Client Services Professional
1 week ago
About Schroders
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.
The Role
We are seeking a Client Services Executive to work closely with Portfolio Managers and Directors, developing relationships of trust with clients. You will handle administrative duties, set up accounts, and ensure client accounts are compliant with current regulation and procedures.
Key Responsibilities
- Work closely with Portfolio Managers and Directors to develop relationships of trust with clients.
- Handle administrative duties, such as cash transfer requests and monitoring overdrafts.
- Set up accounts for new clients.
- Ensure client accounts are compliant with current regulation and procedures.
- Be a point of contact for clients and professional advisers, reacting to all inquiries in a timely manner and maintaining a record of responses.
- Help team members complete and distribute client reports, such as portfolio valuations and tax reports.
- Contribute to business-wide client service and internal process committees.
- Work closely with Operations teams to make clients' experiences seamless.
- Attend client meetings with Portfolio Managers & Directors.
- Take responsibility for systems' training, testing, and improving internal processes.
- Have excellent technical knowledge and experience to highlight and share best practice throughout the business.
- Mentor less experienced colleagues and be involved with training.
Requirements
- Excellent IT skills, especially with the Microsoft Office suite.
- Experience of client service.
- A keen interest in helping clients and their families.
- Excellent communication skills and an ability to multi-task.
- Previous experience of collaboration and teamwork.
About Schroders
We are a global investment manager with around 6,000 people on six continents. We have 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.
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