Client Service Executive in Newtown

At Rathbones, we help people invest their money well, so they can live well. The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have. That means more than financial returns; it's about helping people feel confident in their decisions and supported in their future. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management and 20 offices across the UK and Channel Islands.

Role Title: Client Service Executive

Division: Rathbones Investment Management

Location: Cambridge

Contract: 12 Month FTC

Working pattern: Primarily office based

About the Role

In this role you will act as the primary point of contact for client enquiries. You will manage all client lifecycle processes and oversee the operating model for your respective investment management team whilst delivering and contributing to excellent client service. This is an interesting and varied role where you will have the opportunity to be involved in office wide projects e.g. marketing or events projects. You will attend client meetings, correspond with clients over the phone and in writing and support our team of thirteen Investment Managers with tasks such as administration and report writing.

What you'll be responsible for:

• Develop and maintain relationships with 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, your 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 RIM Operating Model.
• 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.

About you

If you meet some of these criteria and are excited about the role, we encourage you to apply:

• Knowledge of regulatory environment in which we operate.
• Ideally an understanding of the products and services we provide.
• Willingness and ability to liaise with clients in writing and verbally.
• Ability to assimilate information into succinct reports.
• Experience of working in a similar role in Financial Services managing end-to-end administration processes.
• Experience managing administrative staff (desirable).
• Client Facing Experience (desirable).

We offer:

Our offer to you includes a comprehensive remuneration package, which we review regularly, and benefits include:

• A company pension - 9% non-contributory or 10% if you contribute 5%
• Private medical insurance
• Life assurance - 8 x salary
• Income protection 75% salary
• Company share scheme
• Flexible holidays - purchase up to 5 additional days
• Discretionary bonus
• 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

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

We're a Level 1 Disability Confident employer under the UK Government scheme. This means we've signed up to a set of commitments around how we recruit, retain and develop people with disabilities.

If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us.

Mission

We believe in playing the long game. That means building consistent results, earning trust and doing the right thing for our clients, our colleagues and the communities we're part of. Our values shape how we work:

• We aim high
• We get it done
• We show we care
• We do the right thing

These aren't just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.

Please submit your application as soon as possible to ensure you don't miss out.