Hybrid Client Lifecycle Lead – Wealth Management

Rathbone Brothers; Manchester; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Company pension

Private medical insurance

Life assurance

Company share scheme

Discretionary bonus

Flexible holidays

Green Car Scheme

Family friendly policies

Study support

Season travel ticket loans

Job summary

Rathbones, a leading UK wealth management firm in Manchester, seeks a Client Service Executive to handle client relationships and lifecycle administration in a hybrid role. You will be the go-to contact for client queries, coordinating with investment teams and operations to ensure smooth onboarding and ongoing services.

You will work within a centralized operating model while contributing to excellent client service, managing lifecycle processes, and delivering high standards of client care in

Qualifications

• Experience in financial services handling end-to-end administration.
• Proven ability to manage client relationships and lifecycle tasks.
• Knowledge of the regulatory environment.

Responsibilities

• Develop and maintain relationships with clients and stakeholders to deliver client outcomes.
• Manage client lifecycle administration for timely, efficient experiences.
• Act as main liaison between client, investment team and operations; keep parties informed.
• Ensure end-to-end onboarding, transfers, payments and amendments follow the operating model.
• Support estate/deceased/probate processes and understand Rathbones products & services.

Skills

Relationship building

Client lifecycle management

Regulatory knowledge

Communication skills

Team collaboration

Education

GCSE English & Maths (A-C)

Tools

CRM software

Job description

Rathbones, a leading UK wealth management firm in Manchester, seeks a Client Service Executive to handle client relationships and lifecycle administration in a hybrid role. You will be the go-to contact for client queries, coordinating with investment teams and operations to ensure smooth onboarding and ongoing services.

You will work within a centralized operating model while contributing to excellent client service, managing lifecycle processes, and delivering high standards of client care in