at Schroders
Asset ManagementPosted 19 days ago
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**Client Services Executive - 12 month Fixed Term Contract | Birmingham, UK** - Collaborate with Portfolio Managers & Directors, serving as clients' primary point of contact. - Manage administrative tasks and account setup, ensuring clients' needs and regulatory compliance. - Proactively contribute to enhancing client service and internal processes, acting as a 'go-to' person for colleagues. - Excellent IT skills, client service experience, and strong communication abilities required. - Self-motivated, team-oriented professional with attention to detail, able to work under pressure and meet tight deadlines.
- Compensation
- Not specified GBP
- City
- Birmingham
- Country
- United Kingdom
Currency: £ (GBP)
Full Job Description
Location: Birmingham, West Midlands, United Kingdom
Who were looking for
Were 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. Youll 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.
About Cazenove Capital
At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. 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
Were 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 weve been around for over 200 years, but keep adapting as society and technology changes. What doesnt change is our commitment to helping our clients, and society, prosper.
The team
We are one of the largest UK-based wealth management firm, 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 youll 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 trustHandle administrative duties promptly for our clients, such as cash transfer requests and monitoring overdraftsSet up accounts for new clientsHelp to ensure client accounts are compliant and in-keeping with current regulation and proceduresBe a point of contact for clients and professional advisers: react to all enquires in a timely manner and maintain a record of responsesHave regular communication with the client team to discuss client queriesHelp team members complete and distribute client reports, such as portfolio valuations and tax reports, particularly at the end of the quarterYou 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 businessWork closely with our Operations teams to make our clients' experience seamlessYou may be asked to attend client meetings with Portfolio Managers & DirectorsTake responsibility for systems training, testing and improving internal processesHave 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 appropriateMentor less experienced colleagues and be involved with trainingEmbody the core Schroders values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.The knowledge, experience and qualifications you need
- Excellent IT skills, especially with the Microsoft Office suiteExperience of client serviceA keen interest in helping our clients and their familiesExcellent communication skills and an ability to multi-taskPrevious experience of collaboration and teamwork.What youll be like
- A really good communicator great at listening, being clear and giving reassuranceSelf-motivated and enthusiasticGood at working in a team, and with other teamsYoull have great attention to detailAble to work under pressure and with tight deadlinesShow a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcomes.We recognise potential, whoever you areOur 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.Apply now
SIMILAR OPPORTUNITIES
No similar opportunities available at the moment.
Client Services Executive - 12 month Fixed Term Contract
Compensation
Not specified GBP
City: Birmingham
Country: United Kingdom
ExperiencedNo visa sponsorship**Client Services Executive - 12 month Fixed Term Contract | Birmingham, UK** - Collaborate with Portfolio Managers & Directors, serving as clients' primary point of contact. - Manage administrative tasks and account setup, ensuring clients' needs and regulatory compliance. - Proactively contribute to enhancing client service and internal processes, acting as a 'go-to' person for colleagues. - Excellent IT skills, client service experience, and strong communication abilities required. - Self-motivated, team-oriented professional with attention to detail, able to work under pressure and meet tight deadlines.
Full Job Description
Location: Birmingham, West Midlands, United Kingdom
Who were looking forWere 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. Youll 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.About Cazenove CapitalAt Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. 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 companyWere 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 weve been around for over 200 years, but keep adapting as society and technology changes. What doesnt change is our commitment to helping our clients, and society, prosper.The teamWe are one of the largest UK-based wealth management firm, 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 youll 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 trustHandle administrative duties promptly for our clients, such as cash transfer requests and monitoring overdraftsSet up accounts for new clientsHelp to ensure client accounts are compliant and in-keeping with current regulation and proceduresBe a point of contact for clients and professional advisers: react to all enquires in a timely manner and maintain a record of responsesHave regular communication with the client team to discuss client queriesHelp team members complete and distribute client reports, such as portfolio valuations and tax reports, particularly at the end of the quarterYou 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 businessWork closely with our Operations teams to make our clients' experience seamlessYou may be asked to attend client meetings with Portfolio Managers & DirectorsTake responsibility for systems training, testing and improving internal processesHave 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 appropriateMentor less experienced colleagues and be involved with trainingEmbody the core Schroders values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.The knowledge, experience and qualifications you need
- Excellent IT skills, especially with the Microsoft Office suiteExperience of client serviceA keen interest in helping our clients and their familiesExcellent communication skills and an ability to multi-taskPrevious experience of collaboration and teamwork.What youll be like
- A really good communicator great at listening, being clear and giving reassuranceSelf-motivated and enthusiasticGood at working in a team, and with other teamsYoull have great attention to detailAble to work under pressure and with tight deadlinesShow a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcomes.We recognise potential, whoever you areOur 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.
SIMILAR OPPORTUNITIES
No similar opportunities available at the moment.
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