Client Services Liaison

6 days ago

Bristol, Bristol, United Kingdom Schroders Full time

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 we've 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.

The Role

We are looking for a Client Services Executive to join our team. As a Client Services Executive, you will work closely with Portfolio Managers and Directors to develop relationships of trust with our clients. You will handle administrative duties, such as cash transfer requests and monitoring overdrafts, and help ensure client accounts are compliant and in-keeping with current regulation and procedures.

Key Responsibilities

  • Work closely with Portfolio Managers and Directors to develop relationships of trust with our clients
  • Handle administrative duties, such as cash transfer requests and monitoring overdrafts
  • Help ensure client accounts are compliant and in-keeping with current regulation and procedures
  • Be a point of contact for clients and professional advisers, reacting to all enquiries 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 our Operations teams to make our clients' experience seamless
  • Attend client meetings with Portfolio Managers & Directors
  • Take responsibility for systems' training, testing and improving internal processes

The Team

We are one of the largest UK-based wealth management firms, headquartered in London but with offices around the country. We help private clients, families, charities, and some institutions meet their long-term goals by offering our expertise in investment, wealth planning, lending, and family office services.

What You'll Be Like

  • A really good communicator – great at listening, being clear, and giving reassurance
  • Self-motivated and enthusiastic
  • Good at working in a team, and with other teams
  • Great attention to detail
  • Able to work under pressure and with tight deadlines

What We Offer

We recognise 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. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer.

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