UK Client Executive - 6m contract

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About Schroders
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 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
The UK Client Service Team report to the Chief Operating Officer of the UK Client Service Group.

A dedicated team supporting UK Client Service activities for UK Pension Schemes, Insurance Companies, Intermediary Clients, Sub-Advisory and Investment Trust mandates. The UK Client Service Team ensure individual client requirements, regulations, reporting and general queries are accurately assessed, understood and appropriately managed. The UK Client Service Team strive to provide a market leading Client Service experience for our clients. This role offers broad exposure to internal stakeholders and is client facing.

Role Overview
Below is a list of responsibilities of the UK Client Service Team.

• Strict adherence to Schroders policies and procedures including completion of all internal forms, documentation and sign-off under Schroder 'Global Institutional Client Take-on' (GICTO) policy prior to applicable lifecycle events;
• Build strong relationships with the Client Director Group and continually keep them abreast on progress and copied into all correspondence on mutual projects;
• Engage on projects and initiatives impacting Client Service teams, acting as representative at working groups;
• Handling client requests and queries, problems and complaints from internal and external customers and suppliers;
• Understand the mandate and have consideration about all commercial aspects of the relationship;
• Throughout the process ensure all client obligations are captured ensuring these are delivered timely and accurately;
• Oversee production of client reporting & additional client facing documents either ad hoc or scheduled;
• Supporting the Client Director ahead of client review meetings by preparing draft presentation;
• Attendance at external client meetings with the Client Director when requested to do so;
• Ensure all amendments to client data are processed and that client data is kept up to date on a timely and accurate basis;
• Ensure that all CRM systems are maintained accurately in a timely manner with up to date client information;
• Uphold and support the values and brand of Schroders to our clients;
• Promote client and consultant relations through excellent service;
• Seek to develop an enhanced understanding of investment strategies and Schroders products and solutions;
• Liaison with external & third party administrators where relevant - custodians, transfer agents, clients, consultants, administrators etc;
• Continually reviewing processes, procedures and systems, in conjunction with the rest of your team, the rest of the business and client as appropriate, to ensure that opportunities for improvement are recognised and acted upon and changing client needs are met, arranging calls and meetings where necessary to discuss lessons learned or process improvements;
• Understanding industry best practice by participating in industry conferences and relevant forums and
• Attend Client Service review meetings providing input into the presentation and assisting with hosting duties.

The knowledge, experience and qualifications you need

• Good communication skills (both verbal and written) in order to deliver Schroders messages coherently and confidently to external parties;
• Understanding of client lifecycle activities along with understanding of fund operations;
• Effective communication - an exceptional ability to communicate clearly both in writing and verbally;
• Data-savvy - ability to interpret and work with financial performance data;
• Organised - excellent time management skills with an ability to effectively prioritise multiple tasks, meet deadlines and report on progress;
• Results-driven and process-focussed - motivated by achieving results and delivery;
• Diligent - reliable with excellent follow through and follow-up capabilities;
• Conscientious and compassionate - excellent conflict resolution skills including the ability to maintain composure and diffuse challenging situations;
• Relationship focused - able to build strong relationships both internally and externally;
• Passionate - about client service quality and delivering first class service;
• Reliable - abide by accountability for your responsibilities on a timely and accurate manner and
• Detail focused - high attention to detail and ability to work accurately.

The knowledge, experience and qualifications that will help

• Experience in operational risk management and control and
• Awareness of competitor offerings and wider market trends

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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