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© All Rights Reserved. ApplyBlast.com
Evelyn Partners
A Client Administrator supports Financial Planners in delivering excellent client outcomes, managing administrative tasks, and handling operational processes. The role involves direct client contact, preparing meeting packs, processing new business accounts, and maintaining client records in line with company policies.
Headquarters
London, England, United Kingdom
Company Size
1001-5000 employees
Founded
1836
Evelyn Partners is a UK leader in wealth management, providing personalised, expert financial planning and investment management advice to clients
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Evelyn Partners.
46% below the average for this role