Company description:
A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business.
Job description:
Job Title: Client Service Executive
Department: Rathbones Investment Management
Location: Birmingham
Contract Type: Permanent
The Role
Acts as the primary point of contact for client enquiries. Manages all client lifecycle processes and oversees the operating model for their respective investment management team whilst delivering and contributing to excellent client service.
Outcomes of the Role
1. Develop and maintain relationships with clients and business stakeholders, utilising knowledge of the business and client requirements to deliver the desired client outcomes.
2. Manage the client lifecycle administration process to ensure a timely and efficient client experience.
3. Take ownership and accountability for all client administration tasks. Act as the main liaison between the client, your investment team, operations and other key stakeholders and ensure all parties are kept informed.
4. Ensure all client lifecycle processes are followed and adhered to in accordance with the RIM Operating Model (e.g. end-to-end manageme...