Client Service Executive

Rathbone Brothers; Greater London; Hybrid; GBP 40,000 - 65,000; Full time

Benefits offered by this job

Company pension

Private medical insurance

Life assurance

Company share scheme

Discretionary bonus

Flexible holidays

Green Car Scheme

Study support

Season travel ticket loans

Other voluntary benefits

Job summary

Rathbones Private Office in London seeks a Client Service Executive to lead client lifecycle tasks, manage relationships, and coordinate with investment and operations teams. You will act as the go-to administrator for client inquiries, ensuring accurate, timely processing and strong client outcomes.

The role focuses on end-to-end client lifecycle management, onboarding, and ongoing administration while aligning with regulatory standards and group processes. Ideally, 4+ days in office per week.

Qualifications

• Experience in financial services or wealth management admin.
• Understanding of client lifecycle processes and documentation.
• Familiarity with regulatory environment and compliance standards.

Responsibilities

• Develop and maintain relationships with clients and stakeholders to deliver required outcomes.
• Manage client lifecycle administration for timely, efficient experiences.
• Serve as main liaison between client, investment team, operations and other stakeholders.
• Ensure end-to-end account opening, onboarding and transfers follow operating model guidelines.
• Gather information for client suitability and prepare client summaries/welcome letters.
• Attend client meetings and lead discussions on administration matters.
• Handle complex lifecycle processes including estate/probate matters.

Skills

Client relationships

Attention to detail

Regulatory knowledge

Administration

Lifecycle management

Education

GCSE English & Maths

Job description

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At Rathbones, our purpose is to help more people invest their money well, so they can live well.

We are one of the UK’s leading providers of wealth management, investment management, financial planning and asset management services. We work with individuals and families, charities, trustees, financial advisers and other professional partners to help them make confident decisions about money and investments.

Our advisers take the time to understand each client’s goals, values and circumstances. Together, we create a personalised approach designed to manage, preserve and grow their wealth over the long term.

Our services include discretionary investment management, financial planning, fund and asset management, tax planning, trust and company management, and specialist responsible investment services through Rathbone Greenbank Investments. We also work with financial advisers to help them deliver positive outcomes for their clients.

With roots dating back to 1742, Rathbones has been trusted for generations. Today, we manage £120.7 billion of client assets*, supported by more than 700 investment professionals across 21 offices in the UK and Channel Islands.

Rathbones Group Plc is a FTSE 250-listed company.

*Figures as at 30 June 2026.

Role Title: Client Service ExecutiveDivision: Private OfficeLocation: LondonContract: PermanentHiring Manager: Head of Advice - Rathbones Private OfficeWorking pattern: Ideally 4+ days in office per week

About the Role

Client facing role with responsibility for service and relationship management. Lead contact for all Client Lifecycle tasks and queries. Manages all client lifecycle processes and oversees the operating model for their respective Financial Planning team whilst delivering and contributing to excellent client service. The role holder will work within a model which is managed centrally and embedded locally.

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. Follows group wide processes to meet KPI benchmarks.
• 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.
• 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.
• Undertakes more complex Client Lifecycle processes such as estate/deceased/probate.
• Demonstrates a broad understanding of Client Lifecycle processes and Rathbones Products & Services.

About you

• Good attention to detail, enthusiastic and good work ethic.
• Ambition to pursue relevant professional qualifications and progress within the firm.
• 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.
• Grades A-C at GCSE or equivalent in English and Maths.
• Broad understanding of Proposition Suite.

Our offer to you

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
• 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
• 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.These include:

• Sports & Social Committees, such as 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.

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.

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. Find out more about the Government Scheme online, click here . If you require adjustments to apply for a role at Rathbones, please contact us via [e-mail] to let us know what adjustments you may need.

Mission

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.

• 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.

We will close this advert once we have received enough applications for the next stage.