Client Service Administrator

Rathbones; Greater London; Hybrid; GBP 22,000 - 28,000; Full time

Job summary

Rathbones in London is seeking a Client Service Administrator to provide comprehensive administrative and client life cycle support, helping ensure an excellent client experience. This entry level role sits within Wealth Management Client Care and works day-to-day in the local office.

You will handle onboarding, transfers, payments, account updates and correspondence, arrange meetings, book rooms, manage diaries and travel, and prepare meeting packs.

Qualifications

• Knowledge of regulatory environment is advantageous.
• Awareness of Rathbones products and services.
• Evidence of proactively developing self.
• GCSE English and Maths at grade A-C or equivalent.

Responsibilities

• Efficiently handles client admin tasks with a focus on data accuracy (onboarding, transfers, payments, account updates, closures, estate administration).
• Provides operational support (booking meeting rooms, processing expenses, preparing meeting packs and correspondence).
• Assists with investigation and resolution of client queries, referring investment-related queries as needed.

Skills

Data accuracy

Client administration

Onboarding

Account updates

Payments processing

Meetings coordination

Document management

Regulatory awareness

Education

GCSE English and Maths (A-C)

Job description

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 is 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.