The team

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. We draw on the resources of the Schroders group, as well as having our own in-house investment team.

What you’ll do

• Work closely with Portfolio Managers and Directors and develop a strong understanding of the needs of the clients you support; contribute to building relationships of trust.
• Handle client administration promptly and accurately, including cash transfer requests and monitoring overdrafts (where applicable).
• Manage onboarding for new clients and support transitions of assets.
• Maintain accurate client records, including static data and authorised signatory lists.
• Help ensure client accounts are compliant and aligned with relevant regulation, policies and procedures.
• Act as a point of contact for clients and professional advisers, responding to enquiries in a timely manner and maintaining appropriate records of actions and responses.
• Maintain regular communication with the client team to manage queries, priorities and outstanding tasks.
• Manage the production and distribution of client reporting (e.g., portfolio valuations and tax reporting), particularly at quarter-end.
• Contribute to client service and internal process initiatives and committees as required; build a strong internal network and awareness of client service themes affecting the business.
• Work closely with Operations and other internal teams to ensure a seamless end-to-end client experience.
• Attend client meetings with Portfolio Managers and Directors as required.
• Take responsibility for systems training, user testing, and continuous improvement of internal processes.
• Share best practice across the business and support consistency of high service standards.
• Embody Schroders’ values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.

The knowledge, experience and qualifications you need

• Strong IT skills, particularly Microsoft Office (Word, Excel, PowerPoint, Outlook).
• A proven track record in a client-service role; experience within financial services is preferred.
• Experience of working with third-party custodians.
• Experience/awareness of servicing US persons/citizens.
• Prior team lead or management experience is desirable.
• A proactive, client-focused mindset and a genuine interest in helping clients.
• Excellent communication skills (written and verbal) with strong attention to detail.
• Ability to multi-task, manage deadlines and deliver high volumes of work accurately.
• Proven ability to collaborate effectively within a team and across multiple stakeholders.

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.

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.