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Join Pinsent Masons, a leading alternative legal services provider. Vario is a practice group within Pinsent Masons, incorporating Flexible Services, Consulting and Technology, Legal Project Management and Managed Legal Services (MLS). You can contact Victoria by emailing careers@pinsentmasons.

Company description: At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money, we guide people through lifes big moments, helping them stay on track and focus on what matters most. Were proud to be one of the UKs leading wealth managers, with over £109bn* in assets under management and 20+ offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing. *As of June 2025 Job description: Role Title: Client Service Executive Division: Wealth Management Proposition and Client Experience Location: Edinburgh Contract: Permanent Working pattern: Hybrid About the Role In this client-facing position, you will handle service and relationship management responsibilities. You will be the main point of contact for all client lifecycle tasks and inquiries, managing these processes for your investment management team while ensuring high-quality client service. This position offers the chance to provide valuable support to the Senior Investment Director and other key stakeholders during a period of significant change and transformation at Rathbones. You will have the autonomy to make this role your own and access opportunities for career advancement within the organisation's established career pathways. What youll be responsible for Develop and maintain relationships with 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. 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. 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. Undertakes more complex Client Lifecycle processes such as estate/deceased/probate. Work closely with the team and wider administration functions to develop and share best practice. About you If you meet some of these criteria and are excited about the role, we encourage you to apply Experience working within a similar role in Financial Services managing end-to-end administration processes (ideally within Investments) Demonstrates a broad understanding of Client Lifecycle processes (ideally within Investments) Client Facing Experience within a similar environment Broad understanding of Rathbones client Proposition Suite is desirable. Investment Operations Certificate qualification is desirable We offer: 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 Flexible holidays purchase up to 5 additional days Discretionary bonus 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 community.These 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, Take a moment to pause (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 Level 1 Disability Confident employer 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. If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at 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. TPBN1_UKTJ