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Wealth Client Services Specialist
Job in
Cheltenham, Gloucestershire, GL50, England, UK
Listed on 2026-09-10
Listing for:
Rathbone Brothers
Full Time
position Listed on 2026-09-10
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Rathbones in Cheltenham seeks a Client Service Executive to support Financial Planners and Paraplanners, delivering high-quality client experiences across the client journey. You will coordinate client activities, help ensure timely delivery of financial planning advice, and contribute to onboarding new clients within a collaborative team.
The role offers exposure to regulatory standards, CRM systems, and a strong focus on accuracy and service excellence as part of a leading wealth management
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