Client Services Executive

Rathbones; Greater London; Presencial; GBP 38.000 - 52.000; Jornada completa

Descripción de la vacante

Rathbones is seeking a client-facing professional to lead on service and relationship management within a centralized operating model. You will own end-to-end client lifecycle processes, liaise with the investment team, operations and other stakeholders, and ensure a high standard of client service.

The role requires experience in financial services, understanding of regulatory requirements, and the ability to manage complex administration tasks including estate matters.

Formación

• Experience in managing end-to-end client administration in financial services.
• Knowledge of regulatory environment relevant to investment management.
• Experience in client lifecycle processes and handling client inquiries.
• GCSE English and Maths grades A-C are expected.

Responsabilidades

• Develop and maintain relationships with clients and business stakeholders to deliver desired outcomes.
• Manage client lifecycle administration for timely, efficient experience.
• Act as liaison between client, investment team, operations and other stakeholders.
• Ensure client lifecycle processes follow operating model and KPI benchmarks.
• Gather information to support client suitability and produce client summaries/welcome letters.
• Attend client meetings and lead discussions on administration matters.
• Handle complex client lifecycle tasks such as estate/probate where needed.

Conocimientos

Client relationship

Client lifecycle

Stakeholder engagement

Regulatory knowledge

Financial services experience

Educación

GCSE English & Maths

Descripción del empleo

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.