Rathbones Plc in Belfast is seeking a Client Service Executive to join the Financial Planning division on a permanent hybrid basis. You will coordinate service delivery to clients, support Financial Planners and ensure MiFID II compliance and timely responses.
The role emphasizes maintaining client records, scheduling Annual Reviews, and collaborating with Investment Managers and external providers to sustain excellent client service.
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Client Success Coordinator – Financial Planning in Shrewsbury employer: Rathbones Plc
Rathbones Plc is an exceptional employer that prioritises client service and investment excellence, fostering a collaborative work culture where senior professionals can thrive. With a strong emphasis on employee growth, you will have the opportunity to mentor junior colleagues while contributing to innovative strategies that drive business development. Located in a dynamic financial hub, Rathbones offers a supportive environment that values professional development and rewards high-quality outcomes for clients.
