Client Service Administrator Apprentice - Glasgow, United Kingdom - Fitch Learning

Fitch Learning
Fitch Learning
Verified Company
Glasgow, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Rathbones is a leading provider of individual wealth management, asset management and related services to private clients, charities trustees and professional partners.

They are looking to recruit an apprentice for their Glasgow office.


The role:


To provide 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.


  • Undertakes client administration processes in an efficient manner, ensuring accuracy of data

Tasks include elements of:
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 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.
This role will work towards the Level 3 Investment Operations Technician apprenticeship.


Criteria:
You must have GCSE Maths and English at grades 4-9 or equivalent. In Scotland this would be National 5.


Please note that Fitch Learning are the training provider for this apprenticeship and also support on the recruitment for the apprentices

Job Types:
Full-time, Apprenticeship


Salary:
£23,000.00 per year


Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • Glasgow: reliably commute or plan to relocate before starting work (required)

Work authorisation:

  • United Kingdom (required)

Work Location:
In person

Application deadline: 06/08/2023

Expected start date: 02/10/2023
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