Operations Academy Analyst
3 weeks ago
About the Role
We are seeking an Analyst to join our Client Static Data team, providing client data management services for all Schroders Wealth Management entities worldwide.
Key Responsibilities
- Maintain client records in T24, including opening and closing of accounts and portfolios for wealth clients, third parties, and operational internal clients.
- 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/special fees.
- Setup new web user clients for eServices and process any ad-hoc changes.
- Provide support to local Client Documentation teams in UK, Guernsey, Switzerland, and Singapore regarding client data.
- Manage client and stakeholder queries proactively, liaising with internal teams with a focus on quality and timeliness of communication.
- Work through high volumes, prioritizing and managing workloads.
Requirements
- Good communication, analytical skills, and working well within a team environment.
- Proficient in basic software, notably 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
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 Culture
We recognize 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.
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