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About Us
Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world’s financial markets.
Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.
We have 4,200 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.
As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.
Rothschild & Co is committed to an inclusive and supportive environment where diversity and different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.
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.
Responsibilities
Cash Management
Client Take On
Client Data, Correspondence and Account Maintenance
Valuations and Reporting
Forms, Complaints and Systems
Experience, Skills and Competencies Required
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