Senior Client Support Specialist
ekbq.fa.em2.oraclecloud.com/CX_1001 · London, United Kingdom
Who we’re looking for
The Client Support Team will be initially formed with the transfer of the administrative support for our Family Office Services and the recently created Provider Administration function. The roles and responsibilities of this team will find new, more efficient ways of working, and really challenge and move forward our operating model. A key target will be to free up resources within the client teams to focus on high value client work.
About Us
Schroders is a global investment manager which provides 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, 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 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.
What you'll do
- Review processes within the client team area and identify any areas for improvement.
- Liaise with Team Heads and senior stakeholders to review the key target areas in scope.
- Effectively liaise with the Front Office to complete required tasks to high standard.
- Co-ordinate processes of work between the client teams and the Service Centre.
- Accurately input and process requests in a timely manner.
- Have a very high attention to detail in support of your role and communication to the team.
- Ensure appropriate scanning and record-keeping of relevant documentation.
- Become involved in projects and committees, helping to maintain and improve standards and processes across the Client Support Team.
- Provide proactive and efficient administration support to the client teams and team colleagues, in support of customer service excellence for new and existing clients.
- Keep client teams up to date with relevant information relating to client issues.
- Embody the core Schroders’ values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.
- Where required, act as the lead on assigned projects ensuring they are completed within the deadline and in compliance with regulatory requirements.
- Assist with developing and maintaining procedures for the team, to manage and control the associated risks.
- Deputise for the Team Manager when required.
- Assist other teams within the Client Operations department when required.
The knowledge, experience and qualifications you need
- A level or equivalent.
- Operations and client service experience within a Wealth Management environment.
- Good knowledge and experience of collaboration and teamwork.
- Excellent IT skills, especially with the Microsoft Office suite.
- Good understanding of the UK Money Laundering Regulations, JMLSG Guidance and HMRC Tax requirements.
The knowledge, experience and qualifications that’ll help
- Maintains high professional standards of conduct and practice.
- Very good administration skills, with high level of accuracy and attention.
- Ability and willingness to learn processes and procedures.
- Excellent written and oral communication skills at all levels, both internally and externally.
- Excellent telephone skills and experience in client liaison.
- Able to work under pressure, prioritise workload and work to deadlines.
- Able to work autonomously/pro-actively.
- Self-motivated and enthusiastic.
- Excellent at working in a team, and with other teams.
- Someone with a real attention to detail.
- Flexible, curious and willing to learn.
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, 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, disability, or physical and mental health needs. For more information, please visit our FAQs.