Client Service Administrator

Role Title: Client Service Administrator

Location: Guildford

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.