Client Service Executive

Rathbones Plc; Greater London; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A global wealth management firm in Greater London seeks a Client Service Support role to assist Relationship Managers in maintaining client accounts, preparing documentation, and ensuring KYC compliance. The position offers hybrid working, a competitive salary, and extensive benefits, fostering a culture of continuous improvement and development. Ideal candidates will have strong communication skills and relevant experience in client services or banking support.

Benefits

Hybrid working

Competitive salary

Non-contributory pension

30 days’ holiday

Life assurance and healthcare

Flexible benefits

Qualifications

• Relevant industry experience in client services or private banking support.
• Ability to work in a hybrid environment.

Responsibilities

• Prepare client meeting documentation and pitches.
• Manage account opening processes in compliance with KYC.
• Support Relationship Managers with client reviews.

Skills

Interpersonal skills

Communication skills

Process improvement

Excel proficiency

Education

Bachelor's degree or equivalent experience

Job description

Deutsche Bank Wealth Management is one of the largest wealth managers worldwide. We offer a broad range of traditional and alternative investment solutions, and comprehensive client advice on all aspects of wealth management. You will support Relationship Managers and Investment Managers in day‑to‑day servicing of clients, handle general enquiries, process transactions, manage accounts, and provide all‑round operational support across booking centres.

Responsibilities

• Assist in the preparation of client meeting documentation, including new pitches, presentations, and bespoke reporting.
• Contribute to the growth of the business in cooperation with RMs in prospect and pipeline management.
• Manage the start‑to‑finish process of opening accounts, ensuring that correct documentation is obtained from clients and RMs in line with KYC requirements.
• Work closely with RMs to provide and maintain periodic client reviews in line with KYC policies.
• Process and follow up to completion of all client payment instructions.
• Exhibit excellent interpersonal and communication skills, both written and verbal, with a positive approach.
• Eager to improve processes, with a continuous‑improvement mindset.
• Hold a bachelor’s degree level education or equivalent qualification or relevant work experience.
• Possess relevant industry experience in client services or private banking support within private client wealth management.
• Be proficient in Excel.

Benefits

• Hybrid working – eligible employees can work remotely for part of their working day and adopt a flexible pattern that suits them.
• Competitive salary and non‑contributory pension.
• 30 days’ holiday plus bank holidays, with an option to purchase additional days.
• Life assurance and private healthcare for you and your family.
• Flexible benefits including retail discounts, Bike4Work scheme, and gym benefits.
• Opportunity to support a wide‑ranging CSR programme and 2 days’ volunteering leave per year.
• Training and development to help you excel in your career.
• Coaching and support from experts within your team.
• A culture of continuous learning to aid progression.
• A range of flexible benefits you can tailor to suit your needs.
• We value diversity and, as an equal‑opportunity employer, make reasonable adjustments for those with a disability, such as assistive equipment.

Equal Opportunity Statement

Deutsche Bank is an equal‑opportunity employer. If you have a disability, health condition, or require any adjustments during the application process, please contact our Adjustments Concierge at [e-mail] to discuss how we can best support you.