Client Service Associate - Schroders Investment Management - Return to Work Program

Job Locations US-NY-New York
Category
Operations
Type
Return-to-Work Program

Overview

reacHIRE is proud to partner with Schroders Investment Management, North America (SIMNA) for a 1 year return-to-work program starting in Summer 2022 designed for professionals who are returning to the workforce after a 1.5+ year career break. 

 

Please note candidates who have worked in part-time roles or have done independent contracting will be considered for this opportunity. It is a cohort-based model that allows individuals to re-enter the workforce in a supported way with a group of fellow returning professionals. We provide a one-week intensive onboarding specially designed to build the skills needed to successfully re-enter the workforce. This proven approach fosters camaraderie among colleagues, builds confidence and upgrades technology and professional skills that will be invaluable throughout this next phase of their career.

Summary:

The Client Service Associate is part of the North America Client Service Team, which supports all North American and Canadian clients of Schroder Investment Management North America.  The individual will be working on client reporting, ad hoc projects and providing general support to a team of Client Managers in the servicing of our client base.  The role requires someone with the ability to understand all aspects of the client’s accounts, including but not limited to legal, operational, compliance, and general investment product related issues.  This role is part of the Client Service Team covering Institutional, Sub-advisory, General Insurance, and Defined Contribution channels. The ideal candidate will be a team player, be focused on providing best in class client service and completing client requests in a timely manner.

Responsibilities

  • Responsible for supporting client managers in the overall servings of clients, which includes day to day inquiries, troubleshooting and reporting. Attain a deeper understanding of the needs and requirements of clients across the various channels
  • Preparation of accurate monthly/quarterly/annual and ad hoc reporting in a timely manner and/or by the stated deadline.
  • Provide ongoing maintenance of CRM database, client distribution lists and other client informational spread sheets.
  • Preparation of ad hoc reports required by clients and their consultants to be completed by stated deadline.
  • Preparation of internal reports for Client Service Management
  • Manage the full cycle of the new account process for pooled vehicles. This includes, but is not limited to, understanding the complexities of the account, gathering and sending the necessary documentation, coordinating efforts internally to complete setup for these clients.
  • Prepare and disseminate communications to our clients via Schroder’s Communication system.
  • Review and provide corrections of client invoicing that is prepared by Schroder’s Finance Team.
  • Manage account amendments requested by Client and/or Relationship Director. This includes preparation, processing, and circulation as stipulated by internal procedures.
  • Manage account termination process by gathering necessary documentation and notifying all concerned parties.
  • General assistance to the client service team to fulfill reporting requirements, manage client inquiries and client information.
  • Develop technical skills and participate in local/global firm initiatives to streamline processes and functions vital to servicing clients.
  • Follow the policies and procedures as defined by your manager that will allow you to effectively complete your job.

Qualifications

Required Skills:

  • Bachelor’s degree, or equivalent experience
  • 0 – 3 years’ prior experience with institutional client service
  • The ability to obtain Series 7 and 63 licenses within 6 months following the completion of the 1 year return-to-work program
  • Advanced proficiency with Microsoft Office Suite (MS Outlook, Word, Excel and PowerPoint).

 

Preferred Skills:

  • Strong team orientation
  • Enthusiastic and client-oriented mentality
  • Experience working with a broad array of asset classes
  • Strong interpersonal and written/verbal communication skills, including email correspondence.
  • Demonstrated ability to explain relatively complex concepts in a clear and concise manner.
  • The role is prescribed within a well-established framework.  However, the role holder is expected to play an active part in improving day-to-day procedures and how the work is to be tackled.
  • Thorough and attentive to detail.
  • Ability to multi-task and manage competing priorities while meeting deadlines.
  • Excellent judgment and problem solving skills; escalate issues as appropriate.
  • Experience with SalesForce.com and/or MMD

About reacHIRE

reacHIRE is changing the trajectory for individuals in the workplace by partnering with forward-thinking companies. Through customized programs tailored to a company's unique business needs and culture, reacHIRE carefully selects under-the-radar, top talent who voluntarily off-ramped and are ready to on-ramp back into their career. At the end of the program, you may be eligible for full-time or extended contracting work, but it is not guaranteed. reacHIRE will provide 360 degree support along with a dedicated Program Manager to ensure your success every step of the way!

Our Returnship Program participants come from all walks of life, and so do we. At reacHIRE, the sum of our individual differences, life experiences, innovative thinking and self-expression is what makes us great. We hire exceptional talent from a wide variety of backgrounds, not just because it is the right thing to do, but because it makes us, our programs, and the forward-thinking companies we partner with stronger, better and more innovative.  Be you and reach higher.

 

Please note:

  • reacHIRE will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. For assistance with your application please contact: Sarah White at swhite@reachire.com.
  • reacHIRE is unable to sponsor program participants for the duration of our return-to-work programs

 

About Schroders Investment Management, North America (SIMNA):

As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfill their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients.

Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £731.6 billion (€871.3 billion/$990.9 billion) of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 5,500+ people across six continents who focus on doing just this.

We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over two centuries and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests. 

ADA

Schroder Investment Management North America Inc. complies with the Americans with Disabilities Act of 1990.

EEO/Affirmative Action

Schroder Investment Management North America Inc. is an affirmative action-equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, age, marital status, national origin, ancestry, sex, sexual orientation, gender identity or expression, intellectual disability, mental disability or physical disability, including, but not limited to, blindness, or protected veteran status.

 

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