Client Services Executive

Who we’re looking for

We’re looking for a Client Services 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. You’ll 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.

We are looking for a Client Services Executive to join our team on a Fixed Term contract for 12 months.

AtCazenove 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.

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.

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.

Cazenove Charities is the specialist charity investment department within the Schroders Group. We employ a team of twenty-five portfolio directors, managers and support staff who are 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 circa £16.5 billion on behalf of 1,800 charity clients and are the largest UK investment manager of charitable assets.

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

• 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 trust

• Handle administrative duties promptly for our clients, such as cash transfer requests and monitoring overdrafts

• Manage onboarding for new clients and assist with transition of assets

• Ensure client static data and authorised signatory lists are kept up to date
  Help to ensure client accounts are compliant and in-keeping with current regulation and procedures

• Be a point of contact for clients and professional advisers: react to all enquires in a timely manner and maintain a record of responses

• Have…