Operations Academy - Client Static Data Analyst 1
We're proud of what we do, and this couldn't have been achieved without our people. At Schroders, we actively seek innovative people from diverse backgrounds, who can bring a fresh approach to our business. If you've just finished school, college, university or are looking for a career change, then our Operations Academy Programme provides you with a chance to take the first step into a career in the financial industry. Ultimately, we can teach what you need to know about the job, we just need you to bring your drive, passion and enthusiasm to make the most of all opportunities.
We're looking for an Analyst to join our Client Static Data team who provide client data management services for all Schroders Wealth Management entities worldwide, including processing account and portfolio openings, online access, and data maintenance.
The programme
You will join Schroders as a permanent employee and start your career in our Operations Academy, which currently runs for 18-24 months. During this time you will study for your CISI Level 3 - Investment Operations Certificate, learn on the job, and have access to a wide range of soft skill training courses.
Investment20/20
You will join as an Operations Academy Trainee as part of the Investment20/20 programme, where you will have opportunities to meet and network with trainees across the industry and participate in training, socials, and insight events.
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
At Schroders, we're known for doing things differently. That's why we're building a home for the ambitious in Horsham, West Sussex. You'll get all the benefits of being part of a world-leading FTSE 100 company, along with the support of being part of a genuine local community. If you're looking for opportunities that match your ambitions, you'll find them right here in Horsham.
What you'll do
1. Maintain client records in T24 (incl. opening/closing of accounts and portfolios for wealth clients, third parties, and operational Internal Clients) and process changes to client data on a daily basis;
2. Update client reporting requirements, including setup of third-party recipients;
3. Process changes to client fees, including bespoke/special fees;
4. Setup new web user clients for eServices (online client portal) and process any adhoc changes;
5. Provide support to the local Client Documentation teams in UK, Guernsey, Switzerland, and Singapore regarding client data;
6. Manage client and stakeholder queries pro-actively, liaising with internal teams with particular focus on quality and timeliness of communication;
7. Work through high volumes, prioritising and managing workloads.
The knowledge, experience and qualifications that'll help
1. Any experience which demonstrates good communication, analytical skills, and working well within a team environment.
2. Proficient in basic software notably Excel;
3. Keenness to innovate and improve processes.
4. Experience of prioritising workload, demonstrating a keen eye for detail, problem-solving, and confidence in communicating.
5. Being organised and taking the initiative.
You must be at least 18 years old by the start date of the programme to apply for the advertised intake. You will need to study for your CISI Level 3 - Investment Operations Certificate outside of normal office hours.
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 characteristics.
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