At a Glance
- Tasks: Manage client relationships and oversee lifecycle processes for exceptional service.
- Company: Join a leading Wealth Management firm in Belfast with a focus on client care.
- Benefits: Permanent role with competitive salary and opportunities for professional growth.
- Other info: Dynamic team environment with a focus on best practices and continuous improvement.
- 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.
Division: Wealth Management Propositions & Client Care
Location: Belfast
Contract: Permanent
Working pattern: On-Site
About the Role
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.
What you’ll be responsible for:
- 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.
- Follow 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.
- Undertake more complex Client Lifecycle processes such as estate/deceased/probate.
- Demonstrate a broad understanding of Client Lifecycle processes and Rathbones Products & Services.
About you
- 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.
- Progression from CSA role or equivalent external experience.
- Grades A-C at GCSE or equivalent in English and Maths.
- Broad understanding of Proposition Suite.
Client Service Executive in Liverpool employer: Rathbones
At Rathbones, we pride ourselves on being an exceptional employer, offering a dynamic work environment in the heart of Belfast. Our commitment to employee growth is evident through tailored development programmes and a culture that values collaboration and innovation. Join us to be part of a team that not only prioritises client relationships but also fosters a supportive atmosphere where your contributions are recognised and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Executive in Liverpool
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Rathbones. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Service Executive in Liverpool
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Rathbones.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Rathbones's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Rathbones
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Rathbones.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Rathbones will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Rathbones employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
