Operations Executive - Client Relations

Evelyn Partners is a UK leader in wealth management, providing personalized, expert investment management and financial planning advice to support clients in embracing what's next. The company is seeking a talented Operations Executive - Client Relations to join its team in Liverpool, working closely with the Online Investment Services team to deliver high-quality end-client service for the Bestinvest Direct project.

Requirements

• Call handling and customer service experience
• Strong interpersonal skills
• Demonstrable interest in financial services
• Working knowledge of Microsoft Office packages
• Ability to summarise complex information in a professional and concise manner

Benefits

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave