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Client Services Executive - Cazenove Capital (10 month Contract)
mid · Other
Who we're looking for at Cazenove Capital?
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 and in some cases 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.
About us
Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.
Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.
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 enquires 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 & 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. You should be comfortable
challenging the status quo when appropriate - 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
What you'll be like
- 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
- You’ll have 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 deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and 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.
We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.