Client Service Administrator (CSA)

Rathbones; Greater London; Hybride; GBP 25 000 - 35 000; Plein temps

Résumé du poste

Rathbones in London is seeking a Client Service Administrator to provide comprehensive administrative and client life cycle processing support. This entry-level client-facing role sits in Wealth Management Client Care and operates in a hybrid local office.

You will handle onboarding, transfers, payments, updates, closures and estate work, while supporting meetings, travel, and client correspondence with accuracy and professionalism.

Qualifications

• Knowledge of regulatory environment is advantageous.
• Awareness of Rathbones products and services.
• Interest in administration career with proactive development.
• Experience in a similar role in Financial Services is advantageous.
• GCSE English and Maths at Grade A-C or equivalent.

Responsabilités

• Onboarding, transfers, payments, account updates, closures and estate administration.
• Booking meeting rooms, processing expenses and preparing meeting packs.
• Investigating and resolving client queries, referring investment questions to team.
• Communicating with clients accurately within information limits.
• Managing mass mailing communications and updating correspondence.

Connaissances

Client administration

Data accuracy

Communication with clients

Meeting coordination

Office administration

Formation

GCSE English & Maths (A-C)

Outils

Microsoft Office

Description du poste

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.