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.

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 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.

The team

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.

What you’ll 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 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 regular communication 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 the quarter

• You 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 business

• Work closely with our Operations teams to make our clients' experience seamless

• You may be asked to attend client meetings with Portfolio Managers & Directors

• Take responsibility for systems’ training, testing and improving internal processes

• Have 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 appropriate

• Mentor less experienced colleagues and be involved with training

• Embody 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 suite 

• Experience of client service 

• A keen interest in helping our clients 

• Excellent communication skills and an ability to multi-task 

• Previous experience of collaboration and teamwork. 

What you’ll be like

• A really good communicator – great at listening, being clear and giving reassurance

• Self-motivated and enthusiastic 

• Good at working in a team, and with other teams 

• You’ll have great attention to detail

• Able to work under pressure and with tight deadlines 

• Show a willingness to learn and develop and a desire to work with your 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, 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.