Client Service Executive Job ID: 2598 Department: Wealth Management Client Care Job Category: Front Office Location: Belfast, GB, BT1 3FE Date: 12 Jun 2026 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 Role Title: Client Service Executive Division: Wealth Management Propositions 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. Undertakes more complex Client Lifecycle processes such as estate/deceased/probate. Demonstrates a broad understanding of Client Lifecycle processes and Rathbones Products
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