Client Service Executive

Rathbones Group Plc; Cambridge; On-site; GBP 30,000 - 40,000; Full time

Job summary

A UK wealth management firm is seeking a Client Service Executive in Cambridge. In this role, you'll be the primary contact for client enquiries, managing client lifecycle processes and supporting Investment Managers in administration. This position requires experience in Financial Services, strong communication skills, and a knowledge of the regulatory environment. The role is primarily office-based with opportunities to engage in wider projects.

Benefits

Company pension – 9% non-contributory

Private medical insurance

Life assurance – 8 x salary

Company share scheme

Discretionary bonus

Flexible holidays

Green Car Scheme

Study support

Season travel ticket loans

Qualifications

• Experience managing end-to-end administration processes.
• Experience managing administrative staff (desirable).

Responsibilities

• Act as primary point of contact for client enquiries.
• Manage all client lifecycle processes.
• Develop relationships with clients.
• Ensure timely and efficient client experience.
• Support Investment Managers with administration tasks.

Skills

Knowledge of regulatory environment

Client relationship management

Verbal and written communication

Report writing

Education

Experience in Financial Services

Job description

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Department: Divisional Head - Tim Bagshaw

Job Category: Support

Location: Cambridge, GB, CB2 1RE

At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most.

We’re proud to be one of the UK’s leading wealth managers, with over £109bn* in assets under management and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.

Role Title

Client Service Executive

Location

Cambridge

Contract

12 Month FTC

Working pattern

Primarily office based

About the Role

In this role you will act as the primary point of contact for client enquiries. You will manage all client lifecycle processes and oversee 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.

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 client administration tasks. Act as the main liaison between the client, your investment team, operations and other key stakeholders and ensure all parties are kept informed.
• 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, onboarding 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.
• Work closely with the team and wider administration functions to develop and share best practice.
• Act as the first point of contact for clients, assuming the role of the “go to” person for administration queries. This includes attending client meetings and leading discussions regarding client administration matters.

About you

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

• 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.
• Ability to assimilate information into succinct reports.
• Experience of working in a similar role in Financial Services managing end‑to‑end administration processes.
• Experience managing administrative staff (desirable).

Our offer to you

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package, which we review regularly, and benefits include:

• 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
• Discretionary bonus
• Flexible holidays – purchase up to 5 additional days
• 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
• Other voluntary benefits you can choose to suit you

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:

• Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
• 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.

Life at Rathbones

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. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

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 [e-mail]

Mission

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.

Our values shape how we work:

• We aim high
• We get it done
• We show we care
• We do the right thing

These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.