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Client Data Analyst

1 month ago

Horsham, West Sussex, United Kingdom Schroders Full time
About the Role

We are seeking a highly skilled Data Management Specialist to join our Client Static Data team. As a key member of our team, you will be responsible for maintaining client records, processing changes to client data, and providing support to internal teams.

Key Responsibilities:

  • Maintain client records in T24, including opening and closing of accounts and portfolios
  • Process changes to client data on a daily basis
  • Update client reporting requirements, including setup of third-party recipients
  • Process changes to client fees, including bespoke and special fees
  • Setup new web user clients for eServices and process ad-hoc changes
  • Provide support to local Client Documentation teams in UK, Guernsey, Switzerland, and Singapore
  • Manage client and stakeholder queries proactively, liaising with internal teams

Requirements:

  • Excellent communication and analytical skills
  • Ability to work well within a team environment
  • Proficient in basic software, including Excel
  • Keenness to innovate and improve processes
  • Experience of prioritizing workload, demonstrating a keen eye for detail, problem-solving, and confidence in communicating
  • Being organized and taking the initiative

About Schroders

Schroders is a global investment manager that helps institutions, intermediaries, and individuals around the world invest money to meet their goals, fulfill their ambitions, and prepare for the future. We have around 6,000 people on six continents and have been around for over 200 years. We are committed to helping our clients and society prosper.