Client Service Executive

Overview Client Service Executive role at Schroders. We are seeking a Client Service Executive who is passionate about delivering excellent service to our clients, supporting clients by responding to queries and requests across product, performance information, legal and compliance matters, with guidance from more experienced colleagues as needed. You will help strengthen client relationships aligning with sales teams to drive commercial success and act as the Voice of the Client to ensure needs are understood and communicated across the business. You will deliver high quality servicing, addressing queries promptly and working collaboratively with internal teams to create a seamless client experience. Responsibilities 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. 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 minimise errors. Develop and maintain positive relationships with Operations and other business areas to continually improve service delivery and maximise value for clients. Ensure amendments and bespoke clauses within client legal agreements are accurately documented and executed in accordance with established procedures (where relevant). 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 Experience: 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: Basic understanding of asset management products and distribution channels relevant to clients, such as mutual funds and third-party investment platforms. Regulatory Awareness: Familiarity with, or willingness to develop knowledge of the APAC regulatory environment and other regulations shaping the intermediary landscape. Client Servicing Excellence: Experience 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: Experience working with colleagues in sales, investments, operations, legal, risk, or compliance to resolve client queries and support solutions. Problem-Solving: Ability to analyse information and contribute to the resolution of client queries or requests, seeking support from more experienced colleagues when appropriate. Communication Skills: Clear verbal and written communication, presenting information understandably to a range of stakeholders. Technical Proficiency: 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: Commitment to providing a positive client experience from diverse backgrounds. Cultural Awareness: Respect for different cultures and interest in learning about APAC business practices to support effective client engagement. What You’ll Be Like Take Ownership and Deliver: Be responsible for supporting good client outcomes with reliability and attention to detail. Collaborative Partner: Build positive relationships across teams and work openly to overcome challenges and contribute to solutions. Innovative and Curious: Seek better ways to do things and be open to learning, bringing ideas to simplify tasks and support improvements. Inspiring Colleague: Contribute to the firm’s values and culture and encourage a supportive team environment. Client Centric and Future-Focused: Focus on understanding and meeting clients’ needs, with attention to quality and adaptability to industry changes. We Recognise Potential Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought and an inclusive culture are priorities, and we are an equal opportunities employer: you are welcome regardless of age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics. About Us We are a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals and prepare for the future. We have around 6,000 people on six continents and have been around for over 200 years, continually adapting as society and technology change, while remaining committed to helping our clients and society prosper. #J-18808-Ljbffr