Support Desk Senior Representative

At Rathbones we help people invest their money well so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money we guide people through lifes big moments helping them stay on track and focus on what matters most.

Were proud to be one of the UKs leading wealth managers with over 109bn* in assets under management and 20 offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing.
*As of June 2025

Role Title: Support Desk Senior Representative

Division: Wealth Management Propositions & Client Care

Location: Liverpool

Contract: Permanent

Working pattern: Hybrid

About the Role

On the Online Support Desk you will support clients and colleagues through digital client journeys including DocuSign CRM and our online portal.

What youll be responsible for

As a Senior Online Support Desk Representative you will:

• Deliver a consistently high-quality professional serviceto clients Investment Managers Advisers and internal teams acting as a trusted point of contact
• Own service delivery standards
  Take accountability for meeting team SLAs and regulatory requirements ensuring queries are handled efficiently accurately and with the right level of urgency
• Act as a senior support and escalation point
  Provide guidance and support to team members stepping in where needed to resolve complex queries and maintain service continuity
• Manage and resolve a broad range of queries
  Confidently handle queries from across the business including fund managers assistants and wider group stakeholders
• Take ownership of operational and administrative processes
  Ensure tasks are completed in line with team procedures maintaining accuracy consistency and control
• Support and contribute to project delivery
  Work alongside Specialists and stakeholders on project activity testing and implementation ensuring clear and proactive communication
• Maintain and improve team procedures
  Ensure documentation reflects current processes regulatory requirements and best practice identifying opportunities for improvement
• Lead on training and onboarding
  Support the development of others through structured onboarding coaching and knowledge sharing embedding service excellence standards
• Maintain strong risk awareness and escalation
  Understand key controls (including CASS where relevant) proactively escalating risks or issues to ensure appropriate oversight
• Embed a continuous improvement mindset (Lean / 41)
  Actively contribute to visual management team forums and improvement initiatives identifying and resolving inefficiencies within the desk
• Take ownership of personal and team development
  Stay up to date with regulatory changes industry developments and internal processes proactively identifying and addressing skill gaps
• Drive client experience improvements (CX/UX)
  Identify themes and friction points in client journeys contributing to improvements that enhance efficiency and overall experience
• Support change and system enhancements
  Participate in User Acceptance Testing (UAT) and support the rollout of new systems processes and releases
• Build strong stakeholder relationships
  Develop and maintain effective working relationships across teams acting as a reliable and collaborative partner
• Maintain data integrity and governance standards
  Ensure all activity aligns with Group data governance requirements with a strong focus on data quality and accuracy
• Act with integrity and professionalism at all times
  Uphold conduct rules maintaining confidentiality fairness and trust in all interactions

About you

Provide expert frontline support

• Act as a go-to escalation point for complex client and colleague queries resolving issues efficiently and confidently across systems processes and digital journeys.
• Build strong knowledge of key systems so you can explain how they work in a simple way to clients and colleagues.
• Lead query triage and resolution standards
• Take ownership of prioritising and triaging incoming demand ensuring queries are directed progressed and resolved in line with service expectations

Lead on high quality issue management

• Ensure all issues are accurately recorded tracked and progressed helping to maintain a high standard of end-to-end resolution.
• Support the identification and investigation of system defects working with Specialists and SMEs to gather detail track progress and communicate outcomes.

Act as a day-to-day leader within the team

• Support the smooth running of the desk by helping to prioritise workload guide Representatives and ensure focus on key tasks and service levels.

Coach train and support team capability

• Deliver onboarding and ongoing coaching for the team supporting new processes systems and ways of working and building confidence in handling more technical queries.

Drive continuous improvement

• Identify trends recurring issues and inefficiencies using insight to recommend and implement improvements to processes documentation and client journeys.
• Take ownership of improvement initiatives testing and embedding new ways of working to enhance service efficiency and user experience.

Act as a Subject Matter Expert (SME)

• Develop deep expertise in key systems processes or journeys becoming a trusted point of contact for both the team and wider stakeholders.
• Create and maintain clear process and system documentation improving team efficiency and enabling greater client and colleague self-service.

Support change testing and product delivery

• Work closely with Specialists and product teams to support testing identifying issues provide feedback and embed new releases effectively into frontline operations.

Champion knowledge sharing and best practice

• Capture insights document learnings and actively share knowledge to raise team capability and consistency in service delivery.

Maintain strong risk and compliance standards

• Ensure all activities are carried out in line with internal policies and regulatory requirements supporting a robust and controlled operating environment.

Champion the client experience

• Take accountability for ensuring a seamless consistent and high-quality experience for all users capturing feedback and driving improvements where needed.

Support flexible service delivery

• Contribute to service coverage across core hours (8am-6pm)

Our offer to you

We want everyone at Rathbones to fulfil their potential in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package which we review regularly and benefits include:

• A company pension - 9% non-contributory or 10% if you contribute 5%
• Private medical insurance Individual on joining family after 1 years service
• Life assurance - 8 x salary
• Income protection 75 % salary
• Company share scheme
• Discretionary bonus
• Flexible holidays purchase up to 5 additional days
• Green Car Scheme
• Family friendly policies enhanced family leave for parents & carers
• Study support study days and funding for courses and qualifications
• Season travel ticket loans
• Volunteering days
• Gym discounts
• Other voluntary benefits you can choose to suit you

Our employees can choose to take part in various social groups and communities to support their wellbeing growth development and sense of include:

• Sports & Social Committees such as cricket football netball running yoga quiz nights charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance Multicultural Abilities Count Pride Social Mobility Generations Menopause and Armed Forces.
• The NextGen IM Network which brings together a community of trainees from across the UK who are all at the early stages of their careers and offers development opportunities exposure across the business as well as peer support and connection.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector to achieve this we are working hard to build a diverse equal and inclusive workplace that motivates develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones we provide meaningful work opportunities and a voice to all.

We are committed to building a team that is made up of diverse skills experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

Were a Disability Confident Employer (level 2) under the UK Government scheme. This means weve signed up to a set of commitments around how we recruit retain and develop people with disabilities. Find out more about the Government Scheme online click here. If you require adjustments to apply for a role at Rathbones please contact us via to let us know what adjustments you may need.

Mission

We believe in playing the long game. That means building consistent results earning trust and doing the right thing for our clients our colleagues and the communities were part of.

Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing

These arent just words on a wall. They guide how we treat each other how we make decisions and how we build relationships that last.

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you dont miss out.