Client Service Executive

Rathbones; Greater London; On-site; GBP 70,000 - 100,000; Full time

Job summary

Rathbones is seeking Head of Advice for its Private Office in London. The role focuses on client-facing service and relationship management, leading client lifecycle tasks, and ensuring an excellent client experience within a centrally managed operating model.

The role requires strong attention to detail, regulatory awareness, and a track record in financial services client administration. Ideal for someone pursuing professional qualifications and aiming to progress within the firm.

Qualifications

• Experience in client lifecycle administration and end-to-end administration processes in financial services.
• Interest in pursuing relevant professional qualifications within the firm.
• Knowledge of regulatory environment affecting private client services.

Responsibilities

• Develop and maintain relationships with clients and business stakeholders to deliver client outcomes.
• Manage client lifecycle administration for timely, efficient client experiences.
• Act as main liaison between client, investment team, operations and other stakeholders.
• Ensure adherence to Operating Model across onboarding, transfers, payments, and valuations.
• Support client suitability gathering and preparation of client summaries/welcome letters.
• Collaborate with team to share best practices in client administration.
• Attend client meetings and lead discussions on administration matters.
• Handle complex client lifecycle tasks such as estate/deceased/probate.

Skills

Client relationships

Relationship management

Regulatory knowledge

Attention to detail

Professional qualifications

Financial services experience

GCSE English/Maths

Education

GCSE English

GCSE Maths

Job description

Hiring Manager: Head of Advice - Rathbones Private Office

Working 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.