Client Service Administrator

Rathbone Brothers; Greater London; Hybrid; GBP 28,000 - 36,000; Full time

Job summary

Rathbone Brothers in London is seeking a Client Service Administrator to provide administrative and client life cycle processing support in a hybrid setup. You will be part of the Wealth Management Client Care division and work closely with the local office to deliver an excellent client experience.

This entry level role focuses on onboarding, transfers, payments, and record-keeping, with opportunities to develop expertise in financial services and client relations.

Qualifications

• GCSE English and Maths at grade A–C or equivalent.
• Strong data entry and record-keeping skills.
• Interest in administration and proactive learning.

Responsibilities

• Manage client admin tasks with focus on data accuracy (onboarding, transfers, payments, updates).
• Organise meetings, prepare packs and correspondence, and book rooms.
• Assist with client queries and route investment questions to specialists.
• Handle mailings, maintain diaries, arrange travel, and file client records.
• Support client service meetings and share best practices.
• Office duties including answering phones.

Skills

Administrative support

Data accuracy

Client communication

Record keeping

Meeting coordination

Office duties

Education

GCSE English & Maths

Tools

MS Office

Job description

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Department: Wealth Management Client Care

Job Category: Front Office

Location:

London, GB, EC2V 7QN

Date: 12 Sept 2026

Role Title: Client Service Administrator

Division: Wealth Management Client Care

Location: London

Contract: Permanent

Working pattern: Hybrid

About the Role

Provides comprehensive administrative and client life cycle processing support to ensure effective and efficient operations to deliver excellent client experience. This is a client facing role and is an entry level role for Client Service. The role holder will be part of a team that’s run by a central group but works day‑to‑day in the local office.

What you’ll be responsible for

• Efficiently manages client admin tasks with a focus on data accuracy, including onboarding, transfers, payments, account updates, closures and estate administration.
• Provides operational support such as booking meeting rooms, processing expenses and preparing meeting packs and correspondence.
• Assists with the investigation and resolution of client queries, referring investment related queries to team members.
• Communicates with clients as required, giving accurate and up to date information whilst working within information giving limitations.
• Manages mass mailing communications processes, ensuring that correspondence is updated as required.
• Creates and amends presentations or literature for client meetings.
• Maintains team diaries, arranging meetings and organising travel.
• Manages and files correspondence and records in a timely manner ensuring that all client correspondence is saved, filed and archived accordingly to client files.
• Contributes to Client Service meetings, suggesting improvements to procedures.
• Shares best working practice with other Client Service staff.
• Office duties to include covering phones.

About you

• Some knowledge of the regulatory environment in which we operate is advantageous.
• Awareness of the products and services Rathbones provide
• Demonstrable interest in administration career and has evidence of proactively developing self.
• Experience working in a similar role in Financial Services is advantageous.
• Grade A-C at GCSE or equivalent in English and Maths.