Client Relationship Executive

6 days ago


Edinburgh, Edinburgh, United Kingdom Schroders Recruitment Full time
Job Description

We are looking for a Client Contract and Services Executive to join our team at Cazenove Capital.

Main Responsibilities
  • Manage Client Accounts: Oversee the setup and maintenance of client accounts, ensuring compliance with regulatory requirements.
  • Develop Relationships: Build and maintain relationships with clients and professional advisers through effective communication and customer service.
  • Support Reporting: Collaborate with teams to prepare and distribute client reports, such as quarterly portfolio valuations and tax reports.
Required Qualifications and Skills
  1. Technology Expertise: Strong knowledge of Microsoft Office software and related systems.
  2. Excellent Communication: Ability to communicate effectively with clients, colleagues, and other stakeholders.
  3. Continuous Learning: Commitment to ongoing learning and professional development.
Compensation and Benefits

This position comes with a salary range of £45,000-£65,000 per year, depending on your level of experience. You will also have access to our comprehensive training program and opportunities for career advancement within the company.



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