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 Administrator
Location: Chichester
Contract: Perm
About the Role
Provides comprehensive administrative and client life cycle processing support to ensure effective and efficient operations to deliver an excellent client experience. This is a non-client facing role and is an entry level role for Client Service. The role holder will work within a model which is managed centrally and embedded locally.
What youll 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 any 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 communication processes, ensuring that correspondence data is updated as required.
* Creates and amends presentations or literature for client meetings.
* Maintains team diaries, arranging meetings and organising travel.
* Takes meeting minutes as required.
* 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 reception/ post duties for the office
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 an administration career and has evidence of proactively developing self.
* Experience working in a similar role in Financial Services is advantageous.
* Grades A-C at GCSE or equivalent in English and Maths.?
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