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- Tasks: Manage client relationships and ensure excellent service for Charities clients.
- Company: Join Rathbones, a rewarding workplace focused on investing in your future.
- Benefits: Enjoy hybrid working, career progression, and the chance to share in our success.
- Why this job: Make a real difference by supporting charities and enhancing client experiences.
- Qualifications: Experience in financial services and strong communication skills are essential.
- Other info: Dynamic role with opportunities for professional growth and development.
The predicted salary is between 36000 - 60000 £ 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.
Role Title: Client Service Executive
Division: Charities
Location: London (Hybrid working)
Contract: Permanent
Purpose: Charities client facing role with responsibility for service and relationship management. Lead contact for all Charities Client Lifecycle tasks and queries. Manages all Charities client lifecycle processes and oversees the operating model for their respective investment management team whilst delivering and contributing to excellent client service.
Outcomes for the role:
- Develop and maintain relationships with Charities clients and business stakeholders, utilising knowledge of the business and client requirements to deliver the desired client outcomes.
- Manage the client lifecycle administration process to ensure a timely and efficient client experience.
- Take ownership and accountability for all client administration tasks.
- Act as the main liaison between the client, investment team, operations and other key stakeholders and ensure all parties are kept informed.
- Ensure all client lifecycle processes are followed and adhered to in accordance with the Operating Model.
- Follow group wide processes to meet KPI benchmarks.
- Understand client suitability requirements and support your investment team with regard to gathering the relevant information to support client suitability.
- Work closely with the team and wider administration functions to develop and share best practice.
- Act as the first point of contact for clients, assuming the role of the go-to person for administration queries.
- Demonstrate a broad understanding of Charities Client Lifecycle processes and Rathbones Products & Services.
Professional experience and qualifications required:
- Experience working in a similar role in Financial Services managing end-to-end administration processes.
- Charities Client Facing Experience (desirable).
- Investment Operations Certificate qualification (desirable).
- Progression from CSA role or equivalent external experience.
- Grades A-C at GCSE or equivalent in English and Maths.
- Broad understanding of Proposition Suite.
- Knowledge of regulatory environment in which we operate.
- Understanding of the products and services we provide.
Client Service Executive - Charities 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 - Charities
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Rathbones on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Research Rathbones' values and recent news. Show us that you're genuinely interested in the company and how you can contribute to their success in the Charities sector.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family. Focus on common questions related to client service and relationship management, so you can confidently showcase your skills when it counts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows us that you’re serious about joining the Rathbones team and making a difference in the Charities space.
We think you need these skills to ace Client Service Executive - Charities
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that are relevant to the Client Service Executive role. Highlight any experience you have in client-facing roles, especially within the charities sector or financial services. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working with charities and how your background makes you a great fit for Rathbones. Be sure to mention specific examples of your past experiences that align with the job description.
Showcase Your Communication Skills: As a Client Service Executive, communication is key! In your application, demonstrate your ability to convey information clearly and effectively. Whether it's through your writing style or examples of past interactions with clients, we want to see that you can engage with stakeholders confidently.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. This way, your application will go straight to us, and we can review it promptly. Plus, you'll get to explore more about Rathbones and what we stand for while you're at it!
How to prepare for a job interview at Rathbones Group Plc
✨Know Your Charities Inside Out
Before the interview, make sure you research Rathbones and their approach to charity clients. Understand their values, services, and how they support charities. This will help you demonstrate your genuine interest in the role and show that you’re aligned with their mission.
✨Showcase Your Client Management Skills
Prepare examples from your past experiences where you've successfully managed client relationships or administration processes. Be ready to discuss how you handled challenges and ensured a smooth client experience, as this is crucial for the Client Service Executive role.
✨Familiarise Yourself with the Client Lifecycle
Brush up on the client lifecycle processes relevant to charities. Be prepared to discuss how you would manage tasks like account opening and onboarding. Showing that you understand these processes will highlight your readiness for the role and your ability to contribute from day one.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the team dynamics, the challenges faced by the charity division, or how success is measured in the role. This not only shows your enthusiasm but also helps you gauge if the company culture is the right fit for you.
