Private Office Client Experience Lead

Rathbone Brothers; Greater London; Hybrid; GBP 40,000 - 65,000; Full time

Benefits offered by this job

Company pension

Private medical insurance

Life assurance

Company share scheme

Discretionary bonus

Flexible holidays

Green Car Scheme

Study support

Season travel ticket loans

Other voluntary benefits

Job summary

Rathbones Private Office in London seeks a Client Service Executive to lead client lifecycle tasks, manage relationships, and coordinate with investment and operations teams. You will act as the go-to administrator for client inquiries, ensuring accurate, timely processing and strong client outcomes.

The role focuses on end-to-end client lifecycle management, onboarding, and ongoing administration while aligning with regulatory standards and group processes. Ideally, 4+ days in office per week.

Qualifications

• Experience in financial services or wealth management admin.
• Understanding of client lifecycle processes and documentation.
• Familiarity with regulatory environment and compliance standards.

Responsibilities

• Develop and maintain relationships with clients and stakeholders to deliver required outcomes.
• Manage client lifecycle administration for timely, efficient experiences.
• Serve as main liaison between client, investment team, operations and other stakeholders.
• Ensure end-to-end account opening, onboarding and transfers follow operating model guidelines.
• Gather information for client suitability and prepare client summaries/welcome letters.
• Attend client meetings and lead discussions on administration matters.
• Handle complex lifecycle processes including estate/probate matters.

Skills

Client relationships

Attention to detail

Regulatory knowledge

Administration

Lifecycle management

Education

GCSE English & Maths

Job description

Rathbones Private Office in London seeks a Client Service Executive to lead client lifecycle tasks, manage relationships, and coordinate with investment and operations teams. You will act as the go-to administrator for client inquiries, ensuring accurate, timely processing and strong client outcomes.

The role focuses on end-to-end client lifecycle management, onboarding, and ongoing administration while aligning with regulatory standards and group processes. Ideally, 4+ days in office per week.