Client Service Executive - Liverpool, United Kingdom - Rathbones

Rathbones

Verified Company

Liverpool, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

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.

Department:
Financial Planning

Location:
Liverpool

Contract Type:
Permanent

Reporting to:
Client Team Manager

The Role

To coordinate and ensure that excellent continuity and completeness of service promised to each client is provided in the local office working as part of the client team.

Ensuring that all work agreed with a client is delivered and accounted for correctly.

Outcomes of the Role
As requested by your Financial Planner, to proactively engage with clients to help them get up to date with matters in hand (within MiFID II procedures)
To remind FPs and schedule Annual Reviews as they fall due (working with the Client Support Team)
To coordinate work of FPs, FPAs and others in the delivery of service to clients.
Effective management of workloads
Provision of administrative support to Financial Planners
Maintain client records and internal CRM systems in accordance with the firm's procedures
Follow all regulatory requirements including internal procedures and training for AML, complaints and MiFID II
Support relationships with IMs, Clients, external providers and all other stakeholders
Keep up with and participate in regular Model Office team communications and meetings and complete your actions in a timely manner
Provide support, guidance and training to other team members
Keep up to date with changes in procedures and follow them at all times
Other duties as directed by the department/line manager
Provide similar support to other offices or teams when cover is required as decided by line managers

Knowledge & Experience
GCSE English and Maths, (or equivalent), grades A-C
CII exams beneficial but not essential
Minimum of 12 months in similar role where the above skills where in evidence and used frequently.
A good understanding of Financial Services administration practices. DFM knowledge would be beneficial for not essential.
Understanding and knowledge of client and Investment Managers' expectations
Ability to work with multiple Financial Planners and set and review priorities.
Competence when using Microsoft Office packages, Word (Advanced) and Excel (Intermediate) and other RFP packages
Excellent communication skills
High standard of accuracy and attention to detail.
Time management