Client Documentation Officer 20 views

Job Expired

Client Documentation Officer  


Salary: Competitive with an excellent benefits package

Reference Number: VAC 1735

Duration: 12 Month Fixed Term Contract

Location: Liverpool

Please ensure that you quote reference VAC 1735 on all correspondence.

Rathbones provide individual investment and wealth management services for private clients, charities, trustees and professional partners. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Rathbones have been in business since 1742 and are a FTSE 250 listed company.

Our ambition is to be recognised as the UK’s most responsible wealth manager and we see it as our responsibility to invest for everyone’s tomorrow. Looking beyond the short term for the most sustainable outcome. Thinking, acting and investing responsibly. In a reflection of our achievement so far, we were recognised as “ESG Champion of the Year” in the Investors’ Chronicle/Financial Times 2021 Celebration of Investment Awards.


The Role

To perform the day to day activities required to ensure that client documentation suite is of the highest quality and up to date.


Outcomes of the Role

  • Acknowledge and appropriately prioritise ad-hoc changes or requests for new documents from request through to delivery.  In accordance with established procedures, take responsibility for administering changes, creating new documents and liaising with stakeholders to ensure accurate and timely delivery.
  • Highlight to line manager any potential issues which arise as a result of requested changes or the introduction of new documents which could impact on business teams suggesting potential resolutions where possible.
  • Estimate how long any change request will take to complete and identify, document and communicate when changes to one document affect other documents in the client account documentation suite taking appropriate action to ensure consistency of any change across the suite.  Ensure that any updates across the suite are coordinated and that the actions of others involved in the process are followed through in a timely manner or escalated where necessary.
  • Schedule and manage workloads in line with agreed priorities and ensure the expectations of business sponsors for change are effectively managed and positively communicated.
  • Primary responsibility for proof reading, comparison of documents and undertaking quality control of relevant documentation ensuring high standards of accuracy and consistency.
  • In line with regulatory requirements and best practice, ensure that all artwork changes are properly version controlled so that the history of any change is recorded and can be referenced at a later date if required.
  • Administer the sign-off process for all client documents.
  • Maintain WIP spreadsheet by regularly updating with current status of change request

Knowledge, Skills and Experience

  • Likely to possess good academic/professional qualifications
  • Experience of a busy commercial, office environment, preferably including financial services experience
  • Excellent attention to detail and accuracy
  • Must be able to maintain concentration whilst proofing and checking of documents
  • Self starter with good organisational and time management skills
  • PC literate and strong numeracy ability
  • Strong Microsoft Office skills essential
  • Experience of Acrobat Writer a distinct advantage
  • Ability to communicate well with staff at all levels – by phone, email and in person



Rathbones promote a blended working approach and the role will be a mixture of home and office working.

To apply for this role, simply send your CV with a covering letter outlining how you meet the requirements of this role, current remuneration and notice period to People Resource Partner at


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 – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.

Our Rewards & Benefits

We offer a comprehensive remuneration package, which is regularly reviewed. Other benefits include company pension, private medical insurance, life assurance, company share scheme, income protection, season ticket loans and a range of other voluntary benefits.

More Information

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