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 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 ad‑hoc payments), correct fee application and support first‑level 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)
Skills Required
- High level of confidentiality in respect of information/documents/projects
- Strong organizational skills and ability to prioritize
- Service oriented both to internal and external clients
- Proficiency in mastering all Office tools
- Fluent in English and Italian, French preferred
Rothschild & Co Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Rothschild & Co and has not been reviewed or approved by Rothschild & Co.
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Fair & Transparent Compensation — Pay is considered competitive across core markets, and employer-provided salary bands in U.S. postings reinforce transparency on base ranges. Europe and core advisory teams are often characterized as strong on compensation relative to their market positioning.
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Leave & Time Off Breadth — Paid time off in the U.S. is described as starting around four weeks and increasing with seniority, alongside paid holidays and sick time. This points to a broad time-off framework in key offices.
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Retirement Support — A U.S. 401(k) with immediate vesting and a tiered employer match is cited, complementing discretionary bonuses. These features indicate meaningful retirement-focused support within the package.
Rothschild & Co Insights
What We Do
Rothschild & Co is one of the world's largest independent financial advisory groups. We offer a distinct perspective that makes a meaningful difference to our clients’ business and wealth. With a team of 3,800 talented financial services specialists on the ground in more than 40 countries across the world, we provide independent advice on M&A, strategy and financing, as well as investment and wealth management solutions to large institutions, families, individuals and governments. As a family-controlled business that has been at the centre of the world’s financial markets for over 200 years, we can rely on an unrivalled network of specialists and are known for our track record of outstanding execution in financial services. For more information on our group, visit www.rothschildandco.com
