Client Services Executive

3 weeks ago

Bristol, United Kingdom Schroders Full time

About Cazenove Capital
At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

About Schroders, our parent company
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 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 team
We are one of the largest UK-based wealth management firm, 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. We draw on the resources of the Schroders group, as well as having our own in house investment team.

We're open to flexible working, so we can all balance our personal and professional commitments.


What you'll do
• Work closely with Portfolio Managers and Directors and have a comprehensive understanding of the needs of the clients you are working with; be a valued contributor to developing relationships of trust. 
• Handle administrative duties promptly for our clients, such as cash transfer requests and monitoring overdrafts. 
• Set up accounts for new clients. 
• Help to ensure client accounts are compliant and in-keeping with current regulation and procedures. Be a point of contact for clients and professional advisers: react to all enquires in a timely manner and maintain a record of responses. Have regular communication with the client team to discuss client queries. 
• Help team members complete and distribute client reports, such as portfolio valuations and tax reports, particularly at the end of the quarter. 
• You may be asked to contribute to business-wide client service and internal process committees. You will build a strong internal network and have a good understanding of the key client service issues affecting the business. 
• Work closely with our Operations teams to make our clients' experience seamless. 
• You may be asked to attend client meetings with Portfolio Managers & Directors. 
• Take responsibility for systems' training, testing and improving internal processes. 
• Have excellent technical knowledge and the experience to highlight and share best practice throughout the business when required. 
• You should be comfortable challenging the status quo when appropriate. 
• Mentor less experienced colleagues and be involved with training. 
• Embody the core Schroders' values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.


The knowledge, experience and qualifications you need
• Excellent IT skills, especially with the Microsoft Office suite 
• Experience of client service 
• A keen interest in helping our clients and their families 
• Excellent communication skills and an ability to multi-task 
• Previous experience of collaboration and teamwork 


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
• You'll have great attention to detail
• Able to work under pressure and with tight deadlines
• Show a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcomes


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. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

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