Client Service Administrator

Rathbones provides individual investment and wealth management services for private clients charities trustees and professional partners. We have been trusted for generations to manage and preserve our clients wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UKs most responsible wealth manager.

In business since 1742.
A FTSE 250 listed company.
Managing more than 113 billion* for our clients.
20 offices throughout the UK and Jersey.

*Funds under management at 30 September 2025.

Role Title: Client Service Administrator

Division: RIM

Location: Leeds

Contract: Permanent

Hiring Manager: Marie-Anne Hirst

Working pattern: Hybrid

About the Role

Provides comprehensive administrative and client life cycle processing support to ensure effective and efficient operations to deliver excellent client experience. This is a client facing role and is an entry level role for Client Service. The role holder will be part of a team thats run by a central group but works daytoday in the local office.

What youll be responsible for

• Efficiently manages client admin tasks with a focus on data accuracy including onboarding transfers payments account updates closures and estate administration.
• Provides operational support such as booking meeting rooms processing expenses and preparing meeting packs and correspondence.
• Assists with the investigation and resolution of client queries referring 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 communications processes ensuring that correspondence is updated as required.
• Creates and amends presentations or literature for client meetings.
• Maintains team diaries arranging meetings and organising travel.
• 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.
• Office duties to include covering phones.

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
• Demonstrable interest in administration career and has evidence of proactively developing self.
• Experience working in a similar role in Financial services is advantageous.
• Grade 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 years 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 include:

• Sports & Social Committees such as cricket football netball running yoga quiz nights charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance Multicultural Abilities Count Pride Social Mobility Generations Menopause and Armed Forces.
• The NextGen IM Network which brings together a community of trainees from across the UK who are all at the early stages of their careers and offers development opportunities exposure across the business as well as peer support and connection.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector to achieve this we are working hard to build a diverse equal and inclusive workplace that motivates develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones we provide meaningful work opportunities and a voice to all.

We are committed to building a team that is made up of diverse skills experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

Were a Disability Confident Employer (level 2) under the UK Government scheme. This means weve signed up to a set of commitments around how we recruit retain and develop people with disabilities. Find out more about the Government Scheme online click here. If you require adjustments to apply for a role at Rathbones please contact us via to let us know what adjustments you may need.

Mission

We believe in playing the long game. That means building consistent results earning trust and doing the right thing for our clients our colleagues and the communities were part of.

Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing

These arent just words on a wall. They guide how we treat each other how we make decisions and how we build relationships that last.

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 dont miss out.

Required Experience:

Unclear Seniority

Employment Type : Full Time
Experience: years
Vacancy: 1