Senior Client Services Executive

Schroders; Greater London; Hybrid; GBP 55,000 - 75,000; Full time

Job summary

Schroders Wealth Management is seeking a Senior Client Services Executive to join our team. You will work with Portfolio Managers and Directors, potentially leading a small Client Service team, and act as a first point of contact for clients for day-to-day queries and administrative requests.

You will proactively deliver excellent client service, develop strong knowledge of our processes, and ensure accounts run smoothly.

Qualifications

• Strong IT skills, especially Microsoft Office.
• Proven client-service experience; financial services preferred.
• Experience with third-party custodians.
• Experience servicing US persons/citizens is desirable.
• Prior team lead or management experience desirable.
• Proactive, client-focused mindset with attention to detail.
• Excellent written and verbal communication; able to multi-task and meet deadlines.
• Collaborates across multiple stakeholders.

Responsibilities

• Work closely with Portfolio Managers and Directors to understand client needs.
• Handle client administration and onboarding promptly and accurately.
• Manage onboarding for new clients and support asset transitions.
• Maintain accurate client records and signatory lists.
• Ensure client accounts comply with regulations, policies and procedures.
• Be a point of contact for clients and advisers, responding to inquiries promptly.

Skills

Microsoft Office

Client service experience

Communication skills

Multi-tasking

Team collaboration

Job description

Who we’re looking for

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.

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.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.

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

• 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.
• Embodys Schroders’ values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.

The knowledge, experience and qualifications you need

• 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 withthird-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.

We recognise potential, whoever you are

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.