Client Executive - Fixed Term Contract
Salary: Market rate
Location: London, England, United Kingdom
Job Type: Full time
This is a maternity cover and will be working within a team of 5 Client Executives supporting medium size DB UK Pension Scheme clients. There will be a number of LDI mandates to support within the allocated client base. Role Overview To provide an intensive,
This is a maternity cover and will be working within
a team of 5 Client Executives supporting medium size DB UK Pension Scheme
clients. There will be a number of LDI mandates to support within the
allocated client base.
To provide an intensive, responsive and proactive level of service to our
clients and their third party counterparts. The Client Executive must
understand the needs of their client pool and deliver a high quality service. The
Client Executive must generate confidence and gain the respect of clients and
Client Directors, thus becoming a trusted delegate for Client Directors by fielding
to pay due regard to the interests of our clients and treat them fairly,
ensuring that any information provided to clients on products and services is
clear and useful, enabling them to understand fully what they are being offered.
The role also requires familiarity with the team’s current procedures, FCA
compliance requirements, and the principles behind ‘Treating Customers Fairly'.
The Client Executive will:
Uphold and support the values and brand of
Schroders to our clients.
Demonstrate role model behaviour and attitude.
Support and contribute proactively to the account
Gather client intelligence, sharing and
generating insight about the client needs.
Be able to add value to the QIR given your
understanding of the client.
Support and proactively identify continual
improvements to our service.
Take a broader perspective than just
day-to-day tasks: business, client service and clients.
Participate in client events and meetings (Trustee
Training, client update meetings, conference calls etc).
Passionate about client service quality.
Thoroughly understands Client Service
operations and processes.
Displays confidence and passion.
Is able to be a role model of excellence in
attitude and behaviour.
Builds positive working relationships and
makes a difference.
Collaborative and team driven.
Is able and willing to lead and manage small
client service and project initiatives.
Challenges themselves and others
Can influence and change thinking of others.
Seeks and values coaching development / management
rather than being told what to do / operating under prescriptive instruction
Is able to manage competing demands and
Will work hard, show commitment and “go the
Has a desire to develop and grow beyond their
Details of key responsibilities
day-to-day servicing of a pool of clients to ensure consistent delivery of a
high quality and seamless service offering.
Develop relationships with client’s
Attain an in-depth understanding of the needs
of clients’ administrative function and proactively shape Schroders service
• Attend client meetings
regarding operational matters and client hospitality events etc.
Client /Consultant Queries
Respond promptly and professionally to
operational / investment queries from clients and consultants.
Assist Client Directors with complex
client enquiries and requests.
Act as the first point of contact for all
administrative issues and deal with all day-to-day issues in the absence of the
Be accountable for selling the benefits of
SchrodersLink to clients and consultants.
Work with Client Directors to manage clients
Ensure that Client Directors are briefed on
client specific administration / performance issues prior to any meeting;
prepare briefing papers, share information / insight and client understanding.
General assistance to the Client Director on
client-specific tasks and issues.
Share opinions, insight and knowledge about
the client with Client
assist in the account planning / relationship management processes.
Client Reporting and Service Performance
Work with Client Directors to produce all
forms of client reporting including preparation of presentation material ahead
of client meetings.
Produce bespoke reports for clients, where
n>Ensure clients are set up to and receive all
the appropriate reports.
Look to standardise reporting where possible.
Report on client service performance,
progress and issues.
Support other Client Managers and Client
Executives with reporting to our larger/strategic clients.
Internal relationship management
Build strong relationships in key operational
departments across Schroders, ‘own’ the client relationship internally; work
with other departments to ensure the smooth running of the client portfolios.
Be targeted in terms of achieving certain
client service goals as agreed with Client Directors for specific clients.
Maintenance of records
Ensure client information is up-to-date and
maintained in relevant systems.
Ensure all records required for FCA, audit
(internal and external) and Inland Revenue are obtained and kept securely as
Process instructions to inform investment
teams of cash flows to and from the portfolio.
Ensure any client specific procedures are
Manage cash balances where appropriate in
line with individual client guidelines.
Work with the Transitions team to ensure the
smooth completion of client transitions.
This includes new client take-on, restructures to existing mandates,
custodian changes and terminations.
Maintain knowledge of regulation, clients and
Ensure knowledge of key areas is maintained
to ensure the queries can be answered in an efficient manner.