Client Service Executive, Institutional - UK - 850

Overview

Client Service Executive, Institutional – UK – 850
London, United Kingdom

Job Description

Business Area: Client Group

Location: London

Reporting to: Head of Institutional Client Service EMEA

Job title: Institutional Client Executive

Who we’re looking for

We are seeking a Client Executive who is passionate about delivering excellent service to our institutional clients. You will support clients by responding to a variety of queries and requests, ranging from portfolio 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.

For this role fluency in English is required, as well as knowledge of an additional European language (such as German, or Italian) also necessary.

About Schroders

We are a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 5,000 people across six continents. We’ve been around for over 200 years, but keep adapting as society and technology changes. 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 EMEA Client Service London’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 European client base and support Schroders European Sales teams.

The team

The London based EMEA hub is a team of Client Service representatives split across two teams (Institutional and Intermediary) both reporting to the Head of Client Service (UK & EMEA). This role will be focused on Institutional clients.

What you’ll do

• Act as a trusted point of contact for institutional clients, providing clear, accurate, and timely information, and assisting with the management of enquiries and service requests to help deliver effective resolution and support client satisfaction. Work collaboratively with internal teams to gather and share client requirements and contribute ideas for improving 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 working relationships with the global onboarding team to stay informed about client onboarding progress and processes.
• With guidance, from time to time, you may be required to be involved with the on/offboarding processes for segregated mandates, supporting key stakeholders as required.
• Support the accurate documentation and execution of side letters, amendments, and bespoke clauses within client legal agreements, following established procedures and seeking guidance when needed.
• Help deliver timely client communications regarding updates, regulatory notices, and other important information, ensuring content is clear and relevant.
• Work closely with operations and reporting teams to help co-ordinate reporting requirements for new and existing clients, supporting the delivery of high-quality information.
• Collaborate with Operations and other business areas to support ongoing improvements in service delivery and help maximise value for clients.
• Assist in planning, coordinating, and supporting client due diligence meetings, representing Schroders and its operations in a knowledgeable and professional manner, with guidance where needed.
• Gather and provide information to help clients with their ad hoc requests, ensuring they are responded to efficiently and professionally.

Desirable knowledge and experience requirements

• Experience: Ideally, you have around 1–2 years’ experience in client servicing, relationship management, or a similar role within asset management or financial services, with some exposure to European institutional clients being an advantage.
• Industry Awareness: You have a basic understanding of asset management products and services (such as funds, mandates, and alternative investments) and are eager to learn more about the needs of institutional clients, such as pension funds and insurers.
• Regulatory Awareness: You are familiar with, or keen to develop your knowledge of key regulatory frameworks in Europe (for example, MiFID II, UCITS, AIFMD, SFDR) and local market practices.
• 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.
• Knowledge of Custody and Settlement: You are aware of the basics of custody operations, trade settlement, and fund administration processes, and are open to developing your knowledge further in these areas.
• Technical Proficiency: You are comfortable using CRM and reporting systems and Microsoft Office tools such as Excel and PowerPoint.
• Language Skills: Fluency in English is required. Knowledge of an additional European language (such as German, or Italian) 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 European 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.

About Us

We\’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we\’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn\’t change is our commitment to helping our clients, and society, prosper.

Job Info

• Job Identification 549
• Job Category Sales
• Posting Date 09/29/2025, 12:08 PM
• Locations 1 London Wall Place, London, EC2Y 5AU, GB