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T. Rowe Price Associates, Inc.

San Francisco, California

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Missouri State Employees' Retirement System

Jefferson City, Missouri

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Texas Permanent School Fund Corporation

Austin, Texas

Picton Mahoney Asset Management

Ontario, Canada

Texas Permanent School Fund Corporation

Austin, Texas

Texas Permanent School Fund Corporation

Austin, Texas

Picton Mahoney Asset Management

Toronto, Canada

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MacArthur Foundation

Chicago, Illinois

Oxford Knight

London, United Kingdom

eFinancialCareers

Manama, Bahrain

HFG

London, United Kingdom

Alexander Ash Consulting

London, United Kingdom

Goodman Masson

London, United Kingdom

Deutsche Bank

New York,

PER, Private Equity Recruitment

London, United Kingdom

Oxford Knight

London, United Kingdom

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Client Services Executive, Wealth Management (Contractor)
Overview of role / Principal Responsibilities To assist the Relationship Manager with administrative duties. Key responsibilities Support the team (as above) in the development and maintenance of spreadsheets, preparation of reporting and meeting materials and maintain key product and team statistics; Oversee the account set-up process Interaction with administrative / operational units within Schroders Wealth Management (based in Zurich, London and the Channel Islands) or its custodians and assist with the management of the service to ensure seamless client relationship management; Assist team members at quarter-end to complete and send out client reports and prepare client presentation


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