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For Companies At a Glance
- Tasks: Be the go-to person for client queries and manage their investment journey.
- Company: Join Rathbones, a trusted name in wealth management with a focus on responsibility.
- Benefits: Enjoy a supportive culture, career development, and a commitment to diversity.
- Why this job: Make a real difference by helping clients achieve their financial goals.
- Qualifications: GCSEs in English and Maths, plus experience in financial services is a plus.
- Other info: Join a passionate team dedicated to client service and integrity.
The predicted salary is between 36000 - 60000 £ per year.
Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager. We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.
The Role
Acts as the primary point of contact for client enquiries. Manages all client lifecycle processes and oversees the operating model for their respective investment management team whilst delivering and contributing to excellent client service.
Outcomes of 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, your 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 RIM Operating Model (e.g. end-to-end management of account opening onboarding and transfer processes; processing client payments and account amendments; supporting quarterly portfolio valuation processes) whilst all process enhancement suggestions are escalated accordingly.
- Understand client suitability requirements and support your investment team with regard to gathering the relevant information to support client suitability (e.g. ATRQ Financial Questionnaires) 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.
Knowledge & Experience
- Knowledge of regulatory environment in which we operate.
- Understanding of the products and services we provide.
- Experience working in a similar role in Financial Services managing end-to-end administration processes.
- Experience managing administrative staff (desirable).
- Client Facing Experience (desirable).
- Grades A-C at GCSE or equivalent in English and Maths.
Life at Rathbones
We aim to become an employer of choice for the wealth management sector to achieve this we are working hard to build a diverse equal and inclusive workplace that motivates develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones we provide meaningful work opportunities and a voice to all. We are committed to building a team that is made up of diverse skills experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values those that are passionate about client service operate with the highest levels of integrity and have a strong results focus. We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit retain and develop people with disabilities. If you require adjustments to apply for a role at Rathbones please contact us via to let us know what adjustments you may need.
Key Skills
- Electro Mechanical
- Data Entry
- Customer Service
- Commerce
- Communication
- ABAP
Client Service Executive in Glasgow employer: Rathbones
Contact Detail:
Rathbones Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Executive in Glasgow
✨Tip Number 1
Get to know the company inside out! Research Rathbones, their values, and their approach to client service. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Network like a pro! Connect with current or former employees on LinkedIn. Ask them about their experiences and any tips they might have for standing out in the interview process. We all know that a personal touch can make a huge difference!
✨Tip Number 3
Prepare for those tricky questions! Think about how your past experiences align with the role of Client Service Executive. Be ready to share specific examples of how you've handled client queries or managed administrative processes effectively.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a thank-you email expressing your appreciation for the opportunity. It’s a great way to reinforce your interest in the role and keep you top of mind for the hiring team.
We think you need these skills to ace Client Service Executive in Glasgow
Some tips for your application 🫡
Know Your Stuff: Before you start writing, make sure you understand the role and the company. Dive into Rathbones' values and services so you can tailor your application to show how you fit right in with their mission of responsible wealth management.
Be Personal: When you're crafting your application, don’t just list your skills. Share your experiences and how they relate to client service. Use examples that highlight your ability to manage client relationships and administrative processes effectively.
Keep It Clear and Concise: Make sure your application is easy to read. Use clear language and avoid jargon unless it’s relevant. Remember, the goal is to communicate your qualifications without overwhelming the reader with too much information.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people. Plus, it shows you’re serious about joining the Rathbones team!
How to prepare for a job interview at Rathbones
✨Know Your Client Service Inside Out
Before the interview, make sure you understand the key responsibilities of a Client Service Executive. Familiarise yourself with Rathbones' approach to client relationships and their commitment to responsible wealth management. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
As a primary point of contact for clients, strong communication skills are essential. Prepare examples from your past experiences where you've effectively communicated with clients or stakeholders. Highlight how you managed queries and ensured a smooth client experience, as this will resonate well with the interviewers.
✨Demonstrate Your Problem-Solving Abilities
Think of specific instances where you've faced challenges in client service or administration processes. Be ready to discuss how you approached these issues, what solutions you implemented, and the positive outcomes that followed. This will showcase your ability to take ownership and accountability, which is crucial for the role.
✨Align with Their Values
Rathbones values integrity, client service, and a commitment to diversity and inclusion. During the interview, express how your personal values align with theirs. Share your passion for providing excellent client service and how you can contribute to their mission of responsible wealth management.