Hybrid Client Services Specialist – Onboarding & Admin in Leeds

Hybrid Client Services Specialist – Onboarding & Admin in Leeds

Leeds Full-Time 25000 - 32000 £ / year (est.) No working from home possible
Rathbones

At a Glance

  • Tasks: Support clients with onboarding, payments, and account updates while ensuring a smooth experience.
  • Company: Rathbones, a leading investment management firm with a focus on client satisfaction.
  • Benefits: Entry-level role with opportunities for growth and development in a supportive environment.
  • Other info: Work in a collaborative office setting with a central support team.
  • Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
  • Qualifications: Strong communication skills and a passion for client service.

The predicted salary is between 25000 - 32000 £ per year.

Rathbones is hiring a Client Service Administrator in Leeds to provide administrative and client lifecycle support within the RIM division. This is an entry‑level, client‑facing role, working from the local office while connected to a central team to ensure smooth operations and excellent client experience.

You will manage onboarding, transfers, payments, account updates and estate administration, book meetings, prepare packs and correspondence, handle routine client queries, and maintain.

Hybrid Client Services Specialist – Onboarding & Admin in Leeds 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.

Rathbones

Contact Details:

Rathbones Recruitment Team

We think you need these skills to ace Hybrid Client Services Specialist – Onboarding & Admin in Leeds

Client Lifecycle Support
Onboarding Management
Administrative Skills
Communication Skills
Meeting Coordination
Account Management
Attention to Detail