Client Services Executive - Bristol

We’re looking for a Client Service Executive to join our Wealth Management division known as Cazenove Capital, which is part of the Schroders group. You will work alongside a team of Portfolio Managers and Directors and will be a critical part of the client team, serving as the first port of call for clients in their dealings and administrative requests. You will take a proactive role alongside the Portfolio Manager in delivering excellent client service.

You’ll be busy, hands-on and can-do. You will develop deep technical knowledge of our processes and systems and work across the business to challenge, develop and improve our processes and foster a wider understanding. You will be a 'go-to' person for colleagues at all levels across the business.

At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

What you'll do:

• Work closely with Portfolio Managers and Directors and have a comprehensive understanding of the needs of the clients you are working with; be a valued contributor to developing relationships of trust.
• Handle administrative duties promptly for our clients, such as cash transfer requests and monitoring overdrafts.
• Set up accounts for new clients.
• Help to ensure client accounts are compliant and in-keeping with current regulation and procedures.
• Be a point of contact for clients and professional advisers: react to all enquiries in a timely manner and maintain a record of responses.
• Have regular communication with the client team to discuss client queries.
• Help team members complete and distribute client reports, such as portfolio valuations and tax reports, particularly at the end of the quarter.
• Contribute to business-wide client service and internal process committees.
• Build a strong internal network and have a good understanding of the key client service issues affecting the business.
• Work closely with our Operations teams to make our clients' experience seamless.
• Attend client meetings with Portfolio Managers & Directors.
• Take responsibility for systems’ training, testing and improving internal processes.
• Have excellent technical knowledge and the experience to highlight and share best practice throughout the business when required.
• Mentor less experienced colleagues and be involved with training.
• Embody the core Schroders’ values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.

The knowledge, experience and qualifications you need:

• Excellent IT skills, especially with the Microsoft Office suite.
• Experience of client service.
• A keen interest in helping our clients and their families.
• Excellent communication skills and an ability to multi-task.
• Previous experience of collaboration and teamwork.

The knowledge, experience and qualifications that’ll help:

• A really good communicator – great at listening, being clear and giving reassurance.
• Self-motivated and enthusiastic.
• Good at working in a team, and with other teams.
• Great attention to detail.
• Able to work under pressure and with tight deadlines.
• Show a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcomes.

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 characteristic.