn Partners in Guildford is seeking an organised administrator to support Investment Managers by handling client communications, processing documentation, and maintaining records to regulatory standards.

The role focuses on data accuracy, AML compliance, and seamless collaboration with back-office teams. Experience with wealth management systems like XPlan or Avaloq would be advantageous, and a strong client-service ethic is essential.

#J-18808-Ljbffr