Client Executive Assistant

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 worlds 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 4600 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 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.

Overview of Role

We are now looking to recruit a Client Service Executive to provide administrative services for Rothschild & Co Wealth Management clients and to support our 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 operational departments interacting with colleagues in Milan Paris London and Zurich.

Responsibilities

Act as the primary operational contact for clients and Client Advisers managing administrative queries and ensuring timely resolution in line with internal procedures and SLAs.

Coordinate client onboarding for individuals corporate and trust structures including AML/KYC documentation static data setup and regulatory compliance.

Maintain accurate client data and documentation across systems ensuring proper authorisation and availability for KYC and regulatory purposes.

Manage cash operations (recurring and adhoc payments) correct fee application and support firstlevel operational controls.

Support client reporting and valuations escalate incidents and complaints and contribute to process and system improvements.

Experience Skills and Competencies Required

• Ability to maintain high level of attention to detail even when working under pressure

• High level of confidentiality in respect of information/documents/projects being produced/undertaken

• Strong organizational skills and ability to prioritize and meet deadlines

• Service orientated both to internal and external clients

• Ability to manage multiple projects simultaneously with high accuracy and attention to detail.

• Self-starter and team player

• Proficiency in mastering all Office tools

• Italian (mother tongue) - English (fluent) - French (preferable)