# Team Wilson - Client Service Administrator(CSA) [Rathbones](https://www.jorb.ai/firms/rathbones.md) · London · United Kingdom · [Operations](https://www.jorb.ai/jobs/operations.md) Rathbones is hiring a Team Wilson - Client Service Administrator(CSA) in London. Posted 2026-06-08; applications close 2026-08-07. **Apply**: https://yourcareer.rathbones.com/job/London-Team-Wilson-Client-Service-Administrator%28CSA%29-EC2V-7QN/1354348855/ Posted 1d ago. ## Role details ## Role Client Service Administrator Location: London Contract: Permanent Hiring Manager: Ed Martoni ## About the Role Provides comprehensive administrative and client life cycle processing support to ensure effective and efficient operations of their local investment management team and the wider business to deliver an excellent client experience. ## What you’ll be responsible for - Undertakes client administration processes in an efficient manner, ensuring accuracy of data. Tasks include onboarding; transfers; payments; account and data maintenance; closures; and estate administration. - 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 organizing 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. ## 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. - A demonstrable interest in an administration career. - Experience working in a similar role in Financial Services is advantageous. - Grades A-C at GCSE or equivalent in English and Maths. ## Our offer to you We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include: - A company pension - 9% non-contributory or 10% if you contribute 5% - Private medical insurance – Individual on joining, family after 1 year’s service - Life assurance – 8 x salary - Income protection – 75% salary - Company share scheme - Discretionary bonus - Flexible holidays – purchase up to 5 additional days - Green Car Scheme - Family friendly policies – enhanced family leave for parents & carers - Study support – study days and funding for courses and qualifications - Season travel ticket loans - Volunteering days - Gym discounts - Other voluntary benefits you can choose to suit you Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include: - Sports & Social Committees — cricket, football, netball, running, yoga, quiz nights, charity bake sales and more - Inclusion Networks — Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause Matters@Rathbones, Armed Forces - The NextGen IM Network — a community for trainees across the UK offering development opportunities, exposure across the business, peer support and connection ## Life at Rathbones We aim to become an employer of choice for the wealth management sector by building a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all colleagues. Being part of Rathbones means joining a team of passionate professionals in a successful culture that cares for its people. We provide meaningful work, opportunities, and a voice to all. We are committed to building a team with diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values. We’re a Disability Confident Employer (level 2) under the UK Government scheme. This means we’ve signed up to commitments around recruitment, retention and development of people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need. ## Mission We believe in playing the long game—building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of. Our values shape how we work: - We aim high - We get it done - We show we care - We do the right thing We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out. ## Applying to this role This Team Wilson - Client Service Administrator(CSA) role at Rathbones runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications. [Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=rathbones&job=6a25cb7e09c0851555915ba7) ## Other open Operations roles - [Deployment Strategist](https://www.jorb.ai/jobs/69503bea24b8d487f7451b3b.md) at [Palantir](https://www.jorb.ai/firms/palantir.md) – New York, posted 5mo ago - [London – Long Term Internship 2026 – Global Markets Sales Business Management](https://www.jorb.ai/jobs/69eb3a726c188481d064c078.md) at [BNP Paribas](https://www.jorb.ai/firms/bnp-paribas.md) – London, posted 1mo ago - [DUAP Intern - Project Operation](https://www.jorb.ai/jobs/69855b30d2e70b8edfb1e81a.md) at [Deloitte](https://www.jorb.ai/firms/deloitte.md) – Singapore, posted 4mo ago - [Corporate Actions Analyst](https://www.jorb.ai/jobs/69eb3a726c188481d064c0cb.md) at [BNP Paribas](https://www.jorb.ai/firms/bnp-paribas.md) – Singapore, posted 1mo ago - [2026 APAC Long Internship (Jul - Dec) – Securities Services, Digital Transformation – Singapore](https://www.jorb.ai/jobs/69f86c909594725bfe9990af.md) at [BNP Paribas](https://www.jorb.ai/firms/bnp-paribas.md) – Singapore, posted 1mo ago --- Updated: 2026-06-09 Canonical: https://www.jorb.ai/jobs/6a25cb7e09c0851555915ba7