At a Glance
- Tasks: Lead client service initiatives and enhance team collaboration in a dynamic investment management environment.
- Company: Join Rathbones, a leading investment management firm with a commitment to excellence.
- Benefits: Enjoy a competitive salary, private medical insurance, flexible holidays, and study support.
- Other info: Embrace a supportive culture with opportunities for professional growth and development.
- Why this job: Make a real impact by improving client outcomes and driving team success.
- Qualifications: Experience in client lifecycle processes and strong teamwork skills are essential.
The predicted salary is between 55000 - 65000 € per year.
The Senior Client Service Executive (Senior CSE) will continue to undertake all existing Client Service Executive responsibilities for their immediate Investment Management (IM) team, alongside additional Senior CSE responsibilities to support the Team and the Client Service Managers. The role holder will work within a centrally managed model embedded locally.
What you'll be responsible for:
- Acts as an escalation point for the team and leads problem solving through discussion with key stakeholders across the business.
- Challenges processes, suggests improvements, and raises issues collaboratively with desk, CSL, stakeholders, and the Peter group.
- Consistently delivers all KPIs and Right First Time, leading the wider team and sharing best practice.
- Leads and advocates the client engagement model, sharing knowledge and driving consistent client outcomes.
- Undertakes all existing CSE activities and responsibilities.
- Hosts regular meetings for Client Service Support staff, delivering business updates, receiving queries/issues, and feeding back resolutions.
- Escalates concerns to the wider Senior CSE group and Client Service Lead and Managers as required.
- Act as first point of contact for Client Service Support staff and supports the team in times of absence.
- Utilises experience and maintains in‑depth knowledge of systems and processes to support IM teams, champions changes with Cloud colleagues, and supports training for new and existing staff.
- Assists with testing and implementation of system changes, supplies feedback as an SME, and collates client feedback with Operational teams to ensure high‑quality client service and processes.
- Champions and supports the delivery of the Client Service Support development programme, coaching and developing staff, providing feedback for probation and appraisal, and coordinating further training.
- Oversees and manages client lifecycle processes for the team, managing capacity and absence issues where required.
About you:
- Able to demonstrate full understanding of the client life‑cycle processes.
- Strong teamwork and collaboration skills.
- Professionalism and leadership.
- Excellent communication, critical thinking, and problem‑solving skills.
- Effective time and priority management.
- Experience working as a CSE at Rathbones.
- Experience managing end‑to‑end client lifecycle processes.
- Knowledge of the regulatory environment in which we operate.
- Understanding of the products and services Rathbones provides.
Our offer to you:
- A comprehensive remuneration package and benefits, reviewed regularly, including:
- A company pension – 9% non‑contributory or 10% if you contribute 5%.
- Private medical insurance – individual at joining, family after 1 year of service.
- Life assurance – 8× salary.
- Income protection – 75% salary.
- Company share scheme.
- Discretionary bonus.
- Flexible holidays – purchase up to 5 additional days.
- Green Car Scheme.
- Family‑friendly policies – enhanced family leave for parents & carers.
- Study support – study days and funding for courses and qualifications.
- Season travel ticket loans.
- Volunteering days.
- Gym discounts.
- Other voluntary benefits you can choose to suit you.
Equalities and Diversity:
We're a Disability Confident Employer (level 2) under the UK Government scheme. If you require adjustments to apply for a role at Rathbones, please contact us to let us know what adjustments you may need.
Senior Client Service Executive in London employer: Rathbones Group Plc
Rathbones is an exceptional employer located in London, offering a dynamic hybrid work environment that fosters collaboration and professional growth. With a strong commitment to employee development, comprehensive benefits including a generous pension scheme, private medical insurance, and flexible holiday options, Rathbones prioritises the well-being of its staff while promoting a culture of inclusivity and support. Join us to be part of a team that values your contributions and encourages you to excel in your career.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Service Executive in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who work at Rathbones or similar firms. A friendly chat can lead to insider info about the role and even a referral.
✨Tip Number 2
Prepare for the interview by practising common questions related to client service and problem-solving. We recommend using the STAR method to structure your answers – it’s a great way to showcase your experience effectively.
✨Tip Number 3
Showcase your leadership skills during the interview. Talk about times you’ve led a team or improved processes. We want to see how you can advocate for the client engagement model and drive results.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression. And remember, apply through our website for the best chance of landing that Senior CSE role!
We think you need these skills to ace Senior Client Service Executive in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Client Service Executive role. Highlight your experience in client lifecycle processes and any relevant achievements that showcase your problem-solving skills and teamwork.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Mention your understanding of the regulatory environment and how your previous experience aligns with the responsibilities outlined in the job description.
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 sharing examples of how you've effectively communicated with stakeholders in the past.
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 Client Lifecycle
Make sure you have a solid understanding of the client lifecycle processes. Brush up on how these processes work within the investment management sector, as this will show your potential employer that you're ready to hit the ground running.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've successfully resolved issues in previous roles. Highlight your critical thinking and collaboration skills, as these are key for the Senior CSE position. Be ready to discuss specific scenarios where you led discussions with stakeholders to find solutions.
✨Demonstrate Leadership and Teamwork
Think about times when you've taken the lead or worked effectively within a team. The interviewers will be looking for your ability to coach and develop others, so come prepared with examples that showcase your leadership style and teamwork experience.
✨Familiarise Yourself with Company Culture
Research Rathbones and their client engagement model. Understanding their values and how they operate will help you align your answers with what they're looking for. This shows that you're not just interested in the role, but also in being a part of their culture.
