Company description:
At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money, we guide people through lifes big moments, helping them stay on track and focus on what matters most.
Were proud to be one of the UKs leading wealth managers, with over £109bn* in assets under management and 20+ offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing.
*As of June 2025
Job description:
Role Title: Client Service Executive
Division: Rathbones Investment Management
Location: Cambridge
Contract: 12 Month FTC
Working pattern: Primarily office based
About the Role
In this role you will act as the primary point of contact for client enquiries. You will manage all client lifecycle processes and oversees the operating model for your respective investment management team whilst delivering and contributing to excellent client service.
This is an interesting and varied role where you will have the opportunity to be involved in office wide projects e.g. marketing or events projects. You will attend client meetings, correspond with clients over the pho...