Wealth Management: Client Services Lead (Flexible Working)

Schroders; Greater London; Hybrid; GBP 32,000 - 46,000; Full time

Job summary

Schroders' Cazenove Capital seeks a Client Services Executive on a 12‑month fixed term in London. You will support Portfolio Managers and Directors, handle client admin, onboarding and data governance, and act as a first port of call for client inquiries while enhancing processes and service quality.

You will work closely with the client team across the business, fostering accurate, timely responses and compliant, seamless client experiences. Flexible working is available.

Qualifications

• :Experience delivering client service in wealth management or financial services.
• :
• Strong communication and interpersonal skills.

Responsibilities

• Work closely with Portfolio Managers and Directors and have a comprehensive understanding of client needs.
• Handle client admin like cash transfers and overdraft monitoring.
• Manage onboarding for new clients and asset transitions.
• Keep client data and signatory lists up to date.
• Ensure accounts comply with current regulations.
• Be contact point for clients and advisers; respond promptly and document replies.
• Maintain regular communication with client team about queries.
• Assist in preparing and distributing client reports such as valuations and meeting packs.
• Contribute to client service and internal process committees when asked.
• Collaborate with Operations to streamline client experience.
• Attend client meetings with PMs and Directors when needed.
• Train, test and improve internal systems and processes.
• Apply strong technical knowledge and share best practices; challenge status quo.
• Mentor junior staff and participate in training.
• Demonstrate Schroders values: Excellence, Innovation, Teamwork, Passion, Integrity.

Skills

Excellent communication

Multi-tasking

Attention to detail

Teamwork

Self-motivated

Experience of client service

Tools

Microsoft Office

Job description

Schroders' Cazenove Capital seeks a Client Services Executive on a 12‑month fixed term in London. You will support Portfolio Managers and Directors, handle client admin, onboarding and data governance, and act as a first port of call for client inquiries while enhancing processes and service quality.

You will work closely with the client team across the business, fostering accurate, timely responses and compliant, seamless client experiences. Flexible working is available.