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About Schroders
We're a global investment management company that helps institutions, intermediaries, and individuals around the world invest money to meet their goals, fulfill their ambitions, and prepare for the future.
We have around 4,000 people on six continents, and we've been around for over 200 years. We've adapted to changing societal and technological landscapes while maintaining our commitment to helping our clients and society prosper.
Who We're Looking For
We're seeking a Client Services Manager/Executive to join our Client Services team and work under the direction of the Head of Distribution Client Services. As part of a team that delivers effective and efficient client servicing and reporting support to the Client Directors, you'll play a crucial role in ensuring our clients receive exceptional service.
Key Responsibilities
• Provide client servicing and support to an assigned group of clients, ensuring their needs are met and exceeded.
• Prepare customized client reports and manage the distribution process for all client reporting, including valuation and performance reports, management and performance fee invoices, quarterly investment reports, and economic outlook information.
• Prepare materials for client meetings, including re-pitches, and coordinate printing and distribution with the admin team.
• Source data for and prepare responses to ad-hoc client requests and administration queries.
• Communicate regularly with the Client Directors, ensuring they're fully apprised of any developments or issues related to their clients.
• Coordinate the rollover process for Defined Contribution pension scheme clients.
• Responsible for client on-boarding coordination, including initial and ongoing due diligence KYC/AML.
• Provide reporting support to distributors.
• Work with various departments, such as Investment Support, Performance, Marketing, Legal, and Compliance, to ensure proper client records are set up in all systems and any changes to client details are made on a timely and accurate basis in line with internal procedures.
• Ensure proper filing of all client records in line with internal and external requirements.
Essential Skills/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 on-boarding.
• Strong communication skills in English and Cantonese.
We Recognize Potential, Whoever You Are
We're committed to providing excellent investment performance to our clients through active management. We believe that diversity of thought facilitated by an inclusive culture will allow us to make better decisions and achieve our purpose. As an equal opportunities employer, we welcome applicants from diverse backgrounds and perspectives.
