Rathbones Private Office in London seeks a Client Service Executive to lead client lifecycle tasks, manage relationships, and coordinate with investment and operations teams. You will act as the go-to administrator for client inquiries, ensuring accurate, timely processing and strong client outcomes.
The role focuses on end-to-end client lifecycle management, onboarding, and ongoing administration while aligning with regulatory standards and group processes. Ideally, 4+ days in office per week.
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Private Office Client Experience Lead employer: Rathbone Brothers
Rathbone Brothers in Sheffield is an exceptional employer, offering a dynamic work environment where you can develop your skills in wealth management while receiving comprehensive training and support. With a strong focus on employee growth, you will have access to professional qualifications and hands-on experience in client services, compliance, and investment strategies, all within a collaborative culture that values high-quality client experiences.
