At a Glance
- Tasks: Build strong client relationships and manage their lifecycle with a focus on excellent service.
- Company: Join Rathbones, a rewarding workplace dedicated to investing in your future.
- Benefits: Enjoy a hybrid work model, career progression, and the chance to share in our success.
- Other info: Dynamic environment with opportunities for professional growth and development.
- Why this job: Be the go-to person for clients and make a real impact in financial services.
- Qualifications: GCSEs in English and Maths, plus experience in client-facing roles preferred.
The predicted salary is between 27000 - 33000 £ per year.
A rewarding place to work. At Rathbones, we invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business.
Client facing role with responsibility for service and relationship management. Lead contact for all Client Lifecycle tasks and queries. Manages all client lifecycle processes and oversees the operating model for their respective investment management team whilst delivering and contributing to excellent client service. The role holder will work within a model which is managed centrally and embedded locally.
What you'll be responsible for:
- Develop and maintain relationships with clients and business stakeholders, utilising knowledge of the business and client requirements to deliver the desired client outcomes.
- Manage the client lifecycle administration process to ensure a timely and efficient client experience.
- Take ownership and accountability for all client administration tasks.
- Act as the main liaison between the client, investment team, operations and other key stakeholders and ensure all parties are kept informed.
- Ensure all client lifecycle processes are followed and adhered to in accordance with the Operating Model (e.g. end-to-end management of account opening, on-boarding and transfer processes; processing client payments and account amendments; supporting quarterly portfolio valuation processes) whilst all process enhancement suggestions are escalated accordingly.
- Follow group wide processes to meet KPI benchmarks.
- Understand client suitability requirements and support your investment team with regard to gathering the relevant information to support client suitability, producing client summaries/welcome letters.
- Work closely with the team and wider administration functions to develop and share best practice.
- Act as the first point of contact for clients, assuming the role of the go-to person for administration queries. This includes attending client meetings and leading discussions regarding client administration matters.
- Undertake more complex Client Lifecycle processes such as estate/deceased/probate.
- Demonstrate a broad understanding of Client Lifecycle processes and Rathbones Products & Services.
About you:
- Knowledge of regulatory environment in which we operate.
- Understanding of the products and services we provide.
- Experience working in a similar role in Financial Services managing end-to-end administration processes.
- Client Facing Experience (desirable).
- Investment Operations Certificate qualification (desirable).
- Progression from CSA role or equivalent external experience.
- Grades A-C at GCSE or equivalent in English and Maths.
- Broad understanding of Proposition Suite.
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