Client Service Administration Specialist
2 weeks ago
About Schroders
Schroders is a global investment manager with over 200 years of experience. We help institutions, intermediaries, and individuals around the world invest money to meet their goals and prepare for the future. With approximately 6,000 employees across six continents, we adapt to changes in society and technology while remaining committed to helping our clients and society prosper.
The Role
We are seeking a Client Service Administration Analyst to join our Client Service Administration team. As part of our new Client Service Global Centre of Excellence (CoE), the team will be responsible for providing client service administration support to Global Client Service teams within the Client Group. This role will involve tasks such as platform data management, annual audit requests, and client service data production.
Key Responsibilities
- Source the required data for new funds from Golden source data providers or internal fund documentation (fact sheets, etc.).
- Complete appropriate file formats for upload to the platform and resolve any errors.
- Ensure quality assurance checks are carried out prior to uploading or sending completed files to clients or platforms.
- Assist in collecting information for client due diligence requests on Schroders entities.
- Retrieve relevant invoices from platform providers and provide them to the relevant team member for further checks.
- Support the production of various Key Performance Indicator (KPI) reports, such as onboarding stats for senior management.
- Coordinate with external service providers and internal teams to gather data for external audit requests.
- Maintain a list of 3rd party distributors and their contact details for communications.
- Assist in answering queries from 3rd party distributors regarding fund launches and corporate action communications.
- Investigate returned mailing communications sent to 3rd party distributors and update details accordingly.
- Produce accurate and complete reports using data from internal and external sources.
- Adhere to agreed production schedules and distribute reports after quality assurance activities.
- Receive dealing instructions from clients and forward them to the relevant transfer agent.
- Manage workload according to deadlines.
- Follow department controls and procedures.
- Continuously improve processes and challenge the status quo.
- Collaborate with others to build a positive and supportive working environment.
Requirements
- Strong attention to detail for delivering high-quality, accurate outputs.
- Excellent interpersonal and communication skills for liaising with stakeholders and external parties.
- Ability to problem-solve and prioritize tasks effectively.
- Knowledge of financial services, including investment funds, is beneficial.
- Team player who contributes to overall team effectiveness.
- Open to feedback, receptive to change, and continually seeking self-improvement opportunities.
- Proficiency in Microsoft Office, particularly Excel.
- Fluency in Hebrew.
About Schroders
Schroders is a global investment manager with over 200 years of experience. We help institutions, intermediaries, and individuals around the world invest money to meet their goals and prepare for the future. With approximately 6,000 employees across six continents, we adapt to changes in society and technology while remaining committed to helping our clients and society prosper.
Our Values
We recognize potential, whoever you are. At Schroders, we believe in the power of diversity and inclusion. We value different perspectives and experiences, as they allow us to make better decisions and achieve our purpose of providing excellent investment performance to clients. We are an equal opportunities employer, and we welcome individuals from all backgrounds, regardless of age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristics.
-
Client Service Administration Specialist
2 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeClient Service Administration SpecialistWe are seeking a skilled Client Service Administration Specialist to join our Client Service Administration team. The successful candidate will be responsible for providing client service administration support to Global Client Service teams within the Client Group.Key responsibilities include:* Source required data...
-
Client Service Administration Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleSchroders is seeking a Client Service Administration Analyst to join our Client Service Administration team. As part of our Client Service Global Centre of Excellence, the team will provide client service administration support to Global Client Service teams within the Client Group.Key ResponsibilitiesSource and manage client and platform data,...
-
Client Service Administration Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleSchroders is seeking a Client Service Administration Analyst to join our Client Service Administration team. As part of our Client Service Global Centre of Excellence, the team will provide client service administration support to Global Client Service teams within the Client Group.Key ResponsibilitiesSource and manage client and platform data,...
-
Client Service Administration Specialist
3 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleSchroders is seeking a Client Service Administration Analyst to join our Client Service Administration team. As part of our Client Service Global Centre of Excellence, the team will provide client service administration support to Global Client Service teams within the Client Group.Key ResponsibilitiesSource and manage client and platform data,...
-
Client Service Administration Specialist
3 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleSchroders is seeking a Client Service Administration Analyst to join our Client Service Administration team. As part of our Client Service Global Centre of Excellence, the team will provide client service administration support to Global Client Service teams within the Client Group.Key ResponsibilitiesSource and manage client and platform data,...
-
Client Service Administration Specialist
3 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleSchroders is seeking a Client Service Administration Analyst to join our Client Service Administration team. As part of our Client Service Global Centre of Excellence, the team will provide client service administration support to Global Client Service teams within the Client Group.Key ResponsibilitiesSource and manage client and platform data,...
-
Client Service Administration Specialist
3 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleSchroders is seeking a Client Service Administration Analyst to join our Client Service Administration team. As part of our Client Service Global Centre of Excellence, the team will provide client service administration support to Global Client Service teams within the Client Group.Key ResponsibilitiesSource and manage client and platform data,...
-
Client Service Administration Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled Client Service Administration Analyst to join our team at Schroders. As a key member of our Client Service Administration team, you will be responsible for providing exceptional support to our Global Client Service teams.Key ResponsibilitiesSource and manage data for new funds, ensuring accuracy and...
-
Client Service Administration Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled Client Service Administration Analyst to join our team at Schroders. As a key member of our Client Service Administration team, you will be responsible for providing exceptional support to our Global Client Service teams.Key ResponsibilitiesSource and manage data for new funds, ensuring accuracy and...
-
Client Service Administration Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled Client Service Administration Analyst to join our team at Schroders. As a key member of our Client Service Administration team, you will be responsible for providing exceptional support to our Global Client Service teams.Key ResponsibilitiesSource and manage client and platform data, ensuring accuracy and...
-
Client Service Administration Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled Client Service Administration Analyst to join our team at Schroders. As a key member of our Client Service Administration team, you will be responsible for providing exceptional support to our Global Client Service teams.Key ResponsibilitiesSource and manage client and platform data, ensuring accuracy and...
-
Client Service Administration Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled Client Service Administration Analyst to join our team at Schroders. As a key member of our Client Service Administration team, you will be responsible for providing exceptional support to our Global Client Service teams.Key ResponsibilitiesSource and manage data for new funds, ensuring accuracy and...
-
Client Service Administration Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled Client Service Administration Analyst to join our team at Schroders. As a key member of our Client Service Administration team, you will be responsible for providing exceptional support to our Global Client Service teams.Key ResponsibilitiesSource and manage data for new funds, ensuring accuracy and...
-
Client Service Administration Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleSchroders is seeking a highly skilled Client Service Administration Analyst to join our team. As a key member of our Client Service Administration team, you will be responsible for providing exceptional support to our Global Client Service teams.Key ResponsibilitiesSource and manage platform data, ensuring accuracy and quality.Support the...
-
Client Service Administration Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleSchroders is seeking a highly skilled Client Service Administration Analyst to join our team. As a key member of our Client Service Administration team, you will be responsible for providing exceptional support to our Global Client Service teams.Key ResponsibilitiesSource and manage platform data, ensuring accuracy and quality.Support the...
-
Senior Pension Administrator
4 weeks ago
Horsham, West Sussex, United Kingdom Dimensions Specialist Recruitment Ltd Full timeSenior Pension Administrator Job DescriptionWe are seeking a highly skilled and experienced Senior Pension Administrator to join our team at Dimensions Specialist Recruitment Ltd. As a Senior Pension Administrator, you will play a crucial role in the administration of our pension schemes, ensuring that all activities are carried out efficiently and...
-
Senior Pension Administrator
4 weeks ago
Horsham, West Sussex, United Kingdom Dimensions Specialist Recruitment Ltd Full timeSenior Pension Administrator Job DescriptionWe are seeking a highly skilled and experienced Senior Pension Administrator to join our team at Dimensions Specialist Recruitment Ltd. As a Senior Pension Administrator, you will play a crucial role in the administration of our pension schemes, ensuring that all activities are carried out efficiently and...
-
Financial Services Administrator
4 weeks ago
Horsham, West Sussex, United Kingdom Reed Full timePension and Investment Administrator Job DescriptionReed Specialist Recruitment is proud to represent one of the UK's largest financial networks, seeking a new Pension and Investment Administrator to support their advisers in servicing clients.Main Responsibilities:Deliver Client Best Interest outcomes by promoting our policy and taking responsibility for...
-
Financial Services Administrator
4 weeks ago
Horsham, West Sussex, United Kingdom Reed Full timePension and Investment Administrator Job DescriptionReed Specialist Recruitment is proud to represent one of the UK's largest financial networks, seeking a new Pension and Investment Administrator to support their advisers in servicing clients.Main Responsibilities:Deliver Client Best Interest outcomes by promoting our policy and taking responsibility for...
-
Client Service Administration Analyst
1 week ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a Client Service Administration Analyst to join our team at Schroders. As a key member of our Client Service Administration team, you will be responsible for providing client service administration support to Global Client Service teams within the Client Group.Key ResponsibilitiesSource and manage client and platform data,...
