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- Tasks: Support clients and Portfolio Managers, handling requests and ensuring excellent service.
- Company: Join Cazenove Capital, part of the global Schroders group, in wealth management.
- Benefits: Gain valuable experience in a dynamic environment with career growth opportunities.
- Other info: Collaborate with a talented team and develop deep industry knowledge.
- Why this job: Be a key player in client relationships and make a real impact on their financial journeys.
- Qualifications: Strong communication skills and a proactive attitude towards client service.
The predicted salary is between 30000 - 40000 £ per year.
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.
We are one of the largest UK-based wealth management firms, headquartered in London but with offices around the country. We help private clients, families, charities and some institutions meet their long-term goals by offering our expertise in investment, wealth planning, lending and family office services.
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.
- You may be asked to contribute to business-wide client service and internal process committees.
- You will 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.
- You may be asked to attend client meetings with Portfolio Managers.
Client Services Executive - 12 month Fixed Term Contract employer: Schroders
Contact Detail:
Schroders Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Executive - 12 month Fixed Term Contract
✨Tip Number 1
Network like a pro! Reach out to current employees at Cazenove Capital on LinkedIn. Ask them about their experiences and any tips they might have for landing the Client Services Executive role. Personal connections can make a huge difference!
✨Tip Number 2
Prepare for the interview by understanding the wealth management industry. Brush up on your knowledge of investment strategies and client service best practices. We want you to show that you’re not just a candidate, but a future asset to the team!
✨Tip Number 3
Practice your communication skills! As a Client Services Executive, you'll be the first point of contact for clients. Role-play common client scenarios with a friend to build your confidence and ensure you can handle inquiries smoothly.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Cazenove Capital. Let’s get you that interview!
We think you need these skills to ace Client Services Executive - 12 month Fixed Term Contract
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Executive role. Highlight relevant experience and skills that match what we’re looking for, like your ability to handle administrative duties and build client relationships.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about joining Cazenove Capital and how you can contribute to our team. Be specific about your experiences that relate to client service.
Showcase Your Communication Skills: As a Client Services Executive, communication is key. In your application, demonstrate your ability to react to enquiries in a timely manner and maintain records of responses. This will show us you’re ready for the role!
Apply Through Our Website: We encourage you to apply through our website for the best chance of being noticed. It’s straightforward and ensures your application goes directly to us, so we can review it promptly!
How to prepare for a job interview at Schroders
✨Know Your Stuff
Make sure you have a solid understanding of the wealth management industry and Cazenove Capital's role within it. Brush up on key terms, processes, and regulations that are relevant to the position. This will show your interviewers that you're not just interested in the job, but that you’re genuinely invested in the field.
✨Showcase Your Client Service Skills
Prepare examples from your past experiences where you've excelled in client service. Think about times when you went above and beyond to meet a client's needs or resolved a tricky situation. This will help demonstrate your proactive approach and ability to build trust with clients, which is crucial for this role.
✨Ask Insightful Questions
Come prepared with thoughtful questions about the team dynamics, client relationships, and how success is measured in the role. This not only shows your interest in the position but also gives you a chance to assess if the company culture aligns with your values.
✨Be Ready to Collaborate
Since you'll be working closely with Portfolio Managers and Directors, highlight your teamwork skills during the interview. Share examples of how you've successfully collaborated with others in the past, and express your enthusiasm for being a 'go-to' person within a team. This will resonate well with the interviewers.