Client Experience Lead – Hybrid, Growth & Perks

Rathbones; Glasgow; Hybrid; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Company pension – 9% non-contributory

Private medical insurance

Life assurance – 8 × salary

Income protection – 75% salary

Discretionary bonus

Flexible holidays – purchase up to 5 additional days

Study support – funding for courses

Gym discounts

Job summary

Rathbones in Glasgow is looking for a Client Service Executive to manage client relationships and lifecycle tasks. You will ensure timely and efficient client experiences while supporting Investment Managers during significant organizational changes.

This role requires a solid understanding of client lifecycle processes and offers opportunities for career advancement within the company, along with a range of employee benefits like pension, medical insurance, and study support.

Qualifications

• Experience working within a similar role in Financial Services managing end-to-end administration processes.
• Demonstrates a broad understanding of Client Lifecycle processes.
• Understanding of Rathbones’ client Proposition Suite is desirable.

Responsibilities

• Develop and maintain relationships with clients and business stakeholders.
• Manage the client lifecycle administration process.
• Act as the main liaison between the client and investment team.
• Ensure all client lifecycle processes are followed.

Skills

Client Facing Experience

Knowledge of Client Lifecycle processes

Financial Services background

Education

Investment Operations Certificate qualification

Job description

Rathbones in Glasgow is looking for a Client Service Executive to manage client relationships and lifecycle tasks. You will ensure timely and efficient client experiences while supporting Investment Managers during significant organizational changes.

This role requires a solid understanding of client lifecycle processes and offers opportunities for career advancement within the company, along with a range of employee benefits like pension, medical insurance, and study support.