At a Glance
- Tasks: Support client administration tasks and ensure smooth operations for an excellent client experience.
- Company: Join Rathbones, a rewarding workplace focused on investing in your future.
- Benefits: Clear career progression paths and opportunities to share in business success.
- Other info: Dynamic role with opportunities to suggest improvements and share best practices.
- Why this job: Kickstart your career in a supportive environment with a focus on personal development.
- Qualifications: Interest in administration and good grades in English and Maths.
The predicted salary is between 30000 - 42000 £ 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.
Provides comprehensive administrative and client life cycle processing support to ensure effective and efficient operations to deliver an excellent client experience. This is a non-client facing role and is an entry level role for Client Service. The role holder will work within a model which is managed centrally and embedded locally.
What you’ll be responsible for:
- Efficiently manage client admin tasks with a focus on data accuracy, including onboarding, transfers, payments, account updates, closures and estate administration.
- Provide operational support such as booking meeting rooms, processing expenses and preparing meeting packs and correspondence.
- Assist with the investigation and resolution of client queries, referring any investment related queries to team members.
- Communicate with clients as required, giving accurate and up to date information whilst working within Information Giving limitations.
- Manage mass mailing communication processes, ensuring that correspondence data is updated as required.
- Create and amend presentations or literature for client meetings.
- Maintain team diaries, arranging meetings and organising travel.
- Takes meeting minutes as required.
- Manage and file correspondence and records in a timely manner ensuring that all client correspondence is saved, filed and archived accordingly to client files.
- Contribute to Client Service meetings, suggesting improvements to procedures.
- Share best working practice with other Client Service staff.
- Office duties to include reception/post duties for the office.
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 an administration career and evidence of proactively developing self.
- Experience working in a similar role in Financial Services is advantageous.
- Grades A-C at GCSE or equivalent in English and Maths.
Client Service Administrator in Chichester employer: Rathbones
At Rathbones, we pride ourselves on being a rewarding employer that invests in the future of our people. Located in the picturesque city of Chichester, we offer a supportive work culture with clear paths for career progression and opportunities to contribute to our success. As a Client Service Administrator, you will benefit from a collaborative environment that encourages personal growth and development, making it an ideal place for those seeking a meaningful and fulfilling career in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Administrator in Chichester
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. We can’t stress enough how personal connections can open doors for you.
✨Tip Number 2
Prepare for interviews by researching Rathbones and understanding their values. We want to see that you’re genuinely interested in the company and the role of Client Service Administrator.
✨Tip Number 3
Practice your communication skills! Since this role involves managing client admin tasks, being clear and concise is key. We suggest doing mock interviews with friends or family.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. We’re excited to see what you bring to the table!
We think you need these skills to ace Client Service Administrator in Chichester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Service Administrator role. Highlight any relevant experience or skills that match the job description, like your admin skills or any experience in financial services.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're excited about the role and how your background makes you a great fit. Don’t forget to mention your interest in developing a career in administration.
Showcase Your Attention to Detail:Since this role involves managing client admin tasks with a focus on data accuracy, make sure to demonstrate your attention to detail in your application. Double-check for typos and ensure all information is accurate.
Apply Through Our Website:We encourage you to apply through our website for the best chance of success. It’s straightforward and ensures your application goes directly to us, making it easier for us to review your details!
How to prepare for a job interview at Rathbones
✨Know Your Stuff
Make sure you understand Rathbones and the role of a Client Service Administrator. Familiarise yourself with their products, services, and the regulatory environment. This will show your genuine interest and help you answer questions confidently.
✨Showcase Your Skills
Prepare examples from your past experiences that highlight your administrative skills, attention to detail, and ability to manage tasks efficiently. Think about times you've successfully handled client queries or organised meetings, as these are key aspects of the role.
✨Ask Smart Questions
Prepare thoughtful questions to ask at the end of your interview. This could be about the team dynamics, opportunities for progression, or how they measure success in the role. It shows you're engaged and thinking about your future with them.
✨Practice Makes Perfect
Conduct mock interviews with a friend or family member. Focus on articulating your thoughts clearly and concisely. Practising common interview questions can help ease your nerves and improve your delivery during the actual interview.
