Client Service Administrator
Job in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-09-16
Listing for:
Rathbone Brothers
Full Time
position Listed on 2026-09-16
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration, Data Entry, Clerical
Job Description & How to Apply Below
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Department:
Wealth Management Client Care
Job Category:
Front Office
Location:
London, GB, EC2V 7QN
Date: 12 Sept 2026
Role
Title:
Client Service Administrator
Division:
Wealth Management Client Care
Location:
London
Contract:
Permanent
Working pattern:
Hybrid
About the Role
Provides comprehensive administrative and client life cycle processing support to ensure effective and efficient operations to deliver excellent client experience. This is a client facing role and is an entry level role for Client Service. The role holder will be part of a team that’s run by a central group but works day‑to‑day in the local office.
What you’ll be responsible for
- Efficiently manages client admin tasks with a focus on data accuracy, including onboarding, transfers, payments, account updates, closures and estate administration.
- Provides operational support such as booking meeting rooms, processing expenses and preparing meeting packs and correspondence.
- Assists with the investigation and resolution of client queries, referring investment related queries to team members.
- Communicates with clients as required, giving accurate and up to date information whilst working within information giving limitations.
- Manages mass mailing communications processes, ensuring that correspondence is updated as required.
- Creates and amends presentations or literature for client meetings.
- Maintains team diaries, arranging meetings and organising travel.
- Manages and files correspondence and records in a timely manner ensuring that all client correspondence is saved, filed and archived accordingly to client files.
- Contributes to Client Service meetings, suggesting improvements to procedures.
- Shares best working practice with other Client Service staff.
- Office duties to include covering phones.
About you
- Some knowledge of the regulatory environment in which we operate is advantageous.
- Awareness of the products and services Rathbones provide
- Demonstrable interest in administration career and has evidence of proactively developing self.
- Experience working in a similar role in Financial Services is advantageous.
- Grade A-C at GCSE or equivalent in English and Maths.
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