Craig Stevenson
Operations Executive - Vetting and Client Onboarding at Evelyn Partners
Based in Liverpool, United Kingdom
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Seniority
Other
Department
Other
Location
Liverpool
Industry
Financial Services
Company size
2.2K
Contact information
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c•••••••@evelyn.com
Phone
5 credits+44 ••• •••• ••••
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Background
About Craig Stevenson
A dedicated professional with a background in legal administration and customer service, backed by a solid academic foundation. With a current role as a Process Administrator at JB Leitch Solicitors, I am adept at managing multifaceted responsibilities, from using intricate legal software systems to meticulously handling the setup of client-specific instructions and case filesDemonstrating strong communication and collaborative skills. Prior to this, my experience at WH Smith as a Sales Assistant equipped me with hands-on expertise in customer service, stock management, and team coordination. I hold a Master's degree in International Relations and Security Studies, coupled with a Bachelor's degree in History, showcasing my commitment to continuous learning and personal development.
Decision-makers
Other people at Evelyn Partners
- ELDirector
Eline Lofgren
Investment Director · Finance & Accounting
- BWManager
Brunhild Wilson
Data Protection Officer · Legal
- GPManager
George Pym
Financial Planner · Finance & Accounting
- ABManager
Aaron Burton
Vetting Id Manager · Finance & Accounting
- BSManager
Ben Sims
Business Development Manager · Sales & Business Development
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