Client Services Executive

Who We’re Looking For

We’re looking for a Client Services Executive to join our Wealth Management division, Cazenove Capital, which is part of the Schroders Group. You will work alongside a team of Portfolio Managers and Directors, playing a critical role in the client team and, in some cases, serving as the first point of contact for clients’ administrative requests.

You will take a proactive role alongside the Portfolio Manager in delivering excellent client service. You’ll be busy, hands-on and have a can-do attitude. You will develop deep technical knowledge of our processes and systems, work across the business to challenge, develop and improve processes, and foster a wider understanding. You will become a go-to person for colleagues at all levels across the business.

About Cazenove Capital

At Cazenove Capital, we look after charities, private individuals and families. 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

Schroders is a global investment manager providing active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high-net-worth individuals and family offices, as well as end clients through partnerships with distributors, financial advisers and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders’ success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.

The Base

We moved into our new headquarters in the City of London in 2018. We’re close to our clients, in the heart of the UK’s financial centre, and have everything we need to work flexibly.

The Team

Cazenove Charities is the specialist charity investment department within the Schroders Group. We employ a team of 25 Portfolio Directors, Managers and support staff, all based together in our London office.

We offer a range of investment solutions supported by the significant research capabilities and breadth of investment expertise of the Schroders Group, which we apply to suit our clients’ individual circumstances. We pride ourselves on working collaboratively with our charity clients and the charity sector as a whole, with a full events programme and thought leadership on best practice in charity investment.

The Charities business manages assets of approximately £16.5 billion on behalf of 1,800 charity clients and is the largest UK investment manager of charitable assets.

We’re open to flexible working, so we can all balance our personal and professional commitments.

What You’ll Do

• Work closely with Portfolio Managers and Directors, develop a comprehensive understanding of your clients’ needs and contribute to building relationships of trust.
• Handle client administration promptly, including cash transfer requests and overdraft monitoring.
• Manage onboarding for new clients and assist with the transition of assets.
• Ensure client static data and authorised signatory lists are kept 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 in a timely manner and maintaining a record of responses.
• Communicate regularly with the client team to discuss client queries.
• Help team members complete and distribute client reports, such as 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 a good understanding of key client service issues affecting the business.
• Work closely with Operations teams to create a seamless client experience.
• Attend client meetings with Portfolio Managers and Directors, where required.
• Take responsibility for systems training, testing and the improvement of internal processes.
• Use your technical knowledge and experience to highlight and share best practice throughout the business, and challenge the status quo where appropriate.
• Mentor less experienced colleagues and contribute to training.
• Embody Schroders’ core values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.

The Knowledge, Experience and Qualifications You Need

• Excellent IT skills, particularly in Microsoft Office.
• Experience in client service.
• A keen 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.
• Able to work effectively within your team and with other teams.
• Highly attentive to detail.
• Able to work under pressure and meet tight deadlines.
• Willing to learn and develop, with a desire to work with colleagues 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. That’s why inclusion is a strategic priority for us, and we are an equal opportunities employer.

You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socioeconomic 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.