Client Service Administrator

Rathbone Brothers Plc

Bournemouth, GB
On-site
Client life cycle processing
Client administration processes
Accurate data maintenance
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

Job Summary

  • 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.
  • We offer a comprehensive remuneration package, which we review regularly, and benefits include: A company pension, Private medical insurance, Life assurance, Income protection, Company share scheme, Discretionary bonus, Flexible holidays, Green Car Scheme, Family friendly policies, Study support, Season travel ticket loans, Volunteering days, Gym discounts.
  • 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.

Matching Summary

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.

Skills & Requirements

Must-have

  • Client life cycle processing
  • Client administration processes
  • Accurate data maintenance
  • Client query investigation
  • Mass mailing communication
  • Timely record management

Nice-to-have

  • Interest in administration career
  • Team player
  • Adaptable
  • Proactive
  • Strong communication skills

Key Requirements

  • Grades A-C at GCSE English and Maths
  • Knowledge of regulatory environment advantageous
  • Experience in Financial Services advantageous

Work Rights

Not specified

Tailored Resume

Cover Letter