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
Role
Title:
Client Service Executive
Division:
Wealth Management Propositions & Client Care
Location:
Exeter
Contract:
Permanent
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 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 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.
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.
- 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.
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
- Discretionary bonus
- Flexible holidays purchase up to 5 additional days
- 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
- Other voluntary benefits you can choose to suit you
Our employees can choose to take part in various…
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