Client Services Executive

Rathbone Brothers; Greater London; Hybrid; GBP 38,000 - 62,000; Full time

Job summary

Rathbone Brothers in London is seeking a Client Service Executive for the Wealth Management Client Care team. This client facing role manages the client lifecycle tasks, coordinating with investment teams, operations and other stakeholders to deliver excellent service in a hybrid setting.

The role emphasises onboarding, ongoing administration and handling client queries, with governance and suitability considerations central to daily activity.

Qualifications

• Experience in financial services managing end-to-end administration is preferred.
• Knowledge of regulatory environment and governance.
• Ability to manage client lifecycles and onboarding processes.

Responsibilities

• Develop and maintain relationships with clients and stakeholders to deliver the desired outcomes.
• Manage client lifecycle administration for timely, efficient experiences.
• Act as main liaison between client, investment team, operations and other stakeholders.

Skills

Relationship management

Client service

Stakeholder coordination

Regulatory knowledge

Education

GCSE English & Maths (A-C)

Job description

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Department: Wealth Management Client Care

Job Category: Front Office

Location: London, GB, EC2V 7QN

Date: 16 Oct 2026

Role Title: Client Service Executive

Division: Wealth Management Client Care

Location: London

Contract: FTC

Working pattern: Hybrid

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.