Client Service Executive - Charities

CompanyRathbones

LocationLondon, England, United Kingdom

Posted At1/29/2026

UK Visa Sponsorship Analytics

Analytics are greyed out due to low classification confidence (57.0%).

Occupation Type

Customer service occupations not elsewhere classified.

Occupation Code Skill LevelIneligible

Sponsorship EligibilityIneligible for Sponsorship

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Description

Job description:

Role Title: Client Service Executive

Division: Charities

Location: London (Hybrid working)

Contract: Permanent

Purpose:

Charities client facing role with responsibility for service and relationship management. Lead contact for all Charities Client Lifecycle tasks and queries. Manages all Charities client lifecycle processes and oversees the operating model for their respective investment management team whilst delivering and contributing to excellent client service.

Outcomes for the role:

Develop and maintain relationships with Charities clients and business stakeholders, utilising knowledge of the business and client requirements to deliver the desired client outcomes.
Manage the client lifecycle administration process to ensure a timely and efficient client experience.
Take ownership and accountability for all client administration tasks. Act as the main liaison between the client, investment team, operations and other key stakeholders and ensure all parties are kept informed.

Ensure all client lifecycle processes are followed and adhered to in accordance with the Operating Model (e.g. end-to-end management of account opening, on-boarding and transfer processes; processing client payments and account amendments; supporting quarterly portfolio valuation processes) whilst all process enhancement suggestions are escalated accordingly. Follows group wide processes to meet KPI benchmarks.

Understand client suitability requirements and support your investment team with regard to gathering the relevant information to support client suitability, producing client summaries/welcome letters.

Work closely with the team and wider administration functions to develop and share best practice.

Act as the first point of contact for clients, assuming the role of the “go to” person for administration queries. This includes attending client meetings and leading discussions regarding client administration matters.

Demonstrates a broad understanding of Charities Client Lifecycle processes and Rathbones Products & Services.

Professional experience and qualifications required:

Experience working in a similar role in Financial Services managing end-to-end administration processes.

Charities Client Facing Experience (desirable).

Investment Operations Certificate qualification (desirable)

Progression from CSA role or equivalent external experience.

Grades A-C at GCSE or equivalent in English and Maths.

Broad understanding of Proposition Suite.

Knowledge of regulatory environment in which we operate.

Understanding of the products and services we provide.