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Client Service Administrator

4 months ago

Bristol, United Kingdom Fitch Learning Full time

**Job Description - **_**‘what you need to do’**_

**Purpose**

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.

**Outcomes for the role**
- 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.
- Contributes to Client Service meetings, suggesting improvements to procedures.
- Shares best working practice with other Client Service staff.

**Measures of success**
- Undertakes client administration processes in an efficient manner, ensuring accuracy of data.
- Types and produces accurate documentation to a high standard, editing and correcting as necessary.

**2. Person Specification - **_**‘what you bring to the role’**_

**Skills and knowledge**
- Some knowledge of the regulatory environment in which we operate is advantageous.
- Awareness of the products and services Rathbones provide.

**Professional experience and qualifications (where relevant)**
- 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.

**Opportunities for personal growth in role**
- Lend support to firm wide initiatives.
- Progression to Client Service Executive role.
- Opportunity to undertake further professional qualifications.

**Key interactions**:Investment Management teams; Client & Investment Support team; Client Service team; Middle Office team; Operations team; Clients; Intermediaries

**Regulatory - **_**‘your obligations’**_

Maintains an understanding of the regulatory environment appropriate role and complies with all applicable regulatory requirements. Includes (but not restricted to) training and competence, information givers regime and CASS obligations. Role/individual specific detail provided on next page

**Job Types**: Full-time, Part-time, Apprenticeship, Freelance
Part-time hours: 35 per week

**Salary**: From £23,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Holidays
- Monday to Friday

Ability to commute/relocate:

- Bristol, Bristol: reliably commute or plan to relocate before starting work (required)

**Education**:

- GCSE or equivalent (preferred)

Work Location: Hybrid remote in Winchester, SO23 9EH

Application deadline: 07/02/2023
Reference ID: RB_ARP_23
Expected start date: 07/04/2023