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: Role Title: Client Service Executive Location: Cheltenham Hiring Manager: Client Service Lead Contract: Permanent Purpose: Client facing role with responsibility for service and relationship management. Lead contact for all Client Lifecycle tasks and queries. Manages all client lifecycle processes and oversees the operating model for their respective investment management team whilst delivering and contributing to excellent client service. The role holder will work within a model which is managed centrally and embedded locally. Outcomes for the role: Develop and maintain relationships with clients and business stakeholders, utilising knowledge of the business and client requirements to deliver the desired client outcomes.Manage the client lifecycle administration process to ensure a timely and efficient client experience.Take ownership and accountability for all client administration tasks. Act as the main liaison between the client, investment team, operations and other key stakeholders and ensure all parties are kept informed.Ensure all client lifecycle processes are followed and adhered to in accordance with the Operating Model (e.g. end-to-end management of account opening, on-boarding and transfer processes; processing client payments and account amendments; supporting quarterly portfolio valuation processes) whilst all process enhancement suggestions are escalated accordingly. Follows group wide processes to meet KPI benchmarks.Understand client suitability requirements and support your investment team with regard to gathering the relevant information to support client suitability, producing client summaries/welcome letters.Work closely with the team and wider administration functions to develop and share best practice.Act as the first point of contact for clients, assuming the role of the go to person for administration queries. This includes attending client meetings and leading discussions regarding client administration matters.Undertakes more complex Client Lifecycle processes such as estate/deceased/probate.Demonstrates a broad understanding of Client Lifecycle processes and Rathbones Products & Services. Measures of success: Maintain client support systems and data with a high level of accuracy. Identify opportunities for operational efficiency and process improvement by maintaining and building good relationships with the team and wider functions, taking responsibility for sharing knowledge and business updates with your own team and/or department as appropriate in order to drive efficiency. Lead and take ownership on all administration activity, alleviate the admin burden from Investment Managers in order to support Growth. Attendance at Client Support meetings, contribute by sharing good practice and process improvement suggestions. Collaborates effectively within the team and beyond. Proactively seeks to participate in project work or working groups. Is proactively in embracing change and new technology. Consistently lives all the Rathbones values. Professional experience and qualifications: Experience working in a similar role in Financial Services managing end-to-end administration processes. Client Facing Experience (desirable). Investment Operations Certificate qualification (desirable) Progression from CSA role or equivalent external experience. Grades A-C at GCSE or equivalent in English and Maths. Broad understanding of Proposition Suite. Knowledge of regulatory environment in which we operate. Understanding of the products and services we provide.