At a Glance
- Tasks: Lead and manage support staff, ensuring operational efficiency and process improvements.
- Company: Join Rathbones, a leading UK wealth manager with a strong community focus.
- Benefits: Enjoy a competitive salary, private medical insurance, and flexible holidays.
- Other info: Be part of a diverse team with opportunities for personal and professional growth.
- Why this job: Make a real impact in a supportive environment while developing your leadership skills.
- Qualifications: Experience in managing teams and improving processes in fast-paced environments.
The predicted salary is between 50000 - 65000 £ per year.
At Rathbones, we help people invest their money well, so they can live well.
That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future.
We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most.
We’re proud to be one of the UK’s leading wealth managers, with over £109bn* in assets under management and 20+ offices across the UK and Channel Islands.
We’re a FTSE 250 company with national reach and a local feel – and we’re growing. *As of June 2025
- Role Title: Client Service Lead - Charities
- Division: Wealth COO
- Reporting to: Client Service Manager
- Division: Charities
About the Role
In addition to carrying out CSE responsibilities, you will lead and manage the operational effectiveness of support staff across teams/desks, acting as a key liaison between Front Office and Operations.
This role ensures consistent application of group-wide processes, drives process improvements, and supports capability development across the team
- What you’ll be responsible for
- Line management , development and recruitment of support staff within designated teams/desks.
- Performance management of teams with specific KPIs
- Act as the primary escalation point between Front Office and Operations.
- Ensure group-wide processes are understood, followed, and embedded across teams.
- Lead and implement process changes to improve operational efficiency.
- Own and deliver structured training plans for new joiners.
- Support ongoing capability building and professional development of team members.
- Co-own and manage core client lifecycle processes in collaboration with Operations Managers.
- Maintain hands-on involvement with desk operations as appropriate to span and remit.
About you
If you meet some of these criteria and are excited about the role, we encourage you to apply
- Proven track record in managing support staff within a fast-paced operational or financial services environment.
- Demonstrated experience in leading process improvement initiatives and embedding operational change.
- Hands-on involvement in client lifecycle processes and desk-level operations.
- Strong background in managing escalations and resolving cross-functional issues
- Leadership & People Management: Strong ability to lead, coach, and develop teams.
- Stakeholder Management: Skilled in managing relationships across Front Office and Operations.
- Process Improvement: Experience in identifying inefficiencies and implementing change.
- Training & Development: Ability to design and deliver impactful training programs.
- Operational Knowledge: Deep understanding of desk-level operations and client lifecycle processes.
- Communication: Clear, confident communicator with strong influencing skills.
- Problem Solving: Proactive in resolving issues and managing escalations
- Technology & Tools: Proficiency in relevant systems used for client onboarding, workflow management, and team collaboration.
- Our offer to you
We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.
We offer a comprehensive remuneration package, which we review regularly, and benefits include:
- A company pension - 9% non-contributory or 10% if you contribute 5%
- Private medical insurance – Individual on joining, family after 1 year’s service
- Life assurance
- 8 x salary
- Income protection – 75 % salary
- Company share scheme
- Discretionary bonus
- Flexible holidays – purchase up to 5 additional days
- Green Car Scheme
- Family friendly policies – enhanced family leave for parents & carers
- Study support – study days and funding for courses and qualifications
- Season travel ticket loans
- Volunteering days
- Gym discounts
- Other voluntary benefits you can choose to suit you
Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:
Sports & Social Committees , such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Take a moment to pause (Menopause) and Armed Forces.
The Next Gen IM Network , which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.
Life at Rathbones
We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues.
Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people.
At Rathbones, we provide meaningful work, opportunities, and a voice to all.
We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds.
We welcome individuals who share our values.
We’re a Level 2 Disability Confident Employer under the UK Government scheme.
This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities.
Find out more about the Government Scheme online.
If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at recruit@rathbones. com
Mission
We believe in playing the long game.
That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of.
Our values shape how we work: - We aim high - We get it done - We show we care - We do the right thing
These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.
We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.
Client Service Lead - Charities 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 Lead - Charities in London
✨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
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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.
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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 Lead - Charities in London
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.
