Client Service
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Schroders, with headquarters in London, employs over 5’000 talented people worldwide, operating in 32 different countries across Europe, the Americas, Asia, the Middle East and Africa, close to the markets in which we invest and close to our clients. Schroders has developed under stable ownership for over 200 years and long-term thinking governs our approach to investing, building client relationships and growing our business.

Schroders in Switzerland is a renowned Financial Institution with around 400 employees located in Zurich and Geneva. For our private clients we provide tailor made investment solutions and complementary financial services. On behalf of institutional and retail investors, financial institutions and high net worth clients from around the world, we invest in a broad range of asset classes across equities, fixed income, multi-asset and alternatives. We also specialize in providing high-quality private equity solutions to our clients.

For our Asset Management entity within Schroder Investment Management (Switzerland) AG in Zurich we are looking for a

Client Service Executive 100%

Overview of role
As a Client Service Executive you are responsible to coordinate and administrate a broad range of activities in the client life-cycle within the investment management business, while interacting with a variety of internal and external stakeholders in an international environment.

Job specification
  • Provide comprehensive support to client directors in their business activities with clients
  • Coordinate client requests for proposals with other service centers and investment desks
  • Manage and coordinate client onboarding, including execution of new agreements as well as update of existing agreements
  • Ensure client documentation is up-to-date at all times
  • Prepare and manage client reports
  • Respond to and coordinate client enquiries
  • Provide high quality support to certain local investment desks
  • Coordinate internal projects to improve efficiency of procedures within client service
  • Act as deputy for the Head Client Service
Required profile
  • Education in finance, banking and/or economics
  • 5+ years’ of relevant work experience as Client Service Executive or a similar role in the asset management industry
  • Team player with excellent communication skills and proactive approach
  • Ability to cope with pressure and adapt to new situations quickly
  • Focus on client satisfaction by taking responsibility, being solution-oriented and highly reliable
  • Confident approach in dealing with external parties in Switzerland and abroad
  • Proficiency in MS Office, especially Excel, PowerPoint and Word
  • Fluent in German and English (French is an asset
We offer a challenging, diverse and supportive working environment as well as modern employment conditions in an international, dynamic and entrepreneurial environment. The office is located only 5 minutes from Zurich main station.
Schroder Investment Management (Switzerland) AG
Human Resources
Pfingstweidstrasse 60, CH-8031 Zürich, Schweiz
Tel: +41 (0)44 250 11 11

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