At a Glance
- Tasks: Manage client relationships and oversee lifecycle processes for a seamless experience.
- Company: Join a leading financial services firm with a focus on client satisfaction.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic role with opportunities for growth and embracing new technologies.
- Why this job: Be the go-to person for clients and make a real impact in their financial journey.
- Qualifications: Experience in financial services and strong communication skills are a plus.
The predicted salary is between 30000 - 40000 € per year.
Role Details
Client Service Executive Cheltenham Client Service Lead Permanent
Purpose
Client facing role with responsibility for service and relationship management. Lead contact for all Client Lifecycle tasks and queries. Manages all client lifecycle processes and oversees the operating model for their respective investment management team whilst delivering and contributing to excellent client service. The role holder will work within a model which is managed centrally and embedded locally.
Outcomes for the role
- 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, 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 Operating Model (e.g. end-to-end management of account opening, on-boarding and transfer processes; processing client payments and account amendments; supporting quarterly portfolio valuation processes) whilst all process enhancement suggestions are escalated accordingly.
- Follows group wide processes to meet KPI benchmarks.
- Understand client suitability requirements and support your investment team with regard to gathering the relevant information to support client suitability, producing client summaries/welcome letters.
- 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. This includes attending client meetings and leading discussions regarding client administration matters.
- Undertakes more complex Client Lifecycle processes such as estate/deceased/probate.
- Demonstrates a broad understanding of Client Lifecycle processes and Rathbones Products & Services.
Measures of Success
- Maintain client support systems and data with a high level of accuracy.
- Identify opportunities for operational efficiency and process improvement by maintaining and building good relationships with the team and wider functions, taking responsibility for sharing knowledge and business updates with your own team and/or department as appropriate in order to drive efficiency.
- Lead and take ownership on all administration activity, alleviate the admin burden from Investment Managers in order to support Growth.
- Attendance at Client Support meetings, contribute by sharing good practice and process improvement suggestions.
- Collaborates effectively within the team and beyond.
- Proactively seeks to participate in project work or working groups.
- Is proactively in embracing change and new technology.
- Consistently lives all the Rathbones values.
Professional Experience and Qualifications
- Experience working in a similar role in Financial Services managing end-to-end administration processes.
- Client Facing Experience (desirable).
- Investment Operations Certificate qualification (desirable).
- Progression from CSA role or equivalent external experience.
- Grades A–C at GCSE or equivalent in English and Maths.
- Broad understanding of Proposition Suite.
- Knowledge of regulatory environment in which we operate.
- Understanding of the products and services we provide.
Client Service Executive in Cheltenham employer: Rathbones
Rathbones is an exceptional employer located in Cheltenham, offering a dynamic work environment that prioritises client relationships and operational excellence. With a strong focus on employee growth, we provide opportunities for professional development and encourage collaboration across teams, ensuring that every team member contributes to our commitment to outstanding client service. Our inclusive culture fosters innovation and embraces change, making Rathbones a rewarding place to build a meaningful career.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Executive in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Service Executive role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by practising common questions related to client lifecycle management and relationship building. We recommend doing mock interviews with friends or using online resources to get comfortable talking about your experience and how it aligns with the role.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, whether at networking events or interviews, be ready to discuss specific examples of how you've improved client processes or enhanced service delivery in previous roles.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills. Plus, it shows you're genuinely interested in joining our team and contributing to excellent client service.
We think you need these skills to ace Client Service Executive in Cheltenham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the Client Service Executive role. Highlight your experience in client-facing roles and any relevant financial services background. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about client service and how your skills align with our needs. We love seeing genuine enthusiasm for the role!
Showcase Your Skills:In your application, don’t forget to mention specific skills that relate to managing client lifecycle processes. We’re looking for someone who can take ownership and drive efficiency, so let us know how you’ve done this in the past!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you get all the updates directly from us. Plus, it’s super easy!
How to prepare for a job interview at Rathbones
✨Know Your Client Lifecycle
Make sure you understand the client lifecycle processes inside out. Familiarise yourself with account opening, onboarding, and transfer processes. Being able to discuss these confidently will show that you're ready to take ownership of client administration tasks.
✨Showcase Your Relationship Management Skills
Prepare examples of how you've developed and maintained relationships in previous roles. Think about specific situations where you acted as a liaison between clients and teams, and be ready to share how you ensured all parties were kept informed.
✨Demonstrate Your Problem-Solving Abilities
Be prepared to discuss how you've identified opportunities for operational efficiency or process improvements in past roles. Highlight any suggestions you've made that led to better client experiences or streamlined processes.
✨Embrace Change and Technology
Since the role involves adapting to new technologies, come equipped with examples of how you've embraced change in your previous positions. Discuss any relevant tools or systems you've used that could benefit the team at Rathbones.
