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: Leeds
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:
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, investment team, operations a...