Strategic Client Services Lead - Wealth (12M FTC)

Rathbone Brothers Plc; Hartford; On-site; GBP 35,000 - 45,000; Full time

Job summary

A leading wealth management firm is seeking a Strategic Client Services Lead to manage client enquiries, oversee lifecycle processes, and support investment managers. The ideal candidate should have knowledge of financial services, strong communication skills, and prior experience in administration. This permanent role offers a competitive salary and a comprehensive remuneration package including a pension scheme and flexible holidays.

Benefits

Comprehensive remuneration package

Pension scheme

Flexible holidays

Qualifications

• Strong understanding of financial services is essential.
• Excellent communication skills are necessary for client interaction.
• Experience in administrative roles is preferred.

Responsibilities

• Manage client enquiries effectively.
• Oversee lifecycle processes for client management.
• Support investment managers with their tasks.

Skills

Knowledge of financial services

Strong communication skills

Administration experience

Job description

Strategic Client Services Lead - Wealth (12M FTC)

Posted: 01/12/25

Recruiter: Rathbone Brothers

Reference: 3037817106

Type: Permanent

Salary: £35,000 - £45,000 Annual

Location: Cambridge, Cambridgeshire

Description: A leading wealth management firm in Cambridge is seeking a Client Service Executive. You will manage client enquiries, oversee lifecycle processes, and support our investment managers. The ideal candidate has knowledge of the financial services, strong communication skills, and experience in administration. This role offers a comprehensive remuneration package, including a pension scheme and flexible holidays.