Client Services Executive, China Business
2 weeks ago
We're a global investment manager managing over £700 billion of clients' assets. 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 5500 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. We take immense pride in our culture and our reputation of being an employer of choice. It's important to us that our people feel valued, included, and supported in their professional and personal growth.
By promoting flexible working, championing inclusion, and making health and wellbeing a priority, we have created the conditions for our people to thrive.
Job Summary
Work under the direction of the China Service Managers and Client Directors;
Work as part of a team in providing efficient and effective client servicing and reporting support to Client Directors and China Institutional Business.
Key Responsibilities
Provide client servicing and reporting support to an assigned group of client accounts;
Resolve routine administrative matters directly;
Prepare materials for client meetings/due diligence questionnaires (DDQs)/requests for proposals (RFPs)for review by Client Directors/ Client Service Managers and coordinate bilingual (English/Chinese) translation, printing and distribution;
Lead client take-on processes, such as KYC, legal document negotiation, account opening, daily name screening, custodian onboarding, and GICTO (Global Institutional Client Take-on)etc., under the direction of Client Directors and China Service Managers
Host/Assist client meetings(including portfolio reviews) and marketing events under the direction of Client Directors and China Service Managers, and take quality meeting notes.
Keep clean and timely activity records (e.g. meeting notes, contacts, agreements, in/outflows) in Salesforce.
Field and coordinate responses to administration queries from clients;
Be responsible for managing the distribution process for all client reporting (e.g. valuation and performance reports, management and performance fee invoices, factsheets and quarterly investment reports) and ensuring all deadlines are properly met;
Work with various departments such as Investment support, Performance, Marketing and Operations, to ensure that proper client records are set up in all systems and any changes to client details are made on a timely and accurate basis in line with internal procedures;
Source data for and prepare client reports/templates for review by Client Directors/ Client Service Managers;
Prepare or ordinate ad hoc and non-standard reporting as required by clients from time to time;
Ensure proper filing of all client records (in line with internal and external requirements), meeting notes and update client relationship management system on behalf of Client Directors;
Distribute standard investment and economic outlook information for designated clients;
Prepare tailored investment and market commentary for key clients for review by Client Directors/ Client Service Managers;
Communicate regularly with the Client Directors/ Client Service Managers and ensure they are fully apprised of any developments or issues related to their clients;
Participate in internal projects as and when required.
Profile
Self-motivated individual with good communication and interpersonal skills.
Hardworking, good at multi-tasking, and can work and deliver under pressure and tight deadlines.
Reliable team player with a growth mindset, hungry to learn and willing to cultivate opportunities with challenges.
Fluency in written and oral English and Mandarin is required.
At least 2 years of relevant experience in the finance industry, previous working experience within the asset management industry is preferred.
We recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why 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 characteristics.
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For applicants applying for positions with Schroder Investment Management North America Inc. (SIMNA):
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SIMNA is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Please view SIMNA's EEO POLICY STATEMENT . If you'd like more information on your EEO rights under US law, please view EEO IS THE LAW POSTER , EEO IS THE LAW POSTER SUPPLEMENT and PAY TRANSPARENCY POSTING .
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