Client services executive bristol Work, Jobs in Bristol, Eng (with Salaries)

Client Services Executive - Bristol
Schroders —Bristol
- Full-time
- Microsoft Office
- IT
- Communication skills
4d
Business Development Executive
GDS Group —Bristol
- £40,000 - £55,000 a year
- Full-time
- Sales
- Presentation skills
- Team management
Quick apply
HR Administrator
Reynolds Porter Chamberlain —Bristol
- Full-time
- Microsoft Excel
- Human resources
- Data entry
Sales Development Representative
GDS Group —Bristol
- £30,000 - £35,000 a year
- Full-time
- Sales
- Presentation skills
- Team management
Quick apply
Customer Account Executive
Reconomy Connect —Bristol
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
- Referral programme
Sales Development Executive
CPM UK —Newport
- £28,000 a year
- Full-time
- Sales
- Merchandising
- Communication skills
Quick apply
12d
Housekeeper & Office Concierge
Boomtown Festival UK Ltd —Bristol
- £30,000 a year
- Full-time
- Hospitality
- In-person
- Annual leave
- Employee stock ownership plan
Quick apply
1d
Automotive Sales Executive
Waylands Automotive —Bristol
- £21,000 - £54,000 a year
- Weekend availability
- Bilingual
- In-person
- Communication skills
- Health & wellbeing programme
- Employee discount
Quick apply
8d
Business Development Executive
Best.Energy —Bristol
- Up to £43,000 a year
- CRM software
- Driving
- IT
Quick apply
Pensions Administrator
Ashe Consulting —Bristol
2d
Corporate Receptionist
NAB-Jones Lang LaSalle Services —Bristol
- Full-time
- Microsoft Outlook
- Computer literacy
- Microsoft Office
Quick apply
11d
Sector Client Director - Healthcare
BAM UK & Ireland —Patchway
- Presentation skills
- No degree
- Travel
- Annual leave
Marketing Executive
Howden Group Holdings —Bristol
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
1d
Paralegal
Ashfords LLP —Bristol
- Full-time
- Organisational skills
Customer Service Executive
Ayvens —Bristol
- £27,030 a year
- Full-time
- Customer service
- Organisational skills
- Communication skills
- Free parking
- Annual leave
Healthcare & Group Risk Administrator
Ashe Consulting —Bristol
- £26,000 - £36,000 a year
2d
Account Manager
Biffa Waste Services —Bristol
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
Quick apply
Sales Executive (HF1269945)
Flourish —Bristol
- £27,000 a year
- Full-time
- Sales
- Business development
- Organisational skills
Quick apply
12d
Assistant Manager, Restructuring
Interpath Advisory —Bristol
- Full-time
- Hybrid work
- Travel
- Communication skills
Quick apply
Senior Pensions Administrator
Ashe Consulting —Bristol
2d

I want to receive the latest job alerts for client services executive bristol in bristol, eng

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Client Services Executive - Bristol

Schroders -
Bristol

Apply Now

Job details

Full-time
4 days ago

Qualifications

Microsoft Office
IT
Communication skills

Full job description

Who we’re looking for

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 Cazenove Capital

At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

About Schroders, our parent company

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.

The base

We have a modern, comfortable office in the commercial centre of Bristol. This role is office based full-time.

The team

We are one of the largest UK-based wealth management firm, 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 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

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

The knowledge, experience and qualifications that’ll help

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

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 characteristic.

Apply Now

Refine Your Search

client services executive bristol jobs in bristol, eng

Client Services Executive - Bristol

Business Development Executive

HR Administrator

Sales Development Representative

Customer Account Executive

Sales Development Executive

Housekeeper & Office Concierge

Automotive Sales Executive

Business Development Executive

Pensions Administrator

Corporate Receptionist

Sector Client Director - Healthcare

Marketing Executive

Paralegal

Customer Service Executive

Healthcare & Group Risk Administrator

Account Manager

Sales Executive (HF1269945)

Assistant Manager, Restructuring

Senior Pensions Administrator

I want to receive the latest job alerts for client services executive bristol in bristol, eng

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected