Client Service Administrator
Rathbones Group Plc
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Benefits offered by this job
Job summary
Rathbones Group Plc in Guildford is seeking a Client Service Administrator to join a central team operating locally in the Guildford office. This entry-level, client-facing role focuses on accurate client administration and efficient operations to deliver an excellent client experience.
You will support onboarding, transfers, payments, and estate administration while handling queries and assisting with meeting preparation and travel arrangements.
Qualifications
- Some knowledge of the regulatory environment in which we operate.
- Awareness of Rathbones products and services.
- Demonstrates proactive self-development for an administration career.
- Experience in financial services is advantageous.
- GCSE English and Maths at grade A-C or equivalent.
Responsibilities
- Manages client admin tasks with data accuracy: onboarding, transfers, payments, account updates, closures, estate administration.
- Provides operational support such as booking meeting rooms, processing expenses and preparing meeting packs.
- Assists with handling client queries and referring investment questions to team members.
- Communicates with clients with up-to-date information within allowed limits.
- Manages mass mailing communications and ensures updated correspondence.
- Creates and amends presentations or literature for client meetings.
- Maintains team diaries, schedules meetings and travel arrangements.
- Organises and files client correspondence, ensuring proper archiving.
- Contributes to Client Service meetings and shares best practices.
- Supports office duties including answering phones.
Skills
Education
Job description
At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns - it's about helping people feel confident in their decisions and supported in their future. We don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most.
We're proud to be one of the UK's leading wealth managers, with £113.6bn in assets under management (as of March 2026) and 20+ offices across the UK and Channel Islands. We're a FTSE 250 company with national reach and a local feel - and we're growing.
Guildford
Permanent
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.
- 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.
If you meet some of these criteria and are excited about the role, we encourage you to apply.
- 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.
We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.
We offer a comprehensive remuneration package, which we review regularly, and benefits include:
- A company pension - 9% non-contributory or 10% if you contribute 5%
- Private medical insurance - Individual on joining, family after 1 year's service
- Life assurance - 8 x salary
- Income protection - 75 % salary
- Company share scheme
- Discretionary bonus
- Flexible holidays - purchase up to 5 additional days
- Green Car Scheme
- Family friendly policies - enhanced family leave for parents & carers
- Study support - study days and funding for courses and qualifications
- Season travel ticket loans
- Volunteering days
- Gym discounts
- Other voluntary benefits you can choose to suit you
Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community.
- Sports & Social Committees, such cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
- Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause Matters@Rathbones' and Armed Forces.
- The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.
We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.
We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.
We're a Disability Confident Employer (level 2) under the UK Government scheme. This means we've signed up to a set of commitments around how we recruit, retain and develop people with disabilities. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.
We believe in playing the long game. That means building consistent results, earning trust and doing the right thing - for our clients, our colleagues and the communities we're part of.
Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing
These aren't just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.
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