Client Implementation Executive

About Schroders

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 5,000 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.

The team

The Client Implementation and Lifecycle (CIL) Team is a dedicated team (supporting client lifecycle activities for all segregated mandate activity within UK, EMEA, US and APAC. The CIL Team ensure individual client requirements, regulations and lifecycle event complexities are accurately assessed, understood and appropriately project managed. The CIL Team strives to provide a market leading lifecycle event management service.

This role offers broad exposure to internal stakeholders and is client facing lead for all activity that falls within the team's remit.

What you'll do

Below is a list of responsibilities of the CIL Team:

• Lead client contact for all Client Implementation activity, with a focus on clients in Greater China
• Lead on complex projects involving alternative asset classes, OTC/ETD derivative usage and/or non-standard Schroders processes, project managing client activities whilst ensuring all internal parties deliver to the agreed timelines and keeping stakeholders informed of progress
• Production of Project implementation plan & client facing documents to track and monitor progress
• Develop and execute transition implementation plans / runbooks for Client activity ensuring seamless integration and safe delivery of assets
• Provide a market leading Implementation service
• Coordinate the review and execution of client legals and to actively seek to understand the client mandate and have consideration about all commercial aspects of the relationship
• Strict adherence to Schroders policies and procedures
• In addition to the lead client contact, be a key liaison person for Clients, Consultants, other asset managers and where appropriate with third party providers such as Custodians, Administrators and Transfer Agents
• Build strong relationships with the Client Group ensuring the client owners and Centres of Excellence are informed, sharing knowledge through procedures, papers and training & awareness sessions
• Seek to understand Schroders investment operational processes
• Build rapport and relationships with key internal stakeholders, including counterparts in the UK where the firm is headquartered
• Uphold and support the values and brand of Schroders to our clients
• Maintain knowledge of the regulatory landscape
• Have or seek to develop an enhanced understanding of investment strategies and Schroders products and solutions
  Carry out other duties as assigned

The knowledge, experience and qualifications you need

• Understanding of client lifecycle activities
• Detailed experience in either transitions, onboarding or client service within the asset managment industry
• A good understanding of custody, transfer agency and fund administration
• Good communication skills (both verbal and written) in order to deliver Schroders messages coherently and confidently to external parties
• Confidence to question existing strategies, policies and procedures and input into any strategy discussions
• IT skills, detailed wording knowledge of MS applications, Excel, Word and PowerPoint
• Confidence to lead project calls and/or meetings with internal and external stakeholders
• Problem solving and relationship management skills
  Proficiency in Mandarin and Cantonese as the role serves clients in Greater China

The knowledge, experience and qualifications that will help

• Awareness of competitor offerings and wider market trends
• Experience in operational risk management and control
  Understanding of institutional clients

We're looking for the best, whoever they are

Schroders is an equal opportunities employer. You're welcome here whatever your socio-economic background, race, sex, gender identity, sexual orientation, religious belief, age or disability.