{ “@context”: “http://schema.org”, “@type”: “JobPosting”, “title”: “Senior Client Service Executive”, “description”: “
Senior Client Service Executive
Location: London
Contract: Permanent
Working pattern: Hybrid
About the Role
The Senior Client Service Executive (Senior CSE) will continue to undertake all existing Client Service Executive responsibilities for their immediate Investment Management (IM) team, alongside additional Senior CSE responsibilities to support the Team and the Client Service Managers. The role holder will work within a centrally managed model embedded locally.
What you'll be responsible for
- Acts as an escalation point for the team and leads problem solving through discussion with key stakeholders across the business.
- Challenges processes, suggests improvements, and raises issues collaboratively with desk, CSL, stakeholders, and the Peter group.
- Consistently delivers all KPIs and Right First Time, leading the wider team and sharing best practice.
- Leads and advocates the client engagement model, sharing knowledge and driving consistent client outcomes.
- Undertakes all existing CSE activities and responsibilities.
- Hosts regular meetings for Client Service Support staff, delivering business updates, receiving queries/issues, and feeding back resolutions. Escalates concerns to the wider Senior CSE group and Client Service Lead and Managers as required.
- Act as first point of contact for Client Service Support staff and supports the team in times of absence.
- Utilises experience and maintains in‑depth knowledge of systems and processes to support IM teams, champions changes with Cloud colleagues, and supports training for new and existing staff.
- Assists with testing and implementation of system changes, supplies feedback as an SME, and collates client feedback with Operational teams to ensure high‑quality client service and processes.
- Champions and supports the delivery of the Client Service Support development programme, coaching and developing staff, providing feedback for probation and appraisal, and coordinating further training.
- Oversees and manages client lifecycle processes for the team, managing capacity and absence issues where required.
About you
- Able to demonstrate full understanding of the client life‑cycle processes.
- Strong teamwork and collaboration skills.
- Professionalism and leadership.
- Excellent communication, critical thinking, and problem‑solving skills.
- Effective time and priority management.
- Experience working as a CSE at Rathbones.
- Experience managing end‑to‑end client lifecycle processes.
- Knowledge of the regulatory environment in which we operate.
- Understanding of the products and services Rathbones provides.
Our offer to you
We offer a comprehensive remuneration package and benefits, reviewed regularly, including:
- A company pension – 9% non‑contributory or 10% if you contribute 5%.
- Private medical insurance – individual at joining, family after 1 year of service.
- Life assurance – 8× salary.
- Income protection – 75% 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.
- Volunteering days.
- Gym discounts.
- Other voluntary benefits you can choose to suit you.
Equalities and Diversity
We're a Disability Confident Employer (level 2) under the UK Government scheme. If you require adjustments to apply for a role at Rathbones, please contact us at recruit@rathbones.com to let us know what adjustments you may need.
#J-18808-Ljbffr”, “datePosted”: “2026-05-15”, “hiringOrganization”: { “@type”: “Organization”, “name”: “Rathbones Group Plc”, “sameAs”: “https://uk.whatjobs.com/pub_api__cpl__432650607__4861?utm_campaign=publisher&utm_medium=api&utm_source=4861&geoID=33” }, “jobLocation”: { “@type”: “Place”, “address”: { “@type”: “PostalAddress”, “addressLocality”: “London” } } }Company: Rathbones Group Plc
Location: London
Job Description:
Senior Client Service Executive
Location: London
Contract: Permanent
Working pattern: Hybrid
About the Role
The Senior Client Service Executive (Senior CSE) will continue to undertake all existing Client Service Executive responsibilities for their immediate Investment Management (IM) team, alongside additional Senior CSE responsibilities to support the Team and the Client Service Managers. The role holder will work within a centrally managed model embedded locally.
What you’ll be responsible for
- Acts as an escalation point for the team and leads problem solving through discussion with key stakeholders across the business.
- Challenges processes, suggests improvements, and raises issues collaboratively with desk, CSL, stakeholders, and the Peter group.
- Consistently delivers all KPIs and Right First Time, leading the wider team and sharing best practice.
- Leads and advocates the client engagement model, sharing knowledge and driving consistent client outcomes.
- Undertakes all existing CSE activities and responsibilities.
- Hosts regular meetings for Client Service Support staff, delivering business updates, receiving queries/issues, and feeding back resolutions. Escalates concerns to the wider Senior CSE group and Client Service Lead and Managers as required.
- Act as first point of contact for Client Service Support staff and supports the team in times of absence.
- Utilises experience and maintains in‑depth knowledge of systems and processes to support IM teams, champions changes with Cloud colleagues, and supports training for new and existing staff.
- Assists with testing and implementation of system changes, supplies feedback as an SME, and collates client feedback with Operational teams to ensure high‑quality client service and processes.
- Champions and supports the delivery of the Client Service Support development programme, coaching and developing staff, providing feedback for probation and appraisal, and coordinating further training.
- Oversees and manages client lifecycle processes for the team, managing capacity and absence issues where required.
About you
- Able to demonstrate full understanding of the client life‑cycle processes.
- Strong teamwork and collaboration skills.
- Professionalism and leadership.
- Excellent communication, critical thinking, and problem‑solving skills.
- Effective time and priority management.
- Experience working as a CSE at Rathbones.
- Experience managing end‑to‑end client lifecycle processes.
- Knowledge of the regulatory environment in which we operate.
- Understanding of the products and services Rathbones provides.
Our offer to you
We offer a comprehensive remuneration package and benefits, reviewed regularly, including:
- A company pension – 9% non‑contributory or 10% if you contribute 5%.
- Private medical insurance – individual at joining, family after 1 year of service.
- Life assurance – 8× salary.
- Income protection – 75% 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.
- Volunteering days.
- Gym discounts.
- Other voluntary benefits you can choose to suit you.
Equalities and Diversity
We’re a Disability Confident Employer (level 2) under the UK Government scheme. If you require adjustments to apply for a role at Rathbones, please contact us at recruit@rathbones.com to let us know what adjustments you may need.
#J-18808-Ljbffr…
Posted: May 15th, 2026