Client Services Manager

7 days ago

London, Greater London, United Kingdom Schroders Full time
Company Overview
We are a global investment manager, helping institutions, intermediaries, and individuals around the world invest money to meet their goals, fulfill their ambitions, and prepare for the future. Our company has been around for over 200 years, but we keep adapting as society and technology change. We have around 6,000 people on six continents.

Our Team
We are one of the largest UK-based wealth management firms, headquartered in London but with offices around the country. We help private clients, families, charities, and some institutions meet their long-term goals by offering our expertise in investment, wealth planning, lending, and family office services. We draw on the resources of the Schroders group, as well as having our own in-house investment team.

Job Description
We are looking for a Client Services Executive to work closely with Portfolio Managers and Directors, handling administrative duties promptly for our clients, setting up accounts for new clients, and ensuring client accounts are compliant and in-keeping with current regulation and procedures. The ideal candidate will be a good communicator, self-motivated, and enthusiastic, with great attention to detail and the ability to work under pressure and with tight deadlines. They should also be willing to learn and develop, and have a desire to work with colleagues to achieve excellent client outcomes.

What You'll Do
• Work closely with Portfolio Managers and Directors to develop relationships of trust
• Handle administrative duties promptly for our clients, such as cash transfer requests and monitoring overdrafts
• Set up accounts for new clients
• Help ensure client accounts are compliant and in-keeping with current regulation and procedures
• Be a point of contact for clients and professional advisers, reacting to all enquires in a timely manner and maintaining a record of responses
• Have regular communication with the client team to discuss client queries
• Help team members complete and distribute client reports, such as portfolio valuations and tax reports, particularly at the end of the quarter
• Contribute to business-wide client service and internal process committees
• Work closely with our Operations teams to make our clients' experience seamless
• Attend client meetings with Portfolio Managers & Directors
• Take responsibility for systems' training, testing, and improving internal processes
• Have excellent technical knowledge and the experience to highlight and share best practice throughout the business when required
• Mentor less experienced colleagues and be involved with training
• Embody the core Schroders' values of Excellence, Innovation, Teamwork, Passion, and Integrity in all aspects of your work

The Knowledge, Experience, and Qualifications You Need
• Excellent IT skills, especially with the Microsoft Office suite
• Experience of client service
• A keen interest in helping our clients and their families
• Excellent communication skills and an ability to multi-task
• Previous experience of collaboration and teamwork

What You'll Be Like
• A really good communicator – great at listening, being clear, and giving reassurance
• Self-motivated and enthusiastic
• Good at working in a team, and with other teams
• Great attention to detail
• Able to work under pressure and with tight deadlines
• Show a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcomes

We Recognise Potential, Whoever You Are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

Estimated Salary: £45,000 - £60,000 per annum (dependent on experience)

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