At a Glance
- Tasks: Support clients with admin tasks and ensure smooth operations for an excellent experience.
- Company: Join a leading wealth management firm with a focus on client care.
- Benefits: Permanent role with opportunities for growth and skill development.
- Other info: Dynamic team environment with chances to suggest improvements and share best practices.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: GCSEs in English and Maths, plus a passion for administration.
The predicted salary is between 25000 - 32000 £ per year.
Department: Wealth Management Client Care
Location: Guildford, GB, GU1 3DA; London, GB, EC2V 7QN
Date: 2 Apr 2026
Contract: Permanent
About the Role
Provides comprehensive administrative and client life cycle processing support to ensure effective and efficient operations to deliver excellent client experience. This is a client facing role and is an entry level role for Client Service. The role holder will be part of a team that’s run by a central group but works day‑to‑day in the local office.
What you will be responsible for:
- 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 the investigation and resolution of client queries, referring investment related queries to team members.
- Communicates with clients as required, giving accurate and up to date information whilst working within information giving limitations.
- Manages mass mailing communications processes, ensuring that correspondence is updated as required.
- Creates and amends presentations or literature for client meetings.
- Maintains team diaries, arranging meetings and organising travel.
- Manages and files correspondence and records in a timely manner ensuring that all client correspondence is saved, filed and archived accordingly to client files.
- Contributes to Client Service meetings, suggesting improvements to procedures.
- Shares best working practice with other Client Service staff.
- Office duties to include covering phones.
About you
If you meet some of these criteria and are excited about the role, we encourage you to apply.
- Some knowledge of the regulatory environment in which we operate is advantageous.
- Awareness of the products and services Rathbones provide.
- Demonstrable interest in administration career and has evidence of proactively developing self.
- Experience working in a similar role in Financial services is advantageous.
- Grade A-C at GCSE or equivalent in English and Maths.
Client Service Administrator in Guildford employer: Rathbone Brothers
Rathbone Brothers is an excellent employer, offering a dynamic work environment that fosters innovation and collaboration. With a strong commitment to employee development, you will have access to continuous learning opportunities and the chance to work on impactful projects within the SAP SuccessFactors suite. Located in a vibrant area, our hybrid work model promotes a healthy work-life balance, making it an ideal place for professionals seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Administrator in Guildford
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend local events, and connect with potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to client service. We recommend role-playing with a friend or using online resources to get comfortable with your responses. Confidence is key!
✨Tip Number 3
Showcase your skills! Bring along examples of your work or create a portfolio that highlights your administrative abilities and any relevant projects. This will help you stand out and demonstrate your proactive approach.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at StudySmarter.
We think you need these skills to ace Client Service Administrator in Guildford
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Service Administrator role. Highlight any relevant experience in administration and client service, and don’t forget to mention your interest in the financial services sector!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about this role and how your skills align with what we’re looking for. Keep it concise but engaging!
Showcase Your Attention to Detail:Since this role involves managing client admin tasks, it’s crucial to demonstrate your attention to detail. Mention any experiences where you’ve successfully managed data accuracy or handled client queries effectively.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Rathbone Brothers
✨Know Your Stuff
Make sure you understand the basics of wealth management and the services offered by the company. Brush up on any relevant regulations and products they provide. This will show that you're genuinely interested in the role and ready to hit the ground running.
✨Showcase Your Admin Skills
Since this role is all about client administration, be prepared to discuss your organisational skills. Bring examples of how you've managed tasks like scheduling meetings or handling client queries in the past. Highlight your attention to detail and ability to maintain data accuracy.
✨Practice Your Communication
As a client-facing role, effective communication is key. Practice explaining complex information in simple terms. You might even want to role-play common client scenarios with a friend to build your confidence in handling queries and providing updates.
✨Be Ready to Suggest Improvements
The job description mentions contributing to Client Service meetings and suggesting improvements. Think about any ideas you have for enhancing processes or client experiences. This shows initiative and a proactive mindset, which are qualities they’ll appreciate.
