Wealth Management Client Care Specialist

Rathbone Brothers; Greater London; Hybrid; GBP 38,000 - 62,000; Full time

Job summary

Rathbone Brothers in London is seeking a Client Service Executive for the Wealth Management Client Care team. This client facing role manages the client lifecycle tasks, coordinating with investment teams, operations and other stakeholders to deliver excellent service in a hybrid setting.

The role emphasises onboarding, ongoing administration and handling client queries, with governance and suitability considerations central to daily activity.

Qualifications

• Experience in financial services managing end-to-end administration is preferred.
• Knowledge of regulatory environment and governance.
• Ability to manage client lifecycles and onboarding processes.

Responsibilities

• Develop and maintain relationships with clients and stakeholders to deliver the desired outcomes.
• Manage client lifecycle administration for timely, efficient experiences.
• Act as main liaison between client, investment team, operations and other stakeholders.

Skills

Relationship management

Client service

Stakeholder coordination

Regulatory knowledge

Education

GCSE English & Maths (A-C)

Job description

Rathbone Brothers in London is seeking a Client Service Executive for the Wealth Management Client Care team. This client facing role manages the client lifecycle tasks, coordinating with investment teams, operations and other stakeholders to deliver excellent service in a hybrid setting.

The role emphasises onboarding, ongoing administration and handling client queries, with governance and suitability considerations central to daily activity.