Client Service Executive at Schroders

Hong Kong, Hong Kong Island, Hong Kong S.A.R. -

Full Time

Start Date

Immediate

Expiry Date

12 Sep, 26

Salary

0.0

Posted On

14 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Servicing, Data Management, Stakeholder Management, AI Tools, KYC/AML, Escalation Management, Presentation Preparation, Operational Improvement, Digital Literacy, English Proficiency, Cantonese Proficiency, Reporting, Project Coordination, Workflow Design, Attention To Detail, Communication

Industry

Financial Services

Description

Job Summary: We are seeking a Client Service Executive on a 6-month contract to strengthen the Client Services team’s capacity to deliver high-quality servicing to institutional and intermediary clients. This role will support client engagement, escalation management, KYC/AML query handling and operational improvement initiatives, with a focus on timely follow-up, clear documentation and practical use of technology, including AI tools, to improve efficiency and service delivery. Key Responsibilities: 1. Presentation Materials Preparation • Prepare high-quality presentation materials for portfolio review meetings and member briefings. • Assist in preparing concise briefing notes that highlight key client issues, meeting objectives and required follow-up actions. 2. Client Report Quality & Status Monitoring • Monitor and review client reporting outputs to ensure accuracy, completeness and adherence to internal standards with timely escalation of any discrepancies or control gaps. • Track reporting status and delivery timelines, maintaining visibility on progress and proactively following up with the reporting team to ensure timely completion. 3. Issue Tracking & Escalation Management • Maintain accurate logs of client queries, incidents and escalated issues. • Track open issues through to resolution and ensure timely follow-up with internal stakeholders. • Prepare clear management information for reporting, including issue status, trends and key follow-up actions. 4. Project & Operational Support • Support ongoing Client Services and Client Group initiatives with clear tracking, coordination and delivery discipline. • Contribute to process improvements and maintain clear documentation where required. • Handle ad-hoc client or internal requests as assigned, ensuring appropriate prioritisation and follow-through. • Help enhance service delivery standards and operational efficiency through practical, client-focused improvements. 5. Digital & AI Enablement • Apply AI tools (e.g. for data summarisation, presentation drafting, workflow design) to streamline client servicing tasks and to improve efficiency. • Identify opportunities to automate or simplify manual processes and support implementation where appropriate. • Stay updated on emerging technologies (including AI) and proactively suggest enhancements to workflows. Requirements: • Minimum 5 years of relevant experience in client servicing, data management or operations • Strong digital literacy and comfort working with new systems and tools • Hands-on experience or familiarity with AI-enabled tools (e.g. Copilot, ChatGPT, automation tools) • Ability to leverage technology to improve productivity, data handling and reporting • Strong coordination and stakeholder management skills • High attention to detail and ability to manage multiple priorities effectively • Strong communicator in English and Cantonese 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.

Responsibilities

The role focuses on delivering high-quality servicing to institutional and intermediary clients through engagement, escalation management, and KYC/AML query handling. It also involves preparing presentation materials, monitoring report quality, and utilizing AI tools to improve operational efficiency.