Client Service Executive

Company description:
At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money, we guide people through lifes big moments, helping them stay on track and focus on what matters most. Were proud to be one of the UKs leading wealth managers, with over £109bn
* in assets under management and 20 offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing.
* As of June 2025

Job description:

Role

Title:

Client Service Executive Division:
Rathbones Investment Management

Location:

Cambridge

Contract:

12 Month FTC Working pattern:
Primarily office based About the Role In this role you will act as the primary point of contact for client enquiries. You will manage all client lifecycle processes and oversees the operating model for your respective investment management team whilst delivering and contributing to excellent client service. This is an interesting and varied role where you will have the opportunity to be involved in office wide projects e.g. marketing or events projects.

You will attend client meetings, correspond with clients over the phone and in writing and support our team of thirteen Investment Managers with tasks such as administration and report writing. What youll 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, your 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 RIM 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. Understand client suitability requirements and support your investment team with regard to gathering the relevant information to support client suitability (e.g. ATRQ, Financial Questionnaires), 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. About you 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. Ideally an understanding of the products and services we provide. Willingness and ability to liaise with clients in writing and verbally.

Ability to assimilate information into succinct reports.

Experience of working in a similar role in Financial Services managing end-to-end administration processes. Experience managing administrative staff (desirable). Client Facing Experience (desirable). We offer:
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 years service Life assurance - 8 x salary Income protection 75 % salary Company share scheme Flexible holidays purchase up to 5 additional days Discretionary bonus 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…