Wealth Client Services Specialist

Rathbones Group; City Of London; Hybrid; GBP 23,000 - 32,000; Full time

Benefits offered by this job

Company pension

Private medical insurance

Life assurance

Income protection

Company share scheme

Discretionary bonus

Flexible holidays

Study support

Season travel ticket loans

Volunteering days

Gym discounts

Job summary

Rathbones Group in London seeks a Client Service Administrator to provide comprehensive administrative and client lifecycle support in a hybrid, permanent role. You will help ensure a smooth client experience, manage onboarding, transfers, payments, and correspondence, and support the team with meetings, travel, and reporting.

This entry-level role offers exposure to wealth management operations, data accuracy, and client communication within a collaborative office environment.

Qualifications

• Knowledge of the regulatory environment is advantageous.
• Awareness of Rathbones products and services.
• Demonstrated interest in an administration career with evidence of proactive self development.
• Experience in a similar role in Financial Services is advantageous.
• GCSE English and Maths at grade A-C or equivalent.

Responsibilities

• Efficiently manages client admin tasks with a focus on data accuracy, including onboarding, transfers, payments, account updates, closures and estate administration.
• Provides operational support such as booking meeting rooms, processing expenses and preparing meeting packs and correspondence.
• Assists with investigation and resolution of client queries, referring investment related queries to team members.
• Communicates with clients, providing accurate information within information-giving limits.
• Manages mass mailing communications processes, ensuring correspondence is updated as required.
• Creates and amends presentations or literature for client meetings.
• Maintains team diaries, arranging meetings and organising travel.
• Files correspondence and records in a timely manner, saving, filing and archiving client files.
• Contributes to Client Service meetings, suggesting improvements to procedures.
• Shares best practice with other Client Service staff.
• Covers phones as part of office duties.

Skills

Regulatory knowledge

Product awareness

Administration interest

Finance experience

Education

GCSE English & Maths

Job description

Rathbones Group in London seeks a Client Service Administrator to provide comprehensive administrative and client lifecycle support in a hybrid, permanent role. You will help ensure a smooth client experience, manage onboarding, transfers, payments, and correspondence, and support the team with meetings, travel, and reporting.

This entry-level role offers exposure to wealth management operations, data accuracy, and client communication within a collaborative office environment.