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Client Support Executive

2 weeks ago

London, United Kingdom Schroders Full time

Who we're looking for

An experienced Client Support Executive to provide proactive and efficient administration support to our Wealth Planners. The Client Support Executive role is key in providing full administrative support directly to new and existing clients, aligned to Wealth Planners and Para-Planners within the team, ensuring that all new business documentation is accurate and processed in line with agreed service standards.

About Schroders

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 5,000 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 base

We moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre. And we have everything we need to work flexibly.

What you'll do
- To train, develop and grow into experienced Wealth Planning Client Service Executive.
- To fully understand the role and the expectations of the role from both a Schroders and a regulatory perspective.
- To be able to provide proactive and efficient administration support to Wealth Planners, Para Planners and team colleagues, in support of customer service excellence for new and existing clients.
- Obtain and understand information and quotations required by Wealth Planners/Para-Planners to enable them to research the client's needs prior to recommendations, as and when required.
- Learn to process new business from submission to completion in adherence to the service standards and operational Wealth Planning procedures and activity management.
- Learn to process and understand all the key servicing elements in support of our client's needs and objects. Surrenders, Withdrawals & Income payments as an example.
- Understand and follow compliant record keeping in the electronic folders and within Intelligent Office, T24 and Folio as appropriate.
- To ensure you scan and save all documents as required, demonstrating that you understand the processes and that all team members can follow and work from your audit trail and file structure on a case by case basis.
- Carry out all client administration in line with the compliance guidance as well as central policies and updates and department standard operating procedures.
- Keep Wealth Planners up to date with relevant information relating to client issues.
- Deal with incoming telephone calls relating to the above duties, and take messages for colleagues.
- Ensure main duties are carried out fully in an efficient and professional manner paying particular attention to detail.
- Attend regular team meetings.
- Effectively communicates with Head of Wealth Planning Administration making them aware of any problems or worries in relation to carrying out own duties.

The knowledge, experience and qualifications you need
- A-C grade GCSE, or equivalent, in Mathematics and English
- Be prepared to study towards industry qualifications as you grow and develop in your role in support of your training and development in becoming a fully competent member of the Wealth Planning Support Team
- Good IT skills, especially with the Microsoft Office suite

The knowledge, experience and qualifications that will help
- Higher Education qualification

What you'll be like
- Maintains high professional standards of conduct and practice
- Good administration skills, with high level of accuracy and attention
- Ability and willingness to learn processes and procedures
- Good written and oral communication skills at all levels, both internally and externally.
- Excellent telephone skills and experience in client liaison
- Able to work under pressure, prioritise workload and work to deadlines
- Able to work autonomously/pro-actively
- Self-motivated and enthusiastic
- Good at working in a team, and with other teams
- Someone with a real attention to detail
- Flexible, curious and willing to learn

We're looking for the best, whoever they are

Schroders is an equal opportunities employer. You're welcome here whatever your socio-economic background, race, sex, gender identity, sexual orientation, religious belief, age or disability.