Senior Client Services Executive

Schroders; City Of London; On-site; GBP 55,000 - 75,000; Full time

Job summary

Schroders Wealth Management is seeking a Senior Client Services Executive in London to lead a small team, act as a primary client contact, and coordinate onboarding and day-to-day client service activities. You will work closely with Portfolio Managers and Directors to understand client needs and ensure accurate reporting and compliance.

The role emphasizes cross-border asset transitions, strict data integrity, and proactive process improvements while embedding Schroders' core values in every

Qualifications

• Strong IT skills, particularly Microsoft Office (Word, Excel, PowerPoint, Outlook).
• A proven track record in a client-service role; experience within financial services is preferred.
• Experience of working with third-party custodians.
• Experience/awareness of servicing US persons/citizens is desirable.
• Prior team lead or management experience is desirable.
• A proactive, client-focused mindset and a genuine interest in helping clients.
• Excellent communication skills (written and verbal) with strong attention to detail.
• Ability to multi-task, manage deadlines and deliver high volumes of work accurately.
• Proven ability to collaborate effectively within a team and across multiple stakeholders.

Responsibilities

• Manage a small team of Client Service Executives.
• Be the first point of contact for clients, handling day-to-day queries and administrative requests.
• Work with Portfolio Managers and Directors to understand client needs and build relationships.
• Oversee onboarding for new clients and support asset transitions, including cross-border moves.
• Maintain accurate client records (static data and authorised signatory lists).
• Ensure client accounts comply with relevant regulations, policies and procedures.
• Liaise with clients and professional advisers, recording actions and responses.
• Oversee production/distribution of client reporting (portfolio valuations, tax reporting), especially quarter-end.
• Contribute to internal process improvements and committees; share best practices.
• Collaborate with Operations and internal teams for a seamless end-to-end client experience.
• Attend client meetings with Portfolio Managers and Directors.
• Provide systems training, user testing, and continuous improvement of processes; mentor team members.
• Uphold Schroders' values of Excellence, Innovation, Teamwork, Passion and Integrity.

Skills

MS Office

Client service

Relationship building

Attention to detail

Team collaboration

Communication (written and verbal)

Time management

Cross-functional collaboration

Tools

None

Job description

We're looking for a Senior Client Services Executive to join Schroders Wealth Management. You will work alongside a team of Portfolio Managers and Directors and play a key role within the account team, including responsibility for managing a small team of Client Service Executives. In some cases, you will be the first point of contact for clients, handling day-to-day queries and administrative requests., Work closely with Portfolio Managers and Directors and develop a strong understanding of the needs of the clients you support; contribute to building relationships of trust. Handle client administration promptly and accurately, including cash transfer requests and monitoring overdrafts (where applicable). Manage onboarding for new clients and support transitions of assets, many of which are complex and cross border in nature. Maintain accurate client records, including static data and authorised signatory lists. Help ensure client accounts are compliant and aligned with relevant regulation, policies and procedures. Act as a point of contact for clients and professional advisers, responding to enquiries in a timely manner and maintaining appropriate records of actions and responses. Maintain regular communication with the client team to manage queries, priorities and outstanding tasks. Manage the production and distribution of client reporting (e.g., portfolio valuations and tax reporting), particularly at quarter-end. Contribute to client service and internal process initiatives and committees as required; build a strong internal network and awareness of client service themes affecting the business. Work closely with Operations and other internal teams to ensure a seamless end-to-end client experience. Attend client meetings with Portfolio Managers and Directors as required. Take responsibility for systems training, user testing, and continuous improvement of internal processes and developing other members of the Client Service team. Share best practice across the business and support consistency of high service standards. Embody Schroders' values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.

• Strong IT skills, particularly Microsoft Office (Word, Excel, PowerPoint, Outlook).
• A proven track record in a client-service role; experience within financial services is preferred.
• Experience of working with third-party custodians.
• Experience/awareness of servicing US persons/citizens is desirable.
• Prior team lead or management experience is desirable.
• A proactive, client-focused mindset and a genuine interest in helping clients.
• Excellent communication skills (written and verbal) with strong attention to detail.
• Ability to multi-task, manage deadlines and deliver high volumes of work accurately.
• Proven ability to collaborate effectively within a team and across multiple stakeholders.

You will take a proactive approach to delivering excellent client service, developing strong technical knowledge of our processes and systems to ensure clients receive a seamless experience and that accounts run smoothly. An essential part of the role is clear communication and coordination, keeping Portfolio Managers informed and up to date, liaising across internal teams to resolve client issues, and maintaining accurate records.

About Schroders Wealth Management (US)

At Schroders Wealth Management US we look after US connected private individuals, families and trusts. We are part of the wealth management business of global investment manager Schroders, including Cazenove Capital. 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

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

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.

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. We draw on the resources of the Schroders group, as well as having our own in house investment team.

What you'll do

Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and 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. We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.

About the 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.