Client Service Administrator

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At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most. We’re proud to be one of the UK’s leading wealth managers, with over £109bn in assets under management and 20+ offices across the UK and Channel Islands.

We’re a FTSE 250 company with national reach and a local feel – and we’re growing.
* As of June 2025

Provides comprehensive administrative and client life cycle processing support to ensure effective and efficient operations to deliver an excellent client experience. This is a non-client facing role and is an entry level role for Client Service. The role holder will work within a model which is managed centrally and embedded locally.

• 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 any 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 communication processes, ensuring that correspondence data is updated as required.
• Creates and amends presentations or literature for client meetings.
• Maintains team diaries, arranging meetings and organising travel.
• Takes meeting minutes as required.
• 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 reception/ post duties for the office

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 an administration career and has evidence of proactively developing self.
• Experience working in a similar role in Financial Services is advantageous.
• Grades A-C at GCSE or equivalent in English and Maths.

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.

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
• 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
• Other voluntary benefits you can choose to suit you

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 Level 2 Disability Confident Employer under the UK…