Client Services Executive
Listed on 2026-10-23
-
Customer Service/HelpDesk
Client Relationship Management, Customer Success Management -
Business
Client Relationship Management, Customer Success Management
Company description:
A rewarding place to work. At Rathbones, We invest in everyone's tomorrow – that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business.
Job description:
Role
Title:
Client Service Executive
Division:
Wealth Management Client Care
Location:
London
Contract: FTC
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 you'll 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 cl...
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