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Working in a team of Client Executives & Client Managers providing a responsive and proactive level of service to our UK Insurance & Pension clients.
The Client Executive must understand the needs of the team's client base and deliver a high quality service.
The Client Executive must generate confidence and gain the respect of clients, consultants and Client Directors, thus becoming a trusted delegate for Client Directors by fielding client queries or their representatives.
What you'll need to do
Responsibility to pay due regard to the interests of our clients and treat them fairly, ensuring that any information provided to clients on products and services is clear and useful, enabling them to understand fully what they are being offered. The role also requires familiarity with FCA compliance requirements, and the principles behind 'Treating Customers Fairly'. The Client Executive will:
Uphold and support the values and brand of Schroders to our clients.
Demonstrate role model behaviour and attitude.
Support and contribute proactively to the account planning process.
Gather client intelligence, sharing and generating insight about the client needs.
Be able to add value to the Quarterly Investment Report given your understanding of the client.
Support and proactively identify continual improvements to our service.
Take a broader perspective than just day-to-day tasks: business, client service and clients.
Support the wider team where business demand dictates
Participate in client events and meetings
The knowledge, skills and qualifications we're looking for
External relationship management
Responsibility for day-to-day servicing of a shared client base to ensure consistent delivery of a high quality and seamless service offering.
Develop relationships with clients and their consultants, especially their administrative/operational counterparts.
Attain an in-depth understanding of the needs of clients' administrative function and proactively shape Schroders service proposition. Internal relationship management
Build strong relationships in key operational departments across Schroders, 'own' the client relationship internally; work with other departments to ensure the smooth running of the client portfolios.
Be targeted in terms of achieving certain client service goals as agreed with Client Directors for specific clients. Client queries
Respond promptly and professionally to operational / investment queries from clients and consultants.
Assist Client Directors with complex client enquiries and requests.
Act as the first point of contact for all administrative issues and deal with all day-to-day issues in the absence of the Client Director.
Be accountable for selling the benefits of SchrodersLink to clients and consultants. Maintenance of records
Ensure client information is up-to-date and maintained in relevant systems.
Ensure all records required for FCA, audit (internal and external) and Inland Revenue are obtained and kept securely as appropriate.
What you'll be like
Motivated and passionate about client service quality.
Thoroughly understands Client Service operations and processes.
Prior Client Service experience working on Insurance mandates, UK Pension and understanding of Solvency II requirements would be beneficial.
Displays confidence and passion.
Is able to be a role model of excellence in attitude and behaviour.
Builds positive working relationships and makes a difference.
Collaborative and team driven.
Is able and willing to lead and manage small client service and project initiatives.
Challenges themselves and others constructively.
Can influence and change thinking of others.
Seeks and values coaching development / management rather than being told what to do / operating under prescriptive instruction and guidance.
Is able to manage competing demands and workloads.
Will work hard, show commitment and 'go the extra mile'.
Has a desire to develop and grow beyond their current role. The above list is not intended to be exhaustive, the role-holder is expected to do anything and everything necessary to ensure efficiency of process and client satisfaction on delivery process on all fronts, at all times.
Schroders is an equal opportunities employer. You're welcome here whatever your sex, marital status, ethnic origin, sexual orientation, religious belief or age.