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For Companies At a Glance
- Tasks: Coordinate client services and ensure top-notch support for financial planning.
- Company: Join Rathbones, a rewarding workplace focused on investing in your future.
- Benefits: Enjoy a hybrid work model, career progression, and a supportive team environment.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Strong communication skills and attention to detail; experience in financial services is a plus.
- Other info: Dynamic role with opportunities for training and collaboration across teams.
The predicted salary is between 30000 - 40000 £ 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.
About the Role
To coordinate and ensure that excellent continuity and completeness of service promised to each client is provided in the local office working as part of the client team. Ensuring that all work agreed with a client is delivered and accounted for correctly.
What you'll be responsible for:
- As requested by your Financial Planner, to proactively engage with clients to help them get up to date with matters in hand (within MiFID II procedures).
- Assist with the preparation of outstanding financial advice on investments, pension planning, inheritance tax and estate planning, in an efficient manner.
- To remind FPs and schedule Annual Reviews as they fall due.
- To coordinate work with FPs, PPs and others in the delivery of service to clients.
- Effective management of workloads.
- Provision of administrative support to Financial Planners.
- Maintain client records and internal CRM systems in accordance with the firm's procedures.
- Follow all regulatory requirements including internal procedures and training for AML, complaints and MiFID II.
- Process new business applications and supporting documentation accurately ensuring feedback is given to clients, Financial Planners plus timescales are met.
- Support relationships with FPs, Clients, external providers and all other stakeholders.
- Keep up with and participate in regular Model Office team communications and meetings and complete your actions in a timely manner.
- Provide support, guidance and training to other team members.
- Keep up to date with changes in procedures and follow them at all times.
- Other duties as directed by the department/line manager.
- Provide similar support to other offices or teams when cover is required as decided by line manager.
About you
If you meet some of these criteria and are excited about the role, we encourage you to apply:
- Understanding and knowledge of client and Financial Planners expectations.
- Excellent communication skills.
- High standard of accuracy and attention to detail.
- Able to apply compliance knowledge.
- Time management.
- Ability to work with multiple Financial Planners and set and review priorities.
- Ability to organise self and others.
- Competence when using Microsoft Office packages, Word (Advanced) and Excel (Intermediate) and other RFP packages.
- A good understanding of Financial Services administration practices.
- DFM knowledge would be beneficial but not essential.
- Experience in similar role where the above skills are in evidence and used frequently.
- CII exams beneficial but not essential.
Client Service Executive in City of London employer: Rathbones Group Plc
Contact Detail:
Rathbones Group Plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Executive in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know someone at Rathbones. A friendly chat can sometimes lead to opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for the interview by researching Rathbones and their client service approach. Show us you understand their values and how you can contribute to their mission of providing excellent service to clients.
✨Tip Number 3
Practice your communication skills! As a Client Service Executive, you'll need to engage with clients effectively. Role-play common scenarios with a friend to boost your confidence and refine your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re genuinely interested in joining our team at Rathbones.
We think you need these skills to ace Client Service Executive in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Client Service Executive role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about the role and how your background aligns with our needs. Keep it engaging and personal – we love getting to know the real you!
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your application reflects that. Use clear and concise language, and don’t shy away from demonstrating your ability to engage with clients effectively.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Rathbones Group Plc
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and client service. Familiarise yourself with MiFID II procedures and the specific services Rathbones offers. This will show that you're genuinely interested in the role and understand what’s expected.
✨Showcase Your Communication Skills
As a Client Service Executive, communication is key. Prepare examples of how you've effectively engaged with clients or worked within a team. Think about times when you’ve had to explain complex information clearly – this will highlight your ability to connect with clients and colleagues alike.
✨Demonstrate Attention to Detail
In this role, accuracy is crucial. Be ready to discuss how you ensure high standards in your work. You might want to share specific instances where your attention to detail made a difference, whether it was in managing client records or preparing documentation.
✨Time Management is Key
With multiple Financial Planners to support, effective time management is essential. Prepare to talk about how you prioritise tasks and manage your workload. Consider using examples from past experiences where you successfully juggled multiple responsibilities.