Wealth Planning Client Support Executive

1 week ago

London, Greater London, United Kingdom Schroders Full time
Company Overview

As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future.

But as the world changes, so do our clients' needs.

That's why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients.

Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction.

We are responsible for £418.2 billion (€476.3 billion/$543.3 billion)* of assets for our clients who trust us to deliver sustainable returns.

We remain determined to build future prosperity for them, and for all of society. Today, we have 4,100 people across six continents who focus on doing just this.
We are a global business that's managed locally. This allows us to always keep our clients' needs at the heart of everything we do.

For over two centuries and more than seven generations we've grown and developed our expertise in tandem with our clients' needs and interests.

Explore our interactive timeline to see how we've been shaping financial futures since our very beginnings.

Who we're looking for
An experienced Client Support Executive to provide proactive and efficient administration support to our Wealth Planners.

The Client Support Executive role is key in providing full administrative support directly to new and existing clients, aligned to Wealth Planners and Para-Planners within the team, ensuring that all new business documentation is accurate and processed in line with agreed service standards.

What you'll need to do

  • To train, develop and grow into experienced Wealth Planning Client Service Executive.
  • To fully understand the role and the expectations of the role from both a Schroders and a regulatory perspective.
  • To be able to provide proactive and efficient administration support to Wealth Planners, Para Planners and team colleagues, in support of customer service excellence for new and existing clients.
  • Obtain and understand information and quotations required by Wealth Planners/Para-Planners to enable them to research the client's needs prior to recommendations, as and when required.
  • Learn to process new business from submission to completion in adherence to the service standards and operational Wealth Planning procedures and activity management.
  • Learn to process and understand all the key servicing elements in support of our client's needs and objects. Surrenders, Withdrawals & Income payments as an example.
  • Understand and follow compliant record keeping in the electronic folders and within Intelligent Office, T24 and Folio as appropriate.
  • To ensure you scan and save all documents as required, demonstrating that you understand the processes and that all team members can follow and work from your audit trail and file structure on a case by case basis.
  • Carry out all client administration in line with the compliance guidance as well as central policies and updates and department standard operating procedures.
  • Keep Wealth Planners up to date with relevant information relating to client issues.
  • Deal with incoming telephone calls relating to the above duties, and take messages for colleagues.
  • Ensure main duties are carried out fully in an efficient and professional manner paying particular attention to detail.
  • Attend regular team meetings.
  • Effectively communicates with Head of Wealth Planning Administration making them aware of any problems or worries in relation to carrying out own duties.
The knowledge, skills and qualifications we're looking for

  • A-C grade GCSE, or equivalent, in Mathematics and English
  • Higher Education qualification preferred.
  • Be prepared to study towards industry qualifications as you grow and develop in your role in support of your training and development in becoming a fully competent member of the Wealth Planning Support Team
  • Good IT skills, especially with the Microsoft Office suite
What you'll be like

  • Maintains high professional standards of conduct and practice
  • Good administration skills, with high level of accuracy and attention
  • Ability and willingness to learn processes and procedures
  • Good written and oral communication skills at all levels, both internally and externally.
  • Excellent telephone skills and experience in client liaison
  • Able to work under pressure, prioritise workload and work to deadlines
  • Able to work autonomously/proactively
  • Selfmotivated and enthusiastic
  • Good at working in a team, and with other teams
  • Someone with a real attention to detail
  • Flexible, curious and willing to learn
We're looking for the best, whoever they are
Schroders is an equal opportunities employer. You're welcome here whatever your socio-economic background, race, sex, gender identity, sexual orientation, religious belief, age or disabil

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