Client Services Executive

Rothschild & Co

View: 105

Update day: 20-02-2024

Location: Milan Lombardy

Category: Executive management


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Job content

About us

As one of the world’s largest independent financial advisory groups, we know that it takes a distinct perspective to make a meaningful difference to our clients’ business and wealth.
Rothschild & Co is a global and family-controlled group. We provide M&A, strategy and financing advice, as well as investment and wealth management solutions to large institutions, families, individuals and governments, worldwide.

Having been at the centre of the world’s financial markets for more than 200 years we can rely on an unrivalled global network of more than 3,800 talented employees and a track-record of outstanding execution with 50 offices around the world.

Our integrated global network of trusted professionals and decision makers around the world provide in-depth market intelligence, meaning we can be closer to current issues than any other global financial institution in our core markets.

It is this scale, local knowledge and intellectual capital that allow us to provide a distinct perspective and effective long-term solutions for our partners.

Rothschild & Co Wealth Management

Within Wealth Management we offer an objective long term perspective on investing, structuring and safeguarding assets, to preserve and grow our clients’ wealth.

We provide a comprehensive range of Wealth Management services to some of the world’s wealthiest and most successful families, entrepreneurs, foundations and charities. In an environment where short-term thinking often dominates, our long –term perspective sets us apart. We believe preservation-first is the right approach to managing wealth.

Overview of Role

Client Service Executive provides administrative services for Rothschild & Co Wealth Management and support Client Adviser teams in their delivery of clients’ requirements. The position requires regular client contact and working closely internally with the Client Advisers, Portfolio Managers, Compliance and individual operational departments.


  • 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

  • Play a role in coordinating the administrative workload for the team, ensuring the workload is shared evenly

  • 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

Cash Management

  • 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 in conjunction with the Client Adviser and Portfolio Manager.

  • Ensure the correct management fee structures are implemented as per the client mandate.

Client Take On

  • 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.

Client Data, Correspondence and Account Maintenance

  • 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

Valuations and Reporting

  • 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

Forms, Complaints and Systems

  • 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

Experience, Skills and Competencies Required

  • Previous experience in a similar role at a Wealth Management firm

  • 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)

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Deadline: 05-04-2024

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