At a Glance
- Tasks: Manage client relationships and oversee the client lifecycle for investment management.
- Company: Dynamic wealth management firm based in London with a hybrid working model.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Other info: Join a supportive team with excellent career progression opportunities.
- Why this job: Be the go-to person for clients and make a real difference in their financial journey.
- Qualifications: Experience in client service and knowledge of financial products preferred.
The predicted salary is between 35000 - 45000 £ per year.
Role Title: Client Service Executive
Division: Wealth Management Propositions & Client Care
Location: London
Contract: Perm
Working pattern: Hybrid
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.
- Follows 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.
- Undertakes more complex Client Lifecycle processes such as estate/deceased/probate.
- Demonstrates a broad understanding of Client Lifecycle processes and Rathbones Products & Services.
About you
If you meet some of these criteria and are excited about the role, we encourage you to apply:
- 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.
- Client Facing Experience (desirable).
- Investment Operations Certificate qualification (desirable).
- 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 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.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Executive in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Service Executive role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of client lifecycle processes and Rathbones products. We want you to be the go-to person in the room, so practice answering questions about how you'd handle client queries and administration tasks.
✨Tip Number 3
Showcase your client-facing experience! During interviews, share specific examples of how you've built relationships with clients and managed their needs. This will demonstrate that you understand the importance of excellent client service.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team and contributing to our client care excellence.
We think you need these skills to ace Client Service Executive in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the Client Service Executive role. Highlight your experience in client relationship management and any relevant financial services background. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're excited about the role and how your skills align with our needs. Don’t forget to mention your understanding of client lifecycle processes – that’s key for us!
Showcase Your Communication Skills:As a Client Service Executive, communication is everything. In your application, demonstrate your ability to convey complex information clearly and effectively. We love seeing examples of how you've successfully managed client queries in the past!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Rathbones
✨Know Your Client Lifecycle
Make sure you understand the client lifecycle processes inside out. Brush up on how account opening, onboarding, and transfer processes work, as well as any relevant regulations. This knowledge will help you demonstrate your expertise and show that you're ready to take ownership of these tasks.
✨Showcase Your Relationship Management Skills
Prepare examples of how you've successfully developed and maintained relationships with clients or stakeholders in the past. Think about specific situations where you acted as a liaison and how you ensured everyone was kept informed. This will highlight your ability to be the 'go-to' person for client queries.
✨Familiarise Yourself with Products and Services
Get to grips with the products and services offered by the company. Being able to discuss these confidently during the interview will show that you're genuinely interested in the role and can effectively support clients with their needs.
✨Prepare for Complex Scenarios
Anticipate questions about handling complex client lifecycle processes, such as estate or probate matters. Think through how you would approach these situations and be ready to share your thought process. This will demonstrate your problem-solving skills and readiness for the challenges of the role.
