Client Service Executive

7 days ago

Newcastle upon Tyne, United Kingdom Meraki Full time

**Key responsibilities**
- Acts as the first point of contact for clients and their intermediaries, assuming the role of the “go to” person for client life cycle queries. This includes attending client meetings and managing discussions regarding client administration matters, whilst delivering a consistent Rathbones tone of voice and client experience.
- Manages the client life cycle process to ensure an efficient client experience. Tasks include end to end management of the client life cycle processes: - Onboarding, Transfers, Payments, Account amendments and data maintenance, Reporting, Closures and Estate distribution), and preparing the relevant literature and presentations for client review meetings.
- Takes ownership and remains accountable for all client administration tasks undertaken.
- Acts as the main liaison between the Investment Management team and the Operations team and ensures all parties are kept up to date with progress.
- Understands client suitability requirements and supports the Investment Management team in gathering relevant information to support client suitability and producing suitability reviews for prospective and existing clients.
- Builds and maintains good relationships with the Investment Management team and wider functions, taking responsibility for sharing knowledge and business updates with the immediate team and department as appropriate in order to identify opportunities for operational efficiency and process improvement.
- Contributes to relevant company development by actively participating in projects and committees where required.

**Experience**:

- Experience working in a similar role in Financial Services, the Investment or Wealth Management industry
- Experience managing end-to-end administration processes
- Experience communicating with clients and intermediaries via different platforms

**Qualifications**:

- Grades A-C at GCSE or equivalent in English and Maths
- Willing to undertake further professional qualifications

**Key competencies**
- **Technical competence**
- Able to demonstrate a full understanding of the client life cycle processes.
- Demonstrates ability for oversight of appropriate processes for the team and is accountable for these activities.
- Demonstrates ongoing commitment to own professional development.
- **Communication**
- Able to build and maintain relationships with clients, intermediaries and colleagues.
- Manages expectations of clients and team in a professional manner.
- Demonstrates ongoing commitment to the management of the entire client administration process as well as delivery of a timely and efficient client experience.
- Able to raise improvement suggestions at business area level.
- **Systems competence**
- Able to demonstrate a full understanding of Company systems, including Microsoft Office, CRM, RID and Coric.
- **Organisation**
- **Detail orientated**
- **Teamwork

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