Client Service Executive

Rathbones Plc; Greater London; Hybrid; GBP 28,000 - 38,000; Full time

Job summary

Rathbones Plc is seeking a Client Service Executive in London on a hybrid FTC. You will be the front line for client lifecycle tasks, coordinating between clients, investment teams and operations to deliver excellent service.

Key duties include managing end-to-end administration, onboarding, transfers, and client suitability information, while building strong relationships with stakeholders and contributing to process improvements.

Qualifications

• Experience in a similar role within financial services managing end-to-end administration.
• Client facing experience is desirable.
• Knowledge of regulatory environment and Rathbones products is advantageous.

Responsibilities

• Develop and maintain relationships with clients and stakeholders to deliver desired outcomes.
• Manage client lifecycle administration for timely and efficient client experiences.
• Act as main liaison between client, investment team, operations and other stakeholders.
• Follow Operating Model for end-to-end account opening, onboarding and transfers; process payments and amendments.
• Support client suitability gathering and produce client summaries/welcome letters.
• Collaborate with team to share best practices and lead administration discussions.
• Attend client meetings as the go-to contact for administration matters.
• Handle complex client lifecycle processes such as estate/deceased/probate.
• Demonstrate understanding of Rathbones Products & Services.

Skills

Client facing

Relationship management

Stakeholder management

Administration

Communication

Education

GCSE English & Maths (A-C)

Job description

Company description:A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business.Job description:Role Title: Client Service ExecutiveDivision: Wealth Management Client CareLocation: LondonContract: FTCWorking pattern: Hybrid

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 investment management 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 youll 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

Experience working in a similar role in Financial Services managing end-to-end administration processes. Client Facing Experience (desirable). Investment Operations Certificate qualification (desirable) Progression from CSA role or equivalent external experience. Grades A-C at GCSE or equivalent in English and Maths. Broad understanding of Proposition Suite. Knowledge of regulatory environment in which we operate. Understanding of the products and services we provide.

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