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 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 4,600 talented specialists on the ground in over 40 countries, delivering a unique global perspective across the four market‑leading 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 on 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 focus on the attraction, recruitment, development, retention and progression of high‑calibre talent to ensure we and our clients benefit from the value of diversity.

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 the delivery of clients’ requirements. The position requires regular client contact and close collaboration with 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 set‑up 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 ad‑hoc payments), correct fee application and support first‑level operational controls.
• Support client reporting and valuations, escalated incidents and complaints, and contribute to process and system improvements.

Experience, Skills and Competencies Required

• Ability to maintain a 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 organisational skills and ability to prioritise and meet deadlines.
• Service‑oriented, 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).

One reason for the long‑term success of our business is the importance we place on being principled. It is this belief that drives both the way we work with our clients and the way we hire, manage and develop our people – and we look for the same qualities from them in return.

Our teams reflect the diverse needs of our clients, businesses and the markets we operate in around the world. We value, and seek to maintain, an eclectic mix of skills and backgrounds – encouraging everyone to come together to share their perspectives for the good of each other, the business and our clients.