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Client Service Executive - Graduate/Entry Level

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Rothschild & Co

Aug 1

Applications are closed

  • Internship
  • London

Requirements

  • Experience, Skills and Competencies Required
  • Diligent and high level of attention to detail even when working under pressure
  • Strong organisational skills and ability to prioritise
  • Excellent oral and written communication skills
  • Self-starter and team player
  • Ability to work to deadlines
  • Computer literate (MS Office)

Responsibilities

  • Be the primary point of contact for all administrative procedures and ad-hoc queries raised either directly by clients and their appointed representatives, or through Client Advisers
  • Ensure that all parties are kept informed of the progress of all issues and that all queries/questions are resolved in line with internal procedure and to the client’s satisfaction
  • Adhere to all departmental procedures and Service Level Agreements with internal departments or external counterparties whilst identifying any potential enhancement or improvements
  • Ensure all payment requests, either recurring or ad-hoc, are completed in a timely manner having received the appropriately authorised instructions along with all anti-money laundering requirements
  • Provide administrative support for client’s banking requirements including loans, deposits and account transfers
  • Monitor overdrafts that are the result of client activity and ensure corrective action is implemented
  • Ensure the correct management fee structures are implemented as per the client mandate
  • Coordinate, as and when directed by the Client Advisers, the process of new client take on, including onboarding of corporate and trust clients
  • Ensure completion of all client documentation and system required static data
  • Ensure necessary AML and KYC documentation is obtained and reviewed along with all other compliance requirements
  • Manage the take on of all cash and stock positions internally with the back office whilst keeping the appropriate Portfolio Manager and Client Adviser informed of progress
  • Maintain accurate and complete static data on all systems at all times
  • Ensure that any changes are affected in a timely manner, reconfirmed with the client and the appropriate authorisation for changes is received
  • Maintain an overview of client documents and information recorded in internal systems to ensure appropriateness, completeness of information for KYC purposes and that all relevant information may be accessed
  • Coordinate regulatory project work (such as Client CDD reviews, FATCA, etc.) on behalf of the team, liaising with Front Office Support and the Onboarding team where necessary
  • Assist with client reporting to ensure that periodic statements are sent within agreed timeframes
  • These include bank statements, valuations, tax packs and any other documentation required
  • Provide clients with ad-hoc standard reporting as requested
  • Oversee performance reporting and answer client queries when required
  • Report all incidents, monetary errors and client complaints to the Client Adviser and the Head of Front Office Support; making recommendations for change where appropriate
  • Preparation of bespoke reporting and fee calculations
  • Assist in the implementation of all new relevant systems and processes

FAQs

What qualifications are required for the Client Service Executive position?

This role is open to graduates or entry-level candidates, and specific qualifications may vary, but a strong attention to detail, organizational skills, and effective communication abilities are essential.

What will be my main responsibilities as a Client Service Executive?

You will be the primary point of contact for clients regarding administrative procedures, manage cash requests, coordinate new client onboarding, maintain client data, assist with client reporting, and handle forms and complaints.

Is prior experience in finance or wealth management required for this role?

No prior experience is necessary, as this position is suitable for graduates or entry-level candidates; however, an interest in finance and wealth management would be beneficial.

Will I work directly with clients?

Yes, you will have regular contact with clients and their representatives, addressing their administrative queries and ensuring their satisfaction with service provided.

What skills are emphasized for this role?

Key skills include a high level of attention to detail, strong organizational abilities, excellent oral and written communication, the ability to work under pressure, and proficiency in MS Office.

What kind of training will I receive if I am selected?

Upon joining, you will receive training on the specifics of the role, company procedures, and any relevant systems, as well as support from your team members.

Is there an opportunity for growth and career progression in this role?

Yes, Rothschild & Co promotes a culture of professional development and career progression, providing longer-term opportunities based on performance and contribution.

What is the work environment like at Rothschild & Co?

The work environment is designed to be inclusive, supportive, and focused on fostering diverse perspectives, enabling colleagues to achieve personal and professional aspirations.

What are the typical working hours for this position?

The typical working hours may vary based on the team's requirements, but you will be expected to work during standard business hours.

How does Rothschild & Co support diversity and inclusion?

Rothschild & Co is committed to an inclusive environment where diversity is valued, focusing on the attraction, recruitment, and retention of high-caliber talent to benefit both the company and its clients.

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Rothschild & Co

We offer a distinct perspective that makes a meaningful difference to our clients'​ business and wealth.

Finance
Industry
1001-5000
Employees
1810
Founded Year

Mission & Purpose

Rothschild & Co is one of the world's largest independent financial advisory groups. We offer a distinct perspective that makes a meaningful difference to our clients’ business and wealth. With a team of 3,800 talented financial services specialists on the ground in more than 40 countries across the world, we provide independent advice on M&A, strategy and financing, as well as investment and wealth management solutions to large institutions, families, individuals and governments. As a family-controlled business that has been at the centre of the world’s financial markets for over 200 years, we can rely on an unrivalled network of specialists and are known for our track record of outstanding execution in financial services.

Benefits

  • Dental Insurance

  • Paid Holidays

  • Maternity & Paternity Leave

  • Flexible Spending Account (FSA)

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