Client Service Administrator

Role Title: Client Service Administrator

Location: London

Contract: Permanent

About the Role

Provides comprehensive administrative and client life cycle processing support to ensure effective and efficient operations of their local investment management team and the wider business to deliver an excellent client experience.

What you’ll be responsible for

• Undertakes client administration processes in an efficient manner, ensuring accuracy of data. Tasks include elements of: onboarding; transfers; payments; account and data maintenance; closures; and estate administration.
• Assists with the investigation and resolution of client queries, referring any 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 communication processes, ensuring that correspondence data is updated as required.
• Creates and amends presentations or literature for client meetings.
• Maintains team diaries, arranging meetings and organising travel.
• Takes meeting minutes as required.
• Manages and files correspondence and records in a timely manner ensuring that all client correspondence is saved, filed and archived accordingly to client files.

About you

If you meet some of these criteria and are excited about the role, we encourage you to apply

• Some knowledge of the regulatory environment in which we operate is advantageous.
• Awareness of the products and services Rathbones provide.
• A demonstrable interest in an administration career.
• Experience working in a similar role in Financial Services is advantageous.
• Grades A-C at GCSE or equivalent in English and Maths.