Client Experience Administrator — Hybrid, London

Rathbones; Greater London; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

Rathbones in London is seeking a Client Service Administrator to provide comprehensive administrative and client life cycle processing support. This entry-level client-facing role sits in Wealth Management Client Care and operates in a hybrid local office.

You will handle onboarding, transfers, payments, updates, closures and estate work, while supporting meetings, travel, and client correspondence with accuracy and professionalism.

Qualifications

• Knowledge of regulatory environment is advantageous.
• Awareness of Rathbones products and services.
• Interest in administration career with proactive development.
• Experience in a similar role in Financial Services is advantageous.
• GCSE English and Maths at Grade A-C or equivalent.

Responsibilities

• Onboarding, transfers, payments, account updates, closures and estate administration.
• Booking meeting rooms, processing expenses and preparing meeting packs.
• Investigating and resolving client queries, referring investment questions to team.
• Communicating with clients accurately within information limits.
• Managing mass mailing communications and updating correspondence.

Skills

Client administration

Data accuracy

Communication with clients

Meeting coordination

Office administration

Education

GCSE English & Maths (A-C)

Tools

Microsoft Office

Job description

Rathbones in London is seeking a Client Service Administrator to provide comprehensive administrative and client life cycle processing support. This entry-level client-facing role sits in Wealth Management Client Care and operates in a hybrid local office.

You will handle onboarding, transfers, payments, updates, closures and estate work, while supporting meetings, travel, and client correspondence with accuracy and professionalism.