Client Service Executive

Rathbones; Manchester; On-site; GBP 32,000 - 42,000; Full time

Job summary

Rathbones in Manchester seeks a client lifecycle professional to manage relationships and end-to-end administration across client onboarding, transfers and valuations. You will lead as the go-to contact for administration queries, coordinate with investment, operations and other stakeholders, and ensure regulatory and policy adherence.

The role emphasizes estate/deceased/probate handling and a strong understanding of Rathbones products and services. Previous CSA-style progression is advantageous.

Qualifications

• Knowledge of regulatory environment in which Rathbones operates.
• Understanding of Rathbones products and services.
• Experience working in a similar role in Financial Services managing end-to-end administration processes.
• Progression from CSA role or equivalent external experience.
• Grades A-C at GCSE or equivalent in English and Maths.
• Broad understanding of Proposition Suite.

Responsibilities

• Develop and maintain relationships with clients and business stakeholders to deliver desired client outcomes.
• Manage the client lifecycle administration process for a timely, efficient experience.
• Act as main liaison between client, investment team, operations and stakeholders, keeping all informed.
• Ensure client lifecycle processes follow Operating Model and KPI benchmarks; support account opening, onboarding and transfers.
• Gather information to support client suitability and produce client summaries/welcome letters.
• Collaborate with team and administration functions to share best practice.
• Be first point of contact for clients, attend meetings and lead discussions on administration matters.
• Handle more complex Client Lifecycle tasks such as estate/deceased/probate.
• Demonstrate an understanding of Client Lifecycle processes and Rathbones products & services.

Skills

Regulatory knowledge

Relationship management

Financial services experience

End-to-end administration

Stakeholder coordination

Communication skills

Education

GCSE English & Maths (A-C)

Job description

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 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

• 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.


• Progression from CSA role or equivalent external experience.


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


• Broad understanding of Proposition Suite.