Schroders Benefits Overview

Oversee fund operations for complex private credit, collective trust, and limited partnership funds. Review accounting packages, client statements, audited financials, fees, expense accruals, budgets, valuations, and fund structures. Monitor third-party administrators against SLAs and KPIs, review internal control reports, support client onboarding, and assist with reporting and operational queries.

Provides client service and administrative support within a wealth management team. Responsibilities include handling client requests, onboarding accounts, maintaining static data and compliance records, preparing reports, coordinating with portfolio managers and operations teams, supporting process improvements, testing systems, and mentoring colleagues. The role requires strong communication, attention to detail, teamwork, multitasking, Microsoft Office proficiency, and a proactive approach to client outcomes.

Provides client service support within a wealth management team, handling client administration, onboarding, asset transitions, account compliance, data maintenance, reporting, and client inquiries. Partners with portfolio managers, directors, and operations teams to improve processes, maintain high service standards, support systems training and testing, and mentor colleagues.