Client Service Executive

4 days ago


Singapore Schroders Full time

**Business Area**:Client Group

**Location**:Singapore

**Reporting to**:Head of Client Service APAC

**Job title**:Client Service Executive

**Who we’re looking for**

We are seeking a Client Service Executive who is passionate about delivering excellent service to our SEA institutional clients. You will support clients by responding to a variety of queries and requests, ranging from portfolio and performance information to legal and compliance matters, with guidance from more experienced colleagues where needed. In this role, you will help to strengthen client relationships aligning with sales teams to help drive commercial success. Acting as the ‘Voice of the Client’, you will ensure client needs and requirements are understood and communicated effectively across the business. You will deliver high quality servicing, addressing queries promptly and working collaboratively with internal teams to create a seamless and positive client experience.

**About Schroders**

We are 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 across six continents. 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 location**

Our headquarters are located in the City of London, at the heart of the UK’s financial centre. Client Group is a global division, and the APAC Client Service Singapore & Hong Kong hub is in close proximity to key stakeholders (e.g. operations, legal, compliance) and is well placed to effectively deliver first class client service to our APAC client base and Sales teams.

**The team**

The Singapore & Hong Kong based APAC hub is a team of Client Service representatives split across two teams (Institutional and Intermediary) both reporting to the Head of Client Service, APAC. This role will be focused on SEA Institutional clients.

**What you’ll do**
- Act as a trusted point of contact for institutional clients, providing clear, accurate, and timely information, and assisting with the management of enquiries and service requests to help deliver effective resolution and support client satisfaction. Work collaboratively with internal teams to gather and share client requirements and contribute ideas for improving key client-facing processes.
- Help monitor and record activities related to errors, omissions, and complaints, ensuring accurate documentation and timely escalation in line with policies, while learning best practices to help minimise errors.
- Develop and maintain positive working relationships with the global onboarding team to stay informed about client onboarding progress and processes.
- With guidance, from time to time, you may be required to be involved with the on/offboarding processes for segregated mandates, supporting key stakeholders as required.
- Support the accurate documentation and execution of side letters, amendments, and bespoke clauses within client legal agreements, following established procedures and seeking guidance when needed.
- Help deliver timely client communications regarding updates, regulatory notices, and other important information, ensuring content is clear and relevant.
- Work closely with operations and reporting teams to help co-ordinate reporting requirements for new and existing clients, supporting the delivery of high-quality information.
- Collaborate with Operations and other business areas to support ongoing improvements in service delivery and help maximise value for clients.
- Assist in planning, coordinating, and supporting client meetings, representing Schroders and its operations in a knowledgeable and professional manner, with guidance where needed.
- Gather and provide information to help clients with their ad hoc requests, ensuring they are responded to efficiently and professionally.

**Desirable knowledge and experience requirements**
- **Experience**:Ideally, you have around 3-5 years’ experience in client servicing, relationship management, or a similar role within asset management or financial services, with some exposure to Asian institutional clients being an advantage.
- **Industry Awareness**:You have a basic understanding of asset management products and services (such as funds, mandates, and alternative investments) and are eager to learn more about the needs of institutional clients, such as pension funds and insurers.
- **Regulatory Awareness**:You are familiar with, or keen to develop your knowledge of key regulatory frameworks in APAC and local market practices.
- **Client Servicing Excellence**:You have some experience of providing a high standard of service to clients and supporting client relationships, acting as a reliable point of contact and responding to queries professionally.
- **Cross-Functional Collaboration**:You have worked with



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