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: Clear career progression paths and the chance to share in our success.
- Other info: Dynamic team environment with opportunities for personal growth.
- Why this job: Kickstart your career in client services and make a real difference.
- Qualifications: GCSEs in English and Maths, plus a passion for administration.
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.
Role Title: Client Service Administrator
Location: Guildford
Contract: Permanent
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. Grade A-C at GCSE or equivalent in English and Maths.
Client Service Administrator in Surrey 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.
