At a Glance
- Tasks: Lead client service initiatives and enhance team collaboration in a dynamic wealth management environment.
- 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.
- Other info: Be part of a fast-paced team with excellent growth opportunities.
- Why this job: Make a real impact by improving client services and driving best practices.
- Qualifications: Experience in client services within investment or wealth management is essential.
The predicted salary is between 45000 - 55000 £ per year.
Company description: 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: The Senior Client Service Executive (Senior CSE) will continue to undertake all existing Client Service Executive (CSE) responsibilities for their immediate Investment Management (IM) team, alongside some additional Senior CSE responsibilities to support their Team and the Client Service Managers. The role holder will work within a model which is managed centrally and embedded locally.
What you'll be responsible for:
- Acts as an escalation point for team and takes the lead in problem solving through discussion with key stakeholders across the business.
- Challenges processes, suggesting process improvements, raises any issues collaboratively with desk/CSL/Stakeholders/peter group.
- Consistently delivers all KPIs and Right First Time leads the way for the wider team and shares best/good practice with others.
- Leads and advocates of client engagement model, sharing knowledge and driving best practice and consistent client outcomes.
- Undertake all existing CSE activity and responsibilities.
- Host regular meetings for Client Service Support staff within the Team, delivering business updates, and receiving queries/issues to investigate, feeding back resolutions.
- Where required, escalate concerns from the Front Office to the wider Senior CSE group as well as the Client Service Lead and Client Service Managers, and work collaboratively to resolve.
- Act as a first point of contact for Client Service Support staff within the Team, supporting other Team in times of absence.
- Utilise experience and maintain in depth knowledge of systems and processes in order to support IM teams within the Team.
- Champion process and system changes with Cloud colleagues and support the delivery of training for new and existing staff.
- Assist with the testing and implementation of system changes, supplying feedback where necessary using subject matter expert (SME) experience and knowledge of client requirements.
- Collate client feedback and work collaboratively with Operational teams to ensure that high levels of client service and processes are implemented.
- Champion and support the delivery of the Client Service Support development programme at Team level.
- Coach, support and develop new and existing Client Service Support staff within the Team, providing feedback to support the probation and appraisal processes.
- Monitor progress and coordinate any further training requirements.
- Oversee and manage client lifecycle processes for the Team, managing capacity and absence issues where required.
About you: Proven experience as a Client Services Executive (CSE) within the UK Private Client Investment or Wealth Management industry. Experience supporting front-office Investment Directors, Wealth Managers, or Financial Planners. Strong understanding of client onboarding, account opening, and ongoing client servicing processes. Knowledge of a range of client structures and products, including, UK and offshore accounts, Offshore bonds, Trusts, Family Investment Companies (FICs) & Pensions. Strong understanding of both front-office and back-office operational processes. Confident communicating with clients, professional advisers, and internal stakeholders. Ability to manage multiple priorities and support regulatory or business change initiatives. Highly organised with strong attention to detail and client service skills. Team-oriented individual who enjoys working within a fast-paced, collaborative, and growth-focused environment.
Senior Client Service Executive in Slough employer: Rathbones Group Plc
At Rathbones, we pride ourselves on being a rewarding employer that invests in the future of our people. Located in Leeds, our hybrid working model fosters a collaborative and high-performance culture, offering clear paths for career progression and opportunities for personal development. Join us to be part of a team that champions continuous improvement and delivers exceptional client outcomes while sharing in the success of our business.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Service Executive in Slough
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We think you need these skills to ace Senior Client Service Executive in Slough
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.
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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.
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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
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