Client Administrator

3 days ago

London, United Kingdom Schroders Full time

Who we're looking for
We are looking for a Client Administrator who can join our UK Distribution team in London.

About Schroders
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 £525.8 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 4,600 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.

We have around 5,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

The base
We moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre. And we have everything we need to work flexibly.

The team
The UK Client Service Team report to the Chief Operating Officer of the UK Client Service Group.

A dedicated team supporting UK Client Service activities for UK Pension Schemes, Insurance Companies, Intermediary Clients, Sub-Advisory and Investment Trust mandates. The UK Client Service Team ensure individual client requirements, regulations, reporting and general queries are accurately assessed, understood and appropriately managed. The UK Client Service Team strive to provide a market leading Client Service experience for our clients. This role offers broad exposure to internal stakeholders and is client facing.

What you'll do
- Strict adherence to Schroders policies and procedures including completion of all internal forms, documentation and sign-off under Schroder ‘Global Institutional Client Take-on' (GICTO) policy prior to applicable lifecycle events.
- Build strong relationships with the Client Executives and Managers to maintain clear communication to ensure client queries are dealt with efficiently. In addition look to build relationships with the Client Directors.
- Handling client requests and queries, problems and complaints from internal and external customers and suppliers.
- Understand the mandate and have consideration about all commercial aspects of the relationship.
- Throughout the process ensure all client obligations are captured ensuring these are delivered timely and accurately.
- Oversee production of client reporting & additional client facing documents either ad hoc or scheduled.
- Support Client Executives and Managers with data or reporting requirement for client presentations.
- Attendance at external client meetings with the Client Director when requested to do so.
- Ensure all amendments to client data are processed and that client data is kept up to date on a timely and accurate basis.
- Ensure that all CRM systems are maintained accurately in a timely manner with up to date client information.
- Uphold and support the values and brand of Schroders to our clients.
- Promote client and consultant relations through excellent service.
- Seek to gain a basic understanding of Schroders products and solutions supported as part of the role.
- Liaison with external & third party administrators where relevant - custodians, transfer agents, clients, consultants, administrators etc.
- Continually reviewing processes, procedures and systems, in conjunction with the rest of your team, the rest of the business and client as appropriate, to ensure that opportunities for improvement are recognised and acted upon and changing client needs are met, arranging calls and meetings where necessary to discuss lessons learned or process improvements
- Understanding industry best practice by participating in industry conferences and relevant forums.

The knowledge, experience and qualifications you need
- Understanding of client lifecycle activities along with understanding of fund operations and
- Effective communication - an exceptional ability to communicate clearly both in writing and verbally
- Data-savvy - ability to interpret and work with financial performance data
- Organised - excellent time management skills with an ability to effectively prioritise mul

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