Client Service Executive

Rathbones; Glasgow; Hybrid; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Company pension – 9% non-contributory

Private medical insurance

Life assurance – 8 × salary

Income protection – 75% salary

Discretionary bonus

Flexible holidays – purchase up to 5 additional days

Study support – funding for courses

Gym discounts

Job summary

Rathbones in Glasgow is looking for a Client Service Executive to manage client relationships and lifecycle tasks. You will ensure timely and efficient client experiences while supporting Investment Managers during significant organizational changes.

This role requires a solid understanding of client lifecycle processes and offers opportunities for career advancement within the company, along with a range of employee benefits like pension, medical insurance, and study support.

Qualifications

• Experience working within a similar role in Financial Services managing end-to-end administration processes.
• Demonstrates a broad understanding of Client Lifecycle processes.
• Understanding of Rathbones’ client Proposition Suite is desirable.

Responsibilities

• Develop and maintain relationships with clients and business stakeholders.
• Manage the client lifecycle administration process.
• Act as the main liaison between the client and investment team.
• Ensure all client lifecycle processes are followed.

Skills

Client Facing Experience

Knowledge of Client Lifecycle processes

Financial Services background

Education

Investment Operations Certificate qualification

Job description

Client Service Executive

Division: Rathbones Investment Management - Scotland and Ireland

Location: Glasgow

Contract: Permanent

Working pattern: Hybrid

In this rewarding, client‑facing role, you will be the main point of contact for all client lifecycle tasks and enquiries, managing these processes for your investment management team while ensuring high‑quality client service.

This position offers the chance to provide valuable support to the Investment Managers/ Directors and other key stakeholders during a period of significant change and transformation at Rathbones. You will have the autonomy to make this role your own and access opportunities for career advancement within the organisation's established career pathways. This role plays an important part in shaping the overall client experience, balancing process excellence with a genuine commitment to outstanding service.

What you’ll be responsible for

• Develop and maintain relationships with clients and business stakeholders, utilising knowledge of the business and client requirements to deliver the desired client outcomes.
• Manage the client lifecycle administration process to ensure a timely and efficient client experience.
• Take ownership and accountability for all client administration tasks. Act as the main liaison between the client, investment team, operations and other key stakeholders and ensure all parties are kept informed.
• Ensure all client lifecycle processes are followed and adhered to in accordance with the Operating Model (e.g. end‑to‑end management of account opening, on‑boarding and transfer processes; processing client payments and account amendments; supporting quarterly portfolio valuation processes) whilst all process enhancement suggestions are escalated accordingly.
• Understand client suitability requirements and support your investment team with regard to gathering the relevant information to support client suitability, producing client summaries/welcome letters.
• Act as the first point of contact for clients, assuming the role of the "go to" person for administration queries. This includes attending client meetings and leading discussions regarding client administration matters.
• Undertake more complex Client Lifecycle processes such as estate/deceased/probate.
• Work closely with the team and wider administration functions to develop and share best practice.

About you

If you meet some of these criteria and are excited about the role, we encourage you to apply

• Experience working within a similar role in Financial Services managing end‑to‑end administration processes (ideally within Investments)
• Demonstrates a broad understanding of Client Lifecycle processes (ideally within Investments)
• Client Facing Experience within a similar environment
• Broad understanding of Rathbones’ client Proposition Suite is desirable.
• Investment Operations Certificate qualification is desirable.

Our offer to you

• 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 × salary
• Income protection – 75% salary
• Company share scheme
• Flexible holidays – purchase up to 5 additional days
• Discretionary bonus
• 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

We’re a Level 1 Disability Confident employer 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. Find out more about the Government Scheme online.

If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at [e-mail]