At a Glance
- Tasks: Manage client relationships and oversee the entire client lifecycle with top-notch service.
- Company: Join Rathbones, a leading firm in financial services with a strong reputation.
- Benefits: Enjoy competitive pay, professional development, and a supportive work environment.
- Other info: Opportunity to grow in a dynamic and client-focused environment.
- Why this job: Be the key link between clients and investment teams, making a real difference.
- Qualifications: Experience in financial services and GCSEs in English and Maths required.
The predicted salary is between 37800 - 46200 £ per year.
Rathbones is seeking a client-facing professional to manage the end-to-end client lifecycle, delivering high-quality service and acting as the central liaison between clients and the investment team.
The role requires managing onboarding, account changes, and related administration within the operating model.
Candidates should demonstrate experience in financial services, GCSE English and Maths, and knowledge of its proposition and regulatory environment.
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Client Lifecycle Lead: Relationship & Onboarding employer: Rathbones
Rathbones is an excellent employer that fosters a collaborative and innovative work culture, particularly within our hybrid Business Delivery Change team. We offer a comprehensive remuneration package, including a pension, medical insurance, and discretionary bonuses, alongside ample opportunities for professional growth and development in the dynamic field of investment management.
