At a Glance
- Tasks: Support clients with admin tasks and ensure smooth operations for an excellent experience.
- Company: Join Rathbones, a rewarding workplace focused on investing in your future.
- Benefits: Permanent role with clear career progression and opportunities to share in company success.
- Other info: Dynamic team environment with opportunities for personal and professional growth.
- Why this job: Kickstart your career in client service and make a real difference for clients.
- Qualifications: GCSEs in English and Maths; interest in administration and financial services is a plus.
The predicted salary is between 31500 - 38500 £ 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:
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.
Client Service Administrator employer: Rathbones Group Plc
At Rathbones, we pride ourselves on being a rewarding employer that invests in the future of our people. Located in a vibrant area, we offer a supportive work culture that fosters professional growth and provides clear paths for career progression. Join us to not only build a meaningful career but also to share in the success of our business, making every day at work fulfilling and impactful.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Administrator
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Rathbones Group Plc. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Service Administrator
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Rathbones Group Plc.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Rathbones Group Plc's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Rathbones Group Plc
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Rathbones Group Plc.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Rathbones Group Plc will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Rathbones Group Plc employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
