Client Service Executive

Rathbone Brothers Plc

Edinburgh, GB
On-site
Client lifecycle administration
Investment management team support
Client-facing position
In this client-facing position, you will handle service and relationship management responsibilities

Job Summary

  • In this client-facing position, you will handle service and relationship management responsibilities.
  • Develop and maintain relationships with clients and business stakeholders, utilising knowledge of the business and client requirements to deliver the desired client outcomes.
  • 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 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

Matching Summary

In this client-facing position, you will handle service and relationship management responsibilities.

Skills & Requirements

Must-have

  • Client lifecycle administration
  • Investment management team support
  • Client-facing position
  • Service and relationship management

Nice-to-have

  • Broad understanding of Rathbones' client Proposition Suite
  • Develop and share best practice

Key Requirements

  • Experience in Financial Services
  • Investment Operations Certificate qualification is desirable

Work Rights

Not specified

Tailored Resume

Cover Letter