Client Implementation Executive

The Client Implementation and Lifecycle (CIL) Team report to the Chief Operating Officer of the UK Client Service Group.

A dedicated team (supporting client lifecycle activities for UK pension schemes, insurance companies, intermediary clients and sub-advised mandates) the CIL Team ensure individual client requirements, regulations and lifecycle event complexities are accurately assessed, understood and appropriately project managed. The CIL Team strive to provide a market leading lifecycle event management service. This role offers broad exposure to internal stakeholders and is client facing.

What you'll do
Below is a list of responsibilities of the CIL Team:

• Project manage client activities whilst ensuring all internal parties deliver to the agreed timelines and keeping stakeholders informed of progress;


• Production of Project implementation plan and client facing documents to track and monitor progress;


• Develop and execute transition implementation plans / runbooks for UK Client activity ensuring seamless integration and safe delivery of assets;


• 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;


• Lead contact and liaison person for Clients, Consultants, other asset managers and where appropriate third party providers such as Custodians, Administrators and Transfer Agents;


• Build strong relationships with the Client Service Group ensuring the client owners and Centres of Excellence are informed, sharing knowledge through procedures, papers and training & awareness sessions;


• Attendance at external client meetings as the lead Client Implementation representative;


• 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 and


• Carry out other duties as assigned.
  
  Understanding of client lifecycle activities;


• Detailed experience in either transitions, onboarding or client service;


• 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 and


• Problem solving and relationship management skills.


The knowledge, experience and qualifications that will help

• Awareness of competitor offerings and wider market trends;


• Experience in operational risk management and control and


• Understanding of institutional clients.
  
  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 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 moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre. And we have everything we need to work flexibly.