Client Service Specialist Financial Planners; Hybrid
Listed on 2026-10-11
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Finance & Banking
Banking & Finance, Office Administrator/ Coordinator
Rathbones in Belfast is seeking a proactive Client Services Administrator to join the local office, supporting Financial Planners and their clients. You will coordinate service delivery, maintain client records and ensure regulatory compliance in day-to-day activities.
You'll handle AML and MiFID II procedures, manage workloads, and provide training and guidance within the team while keeping CRM systems up to date and liaising with Investment Managers and clients.
The following position is for a Client Service Specialist for Financial Planners (Hybrid) with Rathbones.
Consider building your career as a Client Service Specialist for Financial Planners (Hybrid) at Rathbones.
The Client Service Specialist for Financial Planners (Hybrid) position in the Management & Operations, Sales field is open for applications.
We have an opening for a Client Service Specialist for Financial Planners (Hybrid) in Belfast City District, Northern Ireland, United Kingdom within Management & Operations, Sales.
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