Client Service Executive
Division: Rathbones Investment Management – Scotland and Ireland
Location: Glasgow
Contract: Permanent
Working pattern: Hybrid
In this rewarding, client‑facing role you will be the main point of contact for all client lifecycle tasks and enquiries, managing these processes for the investment management team while ensuring high‑quality client service.
This position offers the chance to provide valuable support to Investment Managers, Directors and other key stakeholders during a period of significant change and transformation at Rathbones. You will have the autonomy to shape the role and access opportunities for career advancement within the organisation’s established career pathways.
Responsibilities
- 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, acting as the main liaison between the client, investment team, operations, and other key stakeholders, and ensuring all parties are kept informed.
- Ensure all client lifecycle processes are followed and adhered to in accordance with the 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) and escalated any process‑enhancement suggestions.
- Understand client suitability requirements and support the investment team with gathering the relevant information to support client suitability, producing client summaries and welcome letters.
- Act as the first point of contact for clients, assuming the role of the “go‑to” person for administration queries, attending client meetings and leading discussions regarding administration matters.
- Undertake more complex client lifecycle processes such as estate, deceased, and probate administration.
- Work closely with the team and wider administration functions to develop and share best practice.
Qualifications
- Experience working within a similar role in financial services, managing end‑to‑end administration processes, ideally within investments.
- Demonstrated broad understanding of client lifecycle processes, ideally within investments.
- Client‑facing experience within a similar environment.
- Broad understanding of Rathbones’ client proposition suite desirable.
- Investment operations certificate qualification desirable.
Benefits
- Comprehensive remuneration package reviewed regularly.
- Company pension – 9 % non‑contributory or 10 % if you contribute 5 %.
- Private medical insurance – individual on joining; family after one year’s service.
- Life assurance – 8 × salary.
- Income protection – 75 % salary.
- Company share scheme.
- Flexible holidays – purchase up to five additional days.
- Discretionary bonus.
- Green car scheme.
- Family‑friendly policies – enhanced family leave for parents and carers.
- Study support – study days and funding for courses and qualifications.
- Season travel ticket loans.
- Volunteering days.
- Gym discounts.
- Other voluntary benefits you can choose to suit you.
- Sports & social committees (e.g., cricket, football, netball, running, yoga, quiz nights, charity bake sales).
- Inclusion networks (Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Pause for Menopause, Armed Forces).
- The NextGen IM Network – community of trainees across the UK offering development opportunities, exposure across the business, and peer support and connection.
EEO Statement
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 are a Level 1 Disability Confident employer under the UK Government scheme. If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best, please let us know by emailing us at recruit@rathbones.com.
Mission & Values
We believe in playing the long game: building consistent results, earning trust and doing the right thing for our clients, colleagues and the communities we’re part of.
- We aim high.
- We get it done.
- We show we care.
- We do the right thing.
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.
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