About this role
Client Service Executive (Belfast, GB, BT1 3FE) at Rathbones | Wealth and Investment Management. Location: Belfast, Northern Ireland, United Kingdom. Role: managing lifecycle, processing payments, attending meetings Requirements: Client-facing role responsible for client lifecycle administration including account opening, onboarding, transfers, payments, valuations and complex processes (estate/deceased/probate). Requires financial services administration experience, regulatory knowledge and GCSEs in English and Maths; Investment Operations Certificate desirable. Category: Finance and Accounting Seniority: Mid Level Certifications: investment operations Commitment: Full Time Workplace: Onsite Languages: English