Client Services Advisor — Financial Admin & Support

Rathbones Group Plc; Guildford; On-site; GBP 21,000 - 28,000; Full time

Benefits offered by this job

Company pension

Private medical insurance

Life assurance

Income protection

Share scheme

Discretionary bonus

Flexible holidays

Green Car Scheme

Family friendly policies

Study support

Travel loan

Volunteering days

Gym discounts

Other benefits

Job summary

Rathbones Group Plc in Guildford is seeking a Client Service Administrator to join a central team operating locally in the Guildford office. This entry-level, client-facing role focuses on accurate client administration and efficient operations to deliver an excellent client experience.

You will support onboarding, transfers, payments, and estate administration while handling queries and assisting with meeting preparation and travel arrangements.

Qualifications

• Some knowledge of the regulatory environment in which we operate.
• Awareness of Rathbones products and services.
• Demonstrates proactive self-development for an administration career.
• Experience in financial services is advantageous.
• GCSE English and Maths at grade A-C or equivalent.

Responsibilities

• Manages client admin tasks with data accuracy: onboarding, transfers, payments, account updates, closures, estate administration.
• Provides operational support such as booking meeting rooms, processing expenses and preparing meeting packs.
• Assists with handling client queries and referring investment questions to team members.
• Communicates with clients with up-to-date information within allowed limits.
• Manages mass mailing communications and ensures updated correspondence.
• Creates and amends presentations or literature for client meetings.
• Maintains team diaries, schedules meetings and travel arrangements.
• Organises and files client correspondence, ensuring proper archiving.
• Contributes to Client Service meetings and shares best practices.
• Supports office duties including answering phones.

Skills

Regulatory environment awareness

Product knowledge

Administration career interest

Financial services experience (adv)

Proactive self-development

Education

GCSE English & Maths (A-C)

Job description

Rathbones Group Plc in Guildford is seeking a Client Service Administrator to join a central team operating locally in the Guildford office. This entry-level, client-facing role focuses on accurate client administration and efficient operations to deliver an excellent client experience.

You will support onboarding, transfers, payments, and estate administration while handling queries and assisting with meeting preparation and travel arrangements.