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Client Director Assistant
full-timeLondon

Summary

Location

London

Type

full-time

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About this role

Join us as a Client Director Assistant

  • You’ll be recognised as a first point of contact for clients, answering complex queries and identifying opportunities to help them with their financial needs and goals
  • The role will involve proactive and ongoing client engagement activity to deliver client requests and ensure an outstanding service
  • As a Client Director Assistant, the work you do will make sure our clients feel safe and secure while banking with us
  • This job does not meet Skilled Worker visa sponsorship
  • You'll work from home some of the time, but you'll also spend at least three days a week working from 440 The Strand

What you'll do

We’ll look to you to undertake proactive client contact to build relationships and deliver the day-to-day management of client needs. You’ll deal with a variety of client interactions, outline the different ways they can do their banking, anticipate their extended needs, and support them in choosing the right service options for their personal needs.

In addition to this, you’ll:

  • Work alongside colleagues to achieve wider business goals
  • Orchestrate fulfilment activity sequencing with stakeholders and clients, identifying what needs to be done by when
  • Deepen relationships with clients by identifying areas we can build on our current offering
  • Investigate and resolve complex queries
  • Contact clients through meetings and first point telephony and email communications

The skills you'll need

We’re looking for someone with a good understanding of how to provide a high level of client service and a background of working in a financial services environment.

We’re also looking for:

  • The ability to work within a sales and service culture
  • Good numeracy skills with the ability to use Microsoft Office
  • Excellent communication skills and a customer centric attitude

Hours

35

Job Posting Closing Date:

31/01/2026

Ways of Working:Hybrid

Other facts

Tech stack
Client Engagement,Client Service,Relationship Building,Query Resolution,Stakeholder Management,Financial Needs Assessment,Sales Culture,Numeracy Skills,Microsoft Office,Communication Skills,Customer Centric Attitude,Proactive Contact,Service Delivery

About RBS

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Team size: 1 employee
Industry: Banking

What you'll do

  • The role involves undertaking proactive client contact to build relationships and manage day-to-day client needs, including dealing with various interactions and anticipating extended needs. You will also orchestrate fulfillment activity sequencing with stakeholders and clients and investigate and resolve complex queries.

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Frequently Asked Questions

What does a Client Director Assistant do at RBS?

As a Client Director Assistant at RBS, you will: the role involves undertaking proactive client contact to build relationships and manage day-to-day client needs, including dealing with various interactions and anticipating extended needs. You will also orchestrate fulfillment activity sequencing with stakeholders and clients and investigate and resolve complex queries..

Why join RBS as a Client Director Assistant?

RBS is a leading Banking company.

Is the Client Director Assistant position at RBS remote?

The Client Director Assistant position at RBS is based in London, United Kingdom. Contact the company through Clera for specific work arrangement details.

How do I apply for the Client Director Assistant position at RBS?

You can apply for the Client Director Assistant position at RBS directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.