Client Service Executive

3 days ago


Hong Kong Island, Hong Kong SAR China Schroders Full time

Add expected salary to your profile for insights We are seeking a Client Service Executive who is passionate about delivering excellent service to our clients. You will support clients by responding to a variety of queries and requests, ranging from product and performance information to legal and compliance matters, with guidance from more experienced colleagues where needed. In this role, you will help to strengthen client relationships aligning with sales teams to help drive commercial success. Acting as the ‘Voice of the Client’, you will ensure client needs and requirements are understood and communicated effectively across the business. You will deliver high quality servicing, addressing queries promptly and working collaboratively with internal teams to create a seamless and positive client experience. About Schroders We are a global investment manager, helping institutions, intermediaries, and individuals around the world invest money to achieve their goals, fulfil their ambitions, and prepare for the future. We have approximately 5,000 people across six continents. We’ve been around for over 200 years, but keep adapting as society and technology change. What doesn’t change is our commitment to helping our clients, and society, prosper. The location Our headquarters are located in the City of London, at the heart of the UK’s financial centre. Client Group is a global division and the APAC Client Service Singapore & Hong Kong’s hub is in close proximity to key stakeholders (e.g. operations, legal, compliance) and is well placed to effectively deliver first class client service to our APAC client base and Sales teams. The team The Singapore & Hong Kong based APAC hub is a team of Client Service representatives split across two teams (Institutional and Intermediary) both reporting to the Head of Client Service, APAC. This role will be focused on Korea and Global Private Bank clients. What you’ll do Act as a trusted point of contact for clients, providing clear, accurate, and timely information while proactively responding to enquiries and service requests to ensure effective resolution and high satisfaction. Collaborate with internal teams by gathering and representing client requirements, driving continuous improvement and optimisation of key client-facing processes. Help monitor and record activities related to errors, omissions, and complaints, ensuring accurate documentation and timely escalation in line with policies, while learning best practices to help minimise errors. Develop and maintain positive relationships with Operations and other business areas, in order to continually improve service delivery and maximise value for clients. Ensure all amendments and bespoke clauses within client legal agreements are accurately documented and executed in accordance with established procedures (where relevant). Help deliver timely client communications regarding updates, regulatory notices, and other important information, ensuring content is clear and relevant. Act as the key liaison with operations and reporting teams to facilitate reporting requirements for new and existing clients, ensuring delivery of high-quality information. Assist in planning, coordinating, and conducting client due diligence meetings, acting as a knowledgeable representative of Schroders. Gather and provide all necessary information to support clients in completing their ad hoc requests efficiently and professionally. Desirable knowledge and experience requirements Experience: Ideally, you have around 3-5 years’ experience in client servicing, relationship management, or a similar role within asset management or financial services, with some exposure to Asian clients being an advantage. Industry Knowledge: You have a basic understanding of asset management products and distribution channels relevant to clients, such as mutual funds, and third-party investment platforms. Regulatory Awareness: You are familiar with, or keen to develop your knowledge of the APAC regulatory environment and other regulations shaping the intermediary landscape. Client Servicing Excellence: You have some experience of providing a high standard of service to clients and supporting client relationships, acting as a reliable point of contact and responding to queries professionally. Cross-Functional Collaboration: You have worked with, or are comfortable working with, colleagues in areas like sales, investments, operations, legal, risk or compliance to help resolve client queries and support solutions. Problem-Solving: You are confident analysing information and contributing to the resolution of client queries or requests, seeking support from more experienced colleagues where appropriate. Communication Skills: You communicate clearly, both verbally and in writing, and are able to present information in a way that can be understood by a range of stakeholders. Technical Proficiency: You are comfortable using CRM and reporting systems and Microsoft Office tools such as Excel and PowerPoint. Language Skills: Fluency in English and Korean is required. Client centricity: You are committed to providing a positive experience for clients from diverse backgrounds and are motivated by helping others. Cultural Awareness: You demonstrate respect for different cultures and are interested in learning about business practices across APAC markets to support effective client engagement. What you’ll be like Take Ownership and Deliver: You approach challenges positively and take responsibility for supporting good client outcomes. You are committed, reliable, and follow through on your tasks with care and attention. Collaborative Partner: You value working with colleagues and are eager to build positive relationships across teams. You work openly with others to overcome challenges and contribute to solutions. Innovative and Curious: You’re interested in finding better ways to do things and are open to learning. You bring fresh ideas to simplify tasks and support improvements for both clients and the business. Inspiring Colleague: You contribute to the firm’s values and culture by setting a good example. You appreciate your colleagues’ strengths and encourage a supportive, positive team environment. Client Centric and Future-Focused: You focus on understanding and meeting clients’ needs, with careful attention to detail and quality in your work. You’re open to learning about industry changes and adapting when required to help provide a great service. We recognise potential, whoever you are Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why 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 characteristics. #J-18808-Ljbffr



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