Client Administrator

Evelyn Partners is recruiting a Client Administrator to join our growing team. This full-time, remote position is based in London, ENGLAND, GB, and offers the chance to become an essential part of our commercial and finance operations.

What This Role Involves

As a Client Administrator at Evelyn Partners, you'll be the cornerstone of our client-facing operations. You'll handle the day-to-day administrative support that keeps our client relationships running smoothly, managing requests, communications, and documentation with precision. Working remotely from London or elsewhere in the UK, you'll coordinate between clients and our internal teams, ensuring every interaction is professional and responsive.

Core Duties

• Manage client enquiries and requests across multiple communication channels
• Maintain accurate client records, documentation, and account information
• Process client transactions, forms, and administrative paperwork
• Support client onboarding and account set-up procedures
• Assist with billing, invoicing, and financial administration for client accounts
• Liaise between clients and internal commercial and finance teams
• Prepare reports and documentation related to client accounts
• Monitor deadlines and ensure timely delivery of services and support

Requirements

• Proven experience in a client-facing administrative or support role
• Strong organisational and time-management skills
• Excellent written and verbal communication abilities
• Proficiency in Microsoft Office and standard business administration software
• Ability to manage multiple tasks and prioritise effectively
• Meticulous attention to detail and accuracy in all documentation
• Professional approach to client confidentiality and service standards
• Comfortable working independently in a remote environment

Working at Evelyn Partners

Evelyn Partners is a forward-thinking financial services firm dedicated to exceptional client service. Our Client Administrator role puts you at the heart of our commercial operations, working within a collaborative team where your expertise directly contributes to client success and satisfaction. Our remote-working approach gives you flexibility whilst maintaining a connected, professional environment where your contributions are genuinely valued.

Ready to Apply?

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.