Client Services Manager
4 weeks ago
About Schroders
We're a global investment manager dedicated to helping our clients prosper. Our Client Services Manager will play a crucial role in delivering exceptional client experiences and ensuring seamless support across our institutional and intermediary business.
Key Responsibilities
- Provide tailored client servicing and support to assigned clients
- Prepare customized client reports and manage the distribution process for all client reporting
- Coordinate client meetings, including re-pitches and member briefings
- Source data and prepare responses to ad-hoc client requests and administration queries
- Communicate regularly with Client Directors and ensure they're informed of client developments
Requirements
- Minimum 5 years of relevant experience in the financial sector, preferably in Asset Management
- In-depth knowledge of client servicing within asset management institutional business and intermediary business
- Proven experience in managing projects related to distribution initiatives, such as reporting automation
- High proficiency in Salesforce, KYC, and client onboarding
- Strong communication skills in English and Cantonese
We're an equal opportunities employer
We recognize potential in everyone and strive to create an inclusive culture that fosters diversity of thought. Our purpose is to provide excellent investment performance to clients through active management, and we believe that diversity and inclusion are key to achieving this goal.
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