The Global Marketing team is responsible for all aspects of marketing to the retail, intermediary, institutional, Insurance Asset Management and Financial Clients Group channels. Marketing includes event organisation, production of literature, RFPs, PR & presentations and advertising.
Positioned within global marketing, Client Data Services is responsible for sourcing and distributing data to clients, investment consultants, prospective clients and third parties for products and other data needed from across Schroders.
To achieve this, the individual will be required to produce first class, timely, professional output that will continue to build Schroders' profile, whilst liaising effectively with Sales and Product professionals and other stakeholders in the new business process across Schroders.
The job holder has responsibility to pay due regard to the interests of our customers and treat them fairly, ensuring that the information provided to clients on products and services is clear and useful and enables them to understand fully what they are being offered. They are required to familiarise themselves fully with the team's current procedures, FCA compliance requirements, and the principles behind 'Treating Customers Fairly' and 'Conduct Risk'.
The Client Data Services team liaises with over 20 different product desks and various other departments to assemble necessary information according to ad hoc, bespoke and frequent requests.
The Client Data Services team is responsible for the management, update, provision and quality control of the following types of quantitative information:
Portfolio characteristics (asset allocations and other exposures)
Portfolio assets under management (AUMs)
Distributor static data updates
Bespoke monthly/quarterly client reporting, including research platforms
The role will also provide dedicated administrative support to the marketing teams. To provide secretarial and basic marketing support to the Global, European and UK marketing teams and PR. This is an excellent opportunity for someone with secretarial experience also looking to move into a client support role within a busy global marketing team.
Responsibilities for this role: Client Data:
Completing tasks by required deadlines
Maintaining product data across global consultant databases.
Undertake data checks for other team members
Producing competitor analysis on products
Ensuring a responsive approach to the provision of data and wherever possible a proactive approach to data collation
Automating data provision where achievable
Reducing duplication of task and effort across multiple business areas
Maintaining the workflow management tool
Identifying areas of efficiency that can be achieved in collaboration with Distribution - IT
Recording and filing all workload in accordance with FCA requirements and the process manual
Assist with planning and preparation for events
Source suppliers for unique and innovative client giveaways
Assist with management of marketing budget
Diary and account management for Schroders' media room
Organisation of internal meetings including room booking, catering etc
Diary management, including organisation of all travel arrangements and itineraries
Literature printing and storage
Completing expense claims and settling invoices
Assist with the production of marketing emails in the Eloqua email programme
Assisting other secretaries, as required.
Strong numeracy and literacy
Professional manner and hard working
Excellent attention to detail, with sound grammatical understanding
Efficient and well-organised
Ability to take on a variety of tasks
Excellent inter-personal skills with the ability to build rapport at all levels
Strong Microsoft Office skills (Excel, Word, PowerPoint)
Proficient in online systems as you will be working with a 100% paperless online process
Ability to use initiative, prioritise and work to tight deadlines
Confident telephone manner
Previous experience in a similar data role will be beneficial;
Familiarity with RFP and consultant databases is beneficial;
IMC (or equivalent) (or at least the ambition to do so)
Internal Number: 4759733
About Schroders Investment Management
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