Client Service Adminstror

Client Service Administrator

Contract: Permanent
Location: London
Hiring manager: Carole Sheridan

About the Role

You will provide comprehensive administrative and client life cycle processing support to ensure effective and efficient operations and an excellent client experience. The role operates within a model managed centrally and embedded locally.

What you’ll be responsible for

• Manage client administration tasks with a focus on data accuracy, including onboarding, transfers, payments, account updates, closures, and estate administration.
• Provide operational support such as booking meeting rooms, processing expenses, and preparing meeting packs and correspondence.
• Assist with investigating and resolving client queries, referring any investment-related queries to the relevant team members.
• Communicate with clients as required, providing accurate and up-to-date information while working within information-giving limitations.
• Manage mass mailing communication processes, ensuring correspondence data is updated as required.
• Create and amend presentations or literature for client meetings.
• Maintain team diaries, arrange meetings, and organise travel.
• Take meeting minutes as required.
• Manage and file correspondence and records in a timely manner, ensuring all client correspondence is saved, filed, and archived appropriately within client files.
• Contribute to Client Service meetings, suggesting improvements to procedures.
• Share best working practices with other Client Service staff.

About you

• Some knowledge of the regulatory environment in which we operate is advantageous.
• Awareness of the products and services Rathbones provides.
• A demonstrable interest in an administration career, with evidence of proactively developing yourself.
• Experience working in a similar role within Financial Services is advantageous.
• Grades A–C at GCSE or equivalent in English and Maths.

Our offer to you

We offer a comprehensive remuneration package (reviewed regularly) and benefits including:

• 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

Employees can also take part in various social groups and communities to support wellbeing, growth, development, and a sense of community, including:

• Sports & Social Committees (e.g., cricket, football, netball, running, yoga, quiz nights, charity bake sales)
• Inclusion Networks (e.g., Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause Matters@Rathbones, Armed Forces)
• The NextGen IM Network, bringing together a community of trainees across the UK early in their careers, offering development opportunities, business exposure, peer support, and connection

Life at Rathbones

Rathbones aims to build 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 culture that cares for its people. Rathbones provides meaningful work, opportunities, and a voice to all, and welcomes applications from all backgrounds.

Rathbones is a Disability Confident Employer (level 2) under the UK Government scheme. If you require adjustments to apply for a role, please contact recruit@rathbones.com.

Mission

We believe in playing the long game: building consistent results, earning trust, and doing the right thing—for our clients, 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, and We do the right thing.

The advert will close once enough applications have been received for the next stage. Please submit your application as soon as possible.