Department: Wealth Management Client Care
Location: Guildford, GB, GU1 3DA; London, GB, EC2V 7QN
Date: 2 Apr 2026
Role Title: Client Service Administrator
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.
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