At a Glance
- Tasks: Manage client relationships and oversee lifecycle processes for an exceptional client experience.
- Company: Dynamic financial services firm based in London with a focus on client satisfaction.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Join a collaborative team with opportunities for growth and learning.
- Why this job: Be the go-to person for clients and make a real difference in their financial journey.
- Qualifications: Experience in financial services and strong communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
Client Service Executive
Location: London
Contract: 6 month fixed term contract
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.
Professional experience and qualifications
- Experience working in a similar role in Financial Services managing end-to-end administration processes.
- 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 - 6 Month FTC employer: Rathbones
Rathbones is an exceptional employer, offering a dynamic work environment in the heart of London where client service excellence is at the forefront. With a strong emphasis on professional development, employees are encouraged to grow their skills and advance their careers while enjoying a collaborative culture that values teamwork and innovation. The company also provides competitive benefits and a supportive atmosphere, making it an ideal place for those seeking meaningful and rewarding employment in the financial services sector.
