Rathbones in Manchester seeks a client lifecycle professional to manage relationships and end-to-end administration across client onboarding, transfers and valuations. You will lead as the go-to contact for administration queries, coordinate with investment, operations and other stakeholders, and ensure regulatory and policy adherence.
The role emphasizes estate/deceased/probate handling and a strong understanding of Rathbones products and services. Previous CSA-style progression is advantageous.
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Client Lifecycle Lead - Finance Relationships in Manchester 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.
