Client Executive

Role Title: Client Service Executive
Rathbones Investment Management
Contract: 12 Month FTC
Primarily office based
 
You will manage all client lifecycle processes and oversees the operating model for your respective investment management team whilst delivering and contributing to excellent client service.
 
This is an interesting and varied role where you will have the opportunity to be involved in office wide projects e.g. marketing or events projects. You will attend client meetings, correspond with clients over the phone and in writing and support our team of thirteen Investment Managers with tasks such as administration and report writing.
 
Ensure all client lifecycle processes are followed and adhered to in accordance with the RIM 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.
~ Understand client suitability requirements and support your investment team with regard to gathering the relevant information to support client suitability (e.g. ATRQ, Financial Questionnaires), producing client summaries/welcome letters.
~ Knowledge of regulatory environment in which we operate.
Ideally an understanding of the products and services we provide.
Willingness and ability to liaise with clients in writing and verbally.
Experience of working in a similar role in Financial Services managing end-to-end administration processes.
A company pension - 9% non-contributory or 10% if you contribute 5%
· Private medical insurance – Individual on joining, family after 1 year’s service
· Life assurance - 8 x salary
· Company share scheme
· Flexible holidays – purchase up to 5 additional days
· Discretionary bonus
· 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
· Gym discounts
· Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Take a moment to pause (Menopause) and Armed Forces. 
· The NextGen IM Network , which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.
 
We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online.
If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at recruit@rathbones.We believe in playing the long game. That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of.


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