Client Services Executive

Closing Date: Wednesday 14 February 2018
Primary Location: Chichester
Contact Email Address: recruit@rathbones.com
Contact Name: Bianca Martin

An exciting opportunity has arisen for a Client Service Executive with exemplary administration and communication skills to join our Chichester office.

In this full-time role you will support the Investment team as needed and will work closely with your stakeholders to manage, direct and enhance comprehensive investment administration support. Administrative tasks will include systems maintenance, client account opening, amendments and transfers and arranging client payments whilst ensuring internal and regulatory policy is adhered to. You will liaise regularly with clients to build relationships and keep them regularly informed to ensure a high standard of client service delivery. You will also be expected to approach tasks in a pro-active manner and keep both clients and teams updated on task progress and completion

Ideal applicants will:

  • Be of graduate calibre or equivalent experience
  • Desire and aptitude to study for professional qualifications whilst working full time
  • Have a demonstrable interest in financial services and investments
  • Pro-active approach to task completion
  • Strong prioritisation and organisation skills with a flexible approach to tasks
  • Strong client service orientation with a results focus
  • Excellent attention to detail
  • Demonstrable verbal and written communication skills
  • Strong excel and computer systems skills, experience using a CRM would be advantageous
  • Previous industry experience would be advantageous