Wealth Client Services Administrator - Hybrid

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

Job summary

Rathbone Brothers in London is seeking a Client Service Administrator to provide administrative and client life cycle processing support in a hybrid setup. You will be part of the Wealth Management Client Care division and work closely with the local office to deliver an excellent client experience.

This entry level role focuses on onboarding, transfers, payments, and record-keeping, with opportunities to develop expertise in financial services and client relations.

Qualifications

• GCSE English and Maths at grade A–C or equivalent.
• Strong data entry and record-keeping skills.
• Interest in administration and proactive learning.

Responsibilities

• Manage client admin tasks with focus on data accuracy (onboarding, transfers, payments, updates).
• Organise meetings, prepare packs and correspondence, and book rooms.
• Assist with client queries and route investment questions to specialists.
• Handle mailings, maintain diaries, arrange travel, and file client records.
• Support client service meetings and share best practices.
• Office duties including answering phones.

Skills

Administrative support

Data accuracy

Client communication

Record keeping

Meeting coordination

Office duties

Education

GCSE English & Maths

Tools

MS Office

Job description

Rathbone Brothers in London is seeking a Client Service Administrator to provide administrative and client life cycle processing support in a hybrid setup. You will be part of the Wealth Management Client Care division and work closely with the local office to deliver an excellent client experience.

This entry level role focuses on onboarding, transfers, payments, and record-keeping, with opportunities to develop expertise in financial services and client relations.