Client Services Executive - 12 month contract

Who We’re Looking For

We are looking for a Client Services Executive to join Cazenove Capital, the Wealth Management division of the Schroders Group, on a 12-month fixed-term contract.

You will work alongside Portfolio Managers and Directors as a critical member of the client team. In some cases, you will be the first point of contact for clients regarding their dealings and administrative requests. You will take a proactive role in delivering excellent client service, develop deep technical knowledge of our processes and systems, and work across the business to improve processes and promote best practice.

About Cazenove Capital

Cazenove Capital looks after charities, private individuals and families. It is the wealth management business of Schroders, a FTSE-listed global investment manager. We help clients around the world invest to meet their goals, fulfil their ambitions and prepare for the future.

About Schroders

Schroders is a global investment manager providing active asset management, wealth management and investment solutions. Its diverse client base includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high-net-worth individuals and family offices, as well as end clients served through distributors, financial advisers and online platforms.

Established in 1804, Schroders has around 5,500 employees across 36 global locations. Its success is supported by a diversified business model spanning different asset classes, client types and geographies.

The Base

Schroders moved into its headquarters in the City of London in 2018. The office is close to clients, in the heart of the UK’s financial centre, and supports flexible working.

The Team

Cazenove Charities is the specialist charity investment department within the Schroders Group. The team comprises 25 portfolio directors, managers and support staff based together in the London office.

The team offers a range of investment solutions supported by Schroders’ research capabilities and investment expertise, tailored to clients’ individual circumstances. Cazenove Charities works collaboratively with charity clients and the charity sector through a full events programme and thought leadership on best practice in charity investment. The business manages approximately £16.5 billion on behalf of 1,800 charity clients and is the largest UK investment manager of charitable assets.

We are open to flexible working arrangements to help employees balance their personal and professional commitments.

What You’ll Do

• Work closely with Portfolio Managers and Directors, understand the needs of your clients and contribute to developing relationships built on trust.
• Handle client administrative duties promptly, including cash transfer requests and monitoring overdrafts.
• Manage onboarding for new clients and assist with the transition of assets.
• Keep client static data and authorised signatory lists up to date.
• Help ensure client accounts comply with current regulations and procedures.
• Act as a point of contact for clients and professional advisers, responding to enquiries promptly and maintaining records of responses.
• Communicate regularly with the client team to discuss client queries.
• Help team members complete and distribute client reports, including portfolio valuations and meeting packs, particularly at the end of each quarter.
• Contribute, where required, to business-wide client service and internal process committees.
• Build a strong internal network and develop an understanding of key client service issues affecting the business.
• Work closely with Operations teams to provide a seamless client experience.
• Attend client meetings with Portfolio Managers and Directors, where required.
• Take responsibility for systems training and testing, and for improving internal processes.
• Use your technical knowledge and experience to identify and share best practice across the business, challenging the status quo where appropriate.
• Mentor less experienced colleagues and contribute to training.
• Demonstrate Schroders’ core values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.

Knowledge, Experience and Qualifications

• Excellent IT skills, particularly with Microsoft Office.
• Experience in client service.
• A strong interest in helping clients.
• Excellent communication skills and the ability to multitask.
• Previous experience of collaboration and teamwork.

What You’ll Be Like

• A strong communicator who listens well, communicates clearly and provides reassurance.
• Self-motivated and enthusiastic.
• Effective at working both within a team and across teams.
• Highly attentive to detail.
• Able to work under pressure and meet tight deadlines.
• Willing to learn and develop, with a desire to work collaboratively to achieve excellent client outcomes.

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. Inclusion is therefore a strategic priority, and Schroders is an equal opportunities employer.

Everyone is welcome, regardless of 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, disabilities, or physical and mental health needs.