Role Title: Senior Client Service ExecutiveDivision: Wealth Management Propositions & Client CareLocation: LondonContract: Permanent Working pattern: Hybrid About the RoleThe Senior Client Service Executive (Senior CSE) will continue to undertake all existing Client Service Executive (CSE) responsibilities for their immediate Investment Management (IM) team, alongside some additional Senior CSE responsibilities to support their Team and the Client Service Managers. Host regular meetings for Client Service Support staff within the Team, delivering business updates, and receiving queries/issues to investigate, feeding back resolutions. Where required, escalate concerns from the Front Office to the wider Senior CSE group as well as the Client Service Lead and Client Service Managers, and work collaboratively to resolve. Act as a first point of contact for Client Service Support staff within the Team, supporting other Team in times of absence. Utilise experience and maintain in depth knowledge of systems and processes in order to support IM teams within the Team. Champion process and system changes with Cloud colleagues and support the delivery of training for new and existing staff. Assist with the testing and implementation of system changes, supplying feedback where necessary using subject matter expert (SME) experience and knowledge of client requirements. Collate client feedback and work collaboratively with Operational teams to ensure that high levels of client service and processes are implemented. Champion and support the delivery of the Client Service Support development programme at Team level. Coach, support and develop new and existing Client Service Support staff within the Team, providing feedback to support the probation and appraisal processes. About youProven experience as a Client Services Executive (CSE) within the UK Private Client Investment or Wealth Management industry. Experience supporting front-office Investment Directors, Wealth Managers, or Financial Planners. Strong understanding of client onboarding, account opening, and ongoing client servicing processes. Knowledge of a range of client structures and products, including, UK and offshore accounts, Offshore bonds, Trusts, Family Investment Companies (FICs) & PensionsStrong understanding of both front-office and back-office operational processes. Ability to manage multiple priorities and support regulatory or business change initiatives. Highly organised with strong attention to detail and client service skills.
Customer Relationship Executive / Manager 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.
