Client Services Associate: Administration & Onboarding

Rathbones; Guildford; On-site; GBP 23,000 - 29,000; Full time

Job summary

Rathbones in Guildford is seeking a Client Service Administrator to provide essential administrative and client life cycle support in a client-facing, entry-level role. You will work within a central team but handle day-to-day tasks in the local office.

You will manage onboarding, transfers, payments, account updates and correspondence with accuracy, assist with meetings, travel, and prepare packs, while developing a solid understanding of Rathbones products and regulatory context.

Qualifications

• Knowledge of regulatory environment advantageous.
• Awareness of Rathbones products and services.
• Interest in an administration career with proactive self-development.
• Experience in a similar financial services role advantageous.
• GCSE English and Maths (A-C) required or equivalent.

Responsibilities

• Efficiently manages client admin tasks with a focus on data accuracy, including onboarding, transfers, payments, account updates, closures and estate administration.
• Provides operational support such as booking meeting rooms, processing expenses and preparing meeting packs and correspondence.
• Assists with investigation and resolution of client queries, referring investment related queries to team members.
• Communicates with clients, giving accurate information while working within information limitations.
• Manages mass mailing communications, ensuring correspondence is updated.
• Creates and amends presentations or literature for client meetings.
• Maintains team diaries, arranging meetings and travel.
• Files correspondence and records promptly and archive client files accordingly.
• Contributes to Client Service meetings, suggesting procedural improvements
• Shares best practices with Client Service staff.
• Covers phones as part of office duties.

Skills

Regulatory awareness

Product/service knowledge

Administration interest

Financial services experience

Education

GCSE English & Maths

Job description

Rathbones in Guildford is seeking a Client Service Administrator to provide essential administrative and client life cycle support in a client-facing, entry-level role. You will work within a central team but handle day-to-day tasks in the local office.

You will manage onboarding, transfers, payments, account updates and correspondence with accuracy, assist with meetings, travel, and prepare packs, while developing a solid understanding of Rathbones products and regulatory context.