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For Companies At a Glance
- Tasks: Manage client relationships and ensure a seamless service experience.
- Company: Join Rathbones, a leading wealth management firm with a supportive culture.
- Benefits: Enjoy hybrid working, career growth opportunities, and a competitive salary.
- Why this job: Make a real difference in clients' lives while developing your professional skills.
- Qualifications: Strong communication skills and a passion for client service.
- Other info: Be part of a dynamic team during an exciting transformation phase.
The predicted salary is between 36000 - 60000 £ per year.
At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most.
We’re proud to be one of the UK’s leading wealth managers, with over £109bn in assets under management and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.
About the Role
In this client-facing position, you will handle service and relationship management responsibilities. You will be the main point of contact for all client lifecycle tasks and inquiries, managing these processes for your investment management team while ensuring high-quality client service.
This position offers the chance to provide valuable support to the Senior Investment Director and other key stakeholders during a period of significant change and transformation at Rathbones. You will have the autonomy to make this role your own and access opportunities for career advancement within the organisation’s established career pathways.
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.
Client Service Executive in Edinburgh employer: Rathbone Brothers
Contact Detail:
Rathbone Brothers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Executive in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that Client Service Executive role.
✨Tip Number 2
Prepare for those interviews! Research Rathbones and understand their values and services. We want you to show how you can contribute to their mission of helping clients feel confident in their financial decisions.
✨Tip Number 3
Practice your communication skills. As a Client Service Executive, you’ll be the main point of contact for clients, so being clear and personable is key. We suggest doing mock interviews with friends or using online resources to sharpen your skills.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. We’re excited to see how you can make this role your own and contribute to the team at Rathbones.
We think you need these skills to ace Client Service Executive in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Service Executive role. Highlight relevant experience and skills that match the job description, especially in client relationship management and administration.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about wealth management and how you can contribute to our team. Be genuine and let your personality come through.
Showcase Your Communication Skills: As a Client Service Executive, communication is key. In your application, demonstrate your ability to convey information clearly and effectively. This could be through examples of past experiences or specific achievements.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, you’ll find all the details you need about the position there!
How to prepare for a job interview at Rathbone Brothers
✨Know Your Client Service Basics
Before the interview, brush up on the fundamentals of client service. Understand what it means to manage client relationships and how to handle inquiries effectively. This will help you demonstrate your knowledge and show that you're ready to take ownership of client administration tasks.
✨Research Rathbones
Take some time to learn about Rathbones and their approach to wealth management. Familiarise yourself with their values and recent developments in the company. This will not only help you answer questions more confidently but also allow you to ask insightful questions that show your genuine interest in the role.
✨Prepare for Scenario Questions
Expect to be asked about how you would handle specific client situations. Think of examples from your past experiences where you've successfully managed client relationships or resolved issues. Use the STAR method (Situation, Task, Action, Result) to structure your answers clearly and effectively.
✨Show Your Communication Skills
As a Client Service Executive, strong communication is key. Practice articulating your thoughts clearly and concisely. During the interview, make sure to listen actively and engage with the interviewer, showing that you can be the main point of contact for clients and stakeholders alike.
