Client Services Executive

We're looking for a Client Service Executive to join our Wealth Management division known as Cazenove Capital, which is part of the Schroders group.
You will work alongside a team of Portfolio Managers and Directors and will be a critical part of the client team and in some cases serving as the first port of call for clients in their dealings and administrative requests. You will take a proactive role alongside the Portfolio Manager in delivering excellent client service.
You'll be busy, hands-on and can-do. You will develop deep technical knowledge of our processes and systems and work across the business to challenge, develop and improve our processes and foster a wider understanding. You will be a 'go-to' person for colleagues at all levels across the business.

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.
  
  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