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.
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Wealth Management Client Care Specialist 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.