Client Service Adminstror

: Role Title: Client Service Administrator Division: Wealth Management Client Care Location: London  Contract: Permanent Working pattern: Hybrid   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'll 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  

• 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.