Client Service Executive

Rathbones; Glasgow; On-site; GBP 100,000 - 125,000; Full time

Job summary

A financial services firm in Glasgow is seeking a Client Service Executive to be the primary contact for client inquiries and manage the client lifecycle processes. The successful candidate will develop strong client relationships and ensure excellent service. Qualifications include experience in financial services and a solid understanding of regulatory environments. The firm promotes a diverse and inclusive workplace that values integrity and client service.

Qualifications

• Knowledge of regulatory environment in which we operate.
• Understanding of the products and services provided.
• Experience working in a similar role in Financial Services managing end-to-end administration processes.
• Experience managing administrative staff is desirable.
• Client Facing Experience is desirable.

Responsibilities

• Acts as the primary point of contact for client enquiries.
• Manages client lifecycle processes and oversees operations for the investment management team.
• Develops and maintains relationships with clients and stakeholders.

Skills

Customer Service

Communication

Data Entry

Electro Mechanical

Commerce

ABAP

Education

Grades A-C at GCSE or equivalent in English and Maths

Job description

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

Role

Client Service Executive – Glasgow – Perm – Full Time – Vacancy: 1

The Role

Acts as the primary point of contact for client enquiries. Manages all client lifecycle processes and oversees the operating model for their respective investment management team whilst delivering and contributing to excellent client service.

Outcomes of the Role

• 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, your 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 RIM Operating Model (e.g. end-to-end management of account opening onboarding 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 (e.g. ATRQ Financial Questionnaires) producing client summaries / welcome letters.
• Work closely with the team and wider administration functions to develop and share best practice.
• 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.

Knowledge & Experience

• Knowledge of regulatory environment in which we operate.
• Understanding of the products and services we provide.
• Experience working in a similar role in Financial Services managing end-to-end administration processes.
• Experience managing administrative staff (desirable).
• Client Facing Experience (desirable).
• Grades A-C at GCSE or equivalent in English and Maths.

Life at Rathbones

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 those that are passionate about client service operate with the highest levels of integrity and have a strong results focus.

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 require adjustments to apply for a role at Rathbones please contact us via to let us know what adjustments you may need.

Key Skills

• Electro Mechanical
• Data Entry
• Customer Service
• Commerce
• Communication
• ABAP