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Role Title: Client Service Executive
Division: RFP
Location: London
Contract: Permanent
Hiring Manager: Senior Paraplanner (Lead)
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.
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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.
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