Client Lifecycle Lead - Finance Relationships

Rathbones; Manchester; Sur place; GBP 32 000 - 42 000; Plein temps

Résumé du poste

Rathbones in Manchester seeks a client lifecycle professional to manage relationships and end-to-end administration across client onboarding, transfers and valuations. You will lead as the go-to contact for administration queries, coordinate with investment, operations and other stakeholders, and ensure regulatory and policy adherence.

The role emphasizes estate/deceased/probate handling and a strong understanding of Rathbones products and services. Previous CSA-style progression is advantageous.

Qualifications

• Knowledge of regulatory environment in which Rathbones operates.
• Understanding of Rathbones products and services.
• Experience working in a similar role in Financial Services managing end-to-end administration processes.
• Progression from CSA role or equivalent external experience.
• Grades A-C at GCSE or equivalent in English and Maths.
• Broad understanding of Proposition Suite.

Responsabilités

• Develop and maintain relationships with clients and business stakeholders to deliver desired client outcomes.
• Manage the client lifecycle administration process for a timely, efficient experience.
• Act as main liaison between client, investment team, operations and stakeholders, keeping all informed.
• Ensure client lifecycle processes follow Operating Model and KPI benchmarks; support account opening, onboarding and transfers.
• Gather information to support client suitability and produce client summaries/welcome letters.
• Collaborate with team and administration functions to share best practice.
• Be first point of contact for clients, attend meetings and lead discussions on administration matters.
• Handle more complex Client Lifecycle tasks such as estate/deceased/probate.
• Demonstrate an understanding of Client Lifecycle processes and Rathbones products & services.

Connaissances

Regulatory knowledge

Relationship management

Financial services experience

End-to-end administration

Stakeholder coordination

Communication skills

Formation

GCSE English & Maths (A-C)

Description du poste

Rathbones in Manchester seeks a client lifecycle professional to manage relationships and end-to-end administration across client onboarding, transfers and valuations. You will lead as the go-to contact for administration queries, coordinate with investment, operations and other stakeholders, and ensure regulatory and policy adherence.

The role emphasizes estate/deceased/probate handling and a strong understanding of Rathbones products and services. Previous CSA-style progression is advantageous.