Client Service Administrator

Role Title: Client Service Administrator

Location: Chichester

Contract: Permanent

About the Role:

Provides comprehensive administrative and client life cycle processing support to ensure effective and efficient operations to deliver excellent client experience.  This is a client facing role and is an entry level role for Client Service.  The role holder will be part of a team that’s run by a central group but works day‑to‑day in the local office.

What you will be responsible for:

• Efficiently manages client admin tasks with a focus on data accuracy, including onboarding, transfers, payments, account updates, closures and estate administration.
• Provides operational support such as booking meeting rooms, processing expenses and preparing meeting packs and correspondence.
• Assists with the investigation and resolution of client queries, referring investment related queries to team members.
• Communicates with clients as required, giving accurate and up to date information whilst working within information giving limitations.
• Manages mass mailing communications processes, ensuring that correspondence is updated as required.
• Creates and amends presentations or literature for client meetings.
• Maintains team diaries, arranging meetings and organising travel.
• Manages and files correspondence and records in a timely manner ensuring that all client correspondence is saved, filed and archived accordingly to client files.
• Contributes to Client Service meetings, suggesting improvements to procedures.
• Shares best working practice with other Client Service staff.
• Office duties to include covering phones.

About you:

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

• Some knowledge of the regulatory environment in which we operate is advantageous. 
• Awareness of the products and services Rathbones provide
• Demonstrable interest in administration career and has evidence of proactively developing self.
• Experience working in a similar role in Financial services is advantageous.
• Grade A-C at GCSE or equivalent in English and Maths.

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 Disability Confident Employer (level 2) 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, click here. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.