Role Title: Client Service ExecutiveDivision: Wealth Management Client CareLocation: London Contract: FTCWorking pattern: Hybrid About the RoleClient 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.What you’ll be responsible forDevelop 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
Client Services Executive in Kennington 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.
