Client Services Professional

1 week ago


Bristol, Bristol, United Kingdom Schroders Full time

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.



  • Bristol, Bristol, United Kingdom Pertemps Professional Recruitment Full time £32

    Pertemps Professional Recruitment is seeking a skilled Social Worker to join our team in Children's Services. As a Social Worker, you will be responsible for providing support and guidance to children and families in need. Our agency post offers a range of benefits, including an easy registration process, referral schemes, and incentives. If you are a...


  • Bristol, Bristol, United Kingdom Schroders Full time

    About SchrodersWe are 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.The RoleWe are seeking a skilled Client Services Executive to join our team. As a Client Services Executive, you will work closely with Portfolio...


  • Bristol, Bristol, United Kingdom GB035 Mercer (UK) Limited Full time

    Job SummaryGB035 Mercer (UK) Limited is seeking a skilled Client Service Administrator to join its Bristol team. This role is part of a business unit responsible for advising corporate clients on insured benefits related to Pensions, Group Income Protection, Group Life Assurance, and Critical Illness.Key Responsibilities• Deliver analytical and consulting...


  • Bristol, Bristol, United Kingdom Howden Group Holdings Full time

    About the RoleWe are seeking a highly skilled Client Services Specialist to join our Pensions team at Howden Group Holdings. As a Client Services Specialist, you will be responsible for delivering exceptional client service and supporting the Consultancy Team with report production.Key ResponsibilitiesComplete work for scheme renewals or market reviews in...


  • Bristol, Bristol, United Kingdom Howden Group Holdings Full time

    About UsHowden is a collective – a group of talented and passionate people all around the world. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mind-set, and our strength lies in our ability to collaborate as a powerful international team comprised of 15,000 employees spanning over 100 countries.Our...


  • Bristol, Bristol, United Kingdom Howden Group Holdings Full time

    About UsHowden is a collective – a group of talented and passionate people all around the world. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mind-set, and our strength lies in our ability to collaborate as a powerful international team comprised of 15,000 employees spanning over 100 countries.Our...


  • Bristol, Bristol, United Kingdom TNG Client Solutions Full time

    Job DescriptionAs a Sales and Marketing Professional at TNG Client Solutions, you will be responsible for driving business growth and development through innovative sales and marketing strategies.Key responsibilities include:Developing and executing sales and marketing plans to achieve business objectivesBuilding and maintaining relationships with customers...


  • Bristol, Bristol, United Kingdom TNG Client Solutions Full time

    Unlock Your Potential in Sales and MarketingTNG Client Solutions is a leading innovator in the Telecoms industry, committed to excellence and customer satisfaction. We are seeking ambitious and talented candidates to join our team as Sales and Marketing professionals.Key Responsibilities:Contribute to the development and implementation of sales and marketing...


  • Bristol, Bristol, United Kingdom TNG Client Solutions Full time

    Unlock Your Potential in Sales and MarketingTNG Client Solutions is a leading innovator in the Telecoms industry, committed to excellence and customer satisfaction. We are seeking ambitious and talented candidates to join our team as Sales and Marketing professionals.Key Responsibilities:Contribute to the development and implementation of sales and marketing...


  • Bristol, Bristol, United Kingdom TNG Client Solutions Full time

    Unlock Your Potential in Sales and MarketingWe are seeking a talented and ambitious individual to join our team as a Sales and Marketing Assistant. As a Graduate Sales and Marketing Assistant, you will have the opportunity to develop your skills and knowledge in a dynamic and innovative environment.About TNG Client SolutionsTNG is a leading innovator in the...


  • Bristol, Bristol, United Kingdom TNG Client Solutions Full time

    Unlock Your Potential in Sales and MarketingWe are seeking a talented and ambitious individual to join our team as a Sales and Marketing Assistant. As a Graduate Sales and Marketing Assistant, you will have the opportunity to develop your skills and knowledge in a dynamic and innovative environment.About TNG Client SolutionsTNG is a leading innovator in the...


  • Bristol, Bristol, United Kingdom First Call Contract Services, Ltd. Full time

    First Call Contract Services, Ltd. is seeking a skilled Field Service Engineer to join their team. As a specialist manufacturer and global supplier with 30 years of experience, they require a professional to deliver a maintenance, service, and fault-finding service to their client base, including hospitals, care homes, and health centres.The ideal candidate...


  • Bristol, Bristol, United Kingdom eXPD8 eXPD8 Ltd. Full time

    Unlock Your Potential as a Client Services AdministratorWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team at eXPD8 Ltd. As a key member of our Client Services team, you will play a vital role in ensuring the smooth delivery of our services to clients.Key Responsibilities:Provide administrative support to the...


  • Bristol, Bristol, United Kingdom eXPD8 eXPD8 Ltd. Full time

    Unlock Your Potential as a Client Services AdministratorWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team at eXPD8 Ltd. As a key member of our Client Services team, you will play a vital role in ensuring the smooth delivery of our services to clients.Key Responsibilities:Provide administrative support to the...


  • Bristol, Bristol, United Kingdom Alexander Mae (Bristol) Ltd Full time

    About Alexander Mae (Bristol) LtdWe're a company that's transforming the conveyancing industry to make buying or selling a home a smooth and enjoyable experience.The RoleWe're looking for a skilled professional to join our team as a Client Services Manager. As a key member of our team, you'll work closely with our clients and their dedicated property lawyers...


  • Bristol, Bristol, United Kingdom Alexander Mae (Bristol) Ltd Full time

    About Alexander Mae (Bristol) LtdWe're a company that's transforming the conveyancing industry to make buying or selling a home a smooth and enjoyable experience.The RoleWe're looking for a skilled professional to join our team as a Client Services Manager. As a key member of our team, you'll work closely with our clients and their dedicated property lawyers...


  • Bristol, Bristol, United Kingdom Moxie and Mettle Limited Full time

    Job Title: Director of Client ServicesJob Summary: We are seeking a highly skilled and experienced Director of Client Services to join our team at Moxie and Mettle Limited. As a key member of our leadership team, you will be responsible for overseeing all aspects of agency operations, with a strong emphasis on team development and operational efficiency.Key...

  • Service Professional

    2 weeks ago


    Bristol, Bristol, United Kingdom RECRUIT123 LIMITED Full time

    **Established Business Opportunity**This is a great chance to become part of a well-established company with over 25 years of experience in providing professional washroom services.As a family-run business, they pride themselves on delivering a high-quality, cost-effective service while maintaining the highest standards and offering excellent customer...


  • Bristol, Bristol, United Kingdom Pertemps Professional Recruitment Full time

    Pertemps Professional Recruitment is seeking a skilled Discharge To Assess Social Worker to join our team in Bristol. As a leading agency, we offer a range of benefits, including a dedicated consultant, easy registration process, and ongoing compliance management. About the Role:As a Discharge To Assess Social Worker, you will be responsible for working with...


  • Bristol, Bristol, United Kingdom Aon Full time

    About the RoleWe are seeking a highly skilled Client Service Advisor to join our team in Bristol. As a Client Service Advisor, you will be responsible for providing exceptional client service and support to our clients across a range of commercial risks.Key ResponsibilitiesProvide tailored risk solutions to businesses across various sectors in the UKHandle...