Client Service Executive recruitment

This role is part of a team of Client Service Executives and supports the client service efforts of the Client Directors (Institutional Sales.)

Responsibilities

• Relationship Management and Service Development

-Proactively manage and develop relationships with clients, as well as internal areas of Schroders that will allow you to effectively complete your job.

-Attain a deeper understanding of the needs and requirements of current and prospective Institutional Clients which will allow you to proactively shape and define the required service proposition for each key strategic client.

-Follow the policies and procedures as defined by your manager that will allow you to effectively complete your job.

-Coordinate the new account take-on process

This includes but is not limited to gathering the necessary documentation, coordinating efforts with the client and our Transitions team in London, and coordinating funding with the client.

-Support for and attendance at client events, as deemed appropriate by the CD and your manager.

-Participate in the internal annual client review process.

-Contribute, where appropriate, to the account planning process in terms of adding knowledge/insight about the client/industry etc. for those clients whom the CD is preparing detailed plans for.

• Enquiries from Clients and Consultants

-General assistance to Client Director when issues arise pertaining to the Institutional client base.

-Respond promptly and professionally to requests and queries from clients, their administrative personnel and their consultants.

-Promote client and consultant relations through excellent service and build sound working relationships with Institutional Clients.

-Ensure that CD is briefed on any client specific issues prior to any meeting. Prepare briefing papers as required and share information/insight that is relevant for the CD.

-Act as the central point of contact for all client issues and act as the liaison with internal areas (portfolio management, operations, marketing, etc.) to get the issue resolved.

• Production of Client Reports

-Preparation of accurate quarterly reporting material in a timely manner (if a Product Executive is not associated with the underlying product.)

-Preparation of ad hoc reports required by clients and their consultants to be completed by stated deadline when (if a Product Executive is not associated with the underlying product.)

-Coordination of presentation material ahead of client meetings.

-Ensure that client service promises to clients are met for reporting and information provision.

• Responsibility for Clients’ Assets

-Coordinate and communicate cash additions and withdrawals to the appropriate internal groups on correctly authorized instructions.

• Maintenance of Records

-Ensure all amendments to client file are processed and that the client file is kept up to date on a timely and accurate basis.

-Ensure all internal records are scanned/filed properly and on a timely basis.

-Ensure that all client and contact information is entered and logged into our CRM system.

• New and Existing Clients

-For new clients, ensure all internal procedures are followed and necessary information is obtained to register client on relevant systems and inform relevant internal departments as appropriate.

-For existing clients, ensure the exit is dealt with in accordance with clients’ instructions and with internal procedures.

• Other

-Support the team through providing cover for absent colleagues.

-Develop technical skills and be proactive in the department in improving workflow and system.

-Learn Schroder products and the delivery vehicles.

Position Requirements

• Educational requirement: College Degree

• Needs to have 3-5 years prior experience with institutional client service in order to fulfil the requirements of the role.

• Experience with complex institutional clients would be a preference.

• Must possess good interpersonal skills and written skills. Ability to explain relatively involved concepts in a clear and concise manner to others within the organization.

• The role is prescribed within a well-established framework. However, the role holder is expected to play an active part in improving day-to-day procedures and how the work is to be tackled.

• Responsible for planning own workload typically against a backdrop of changing priorities and/or external events for the coming quarter.

• Is required to make routine judgments in situations and would be expected to seek assistance for anything complex or out of the ordinary.

• Series 7 and 63 licenses required (or ability to obtain licences within 3 months of hire.)

Physical Requirements

This work requires the following physical activities: finger dexterity, grasping, repetitive motions, walking, lifting up to 20 lbs., climbing, stooping, kneeling, reaching, sitting for extended periods of time, standing, talking, hearing and visual acuity. Additionally, this position requires the ability to apply the principals of analytical and logical thinking to define problems, interpret data, establish facts and draw valid conclusions.

Environmental Conditions

The work is performed primarily indoors in a normal office environment with little exposure to excessive noise, dust, fumes, vibrations, and temperature changes. The position requires frequent computer use at a workstation in a fast paced environment with unscheduled interruptions. Public contact is required and there will be a need to move from one work location to another. Responsibilities occasionally may require an adjusted work schedule, morning/evening/weekend hours in order to meet deadlines.

ADA

Schroder Investment Management North America Inc. will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990.

OSH ACT

This position is not to handle any human body fluids, biological agents, laboratory chemicals, or be exposed to hazardous materials such as noise, asbestos, or carcinogens.

This job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and marginal job functions are subject to modification. This document describes typical duties and responsibilities and is not intended to limit management from assigning other work as desired.