Role Title: Client Service ExecutiveDivision: Wealth Management Client CareLocation: London Contract: Hybrid About the RoleClient facing role with responsibility for service and relationship management. Manages all client lifecycle processes and oversees the operating model for their respective investment management team whilst delivering and contributing to excellent client service. 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; About youKnowledge of regulatory environment in which we operate. Experience working in a similar role in Financial Services managing end-to-end administration processes. Grades A-C at GCSE or equivalent in English and Maths.
Client Management - Executive Director in London 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.
