Client Services Associate - Relationships (L&SE)
Apply locations: London, Cambridge & East Anglia Hub, South East Hub
Job Type:
Permanent
Closing Date:
26/01/2025
Schroders Personal Wealth aims to improve the way financial advice is offered, by making it more affordable, accessible and powerful for more people. We want to change lives for the better.
As the first point of contact for our clients, the Client Services Associate will be responsible for understanding how we can help our existing and potential clients, championing best in class client service, alongside accurate, organised, collaborative delivery of required relationship focused tasks.
Location:
London Job Type:
Permanent, Full-Time Salary:
National: £26,434 - £29,077
London: £33,298 - £36,627
As a Client Services Associate in our Relationships team, you are passionate about enhancing client-adviser relationships and providing the best-in-class service. With us, you will have the opportunity to showcase your dynamic approach to addressing our client’s needs. At SPW, we are looking for a Client Services Associate who is proactive, client-focused, and ready to contribute significantly to client satisfaction. You will be the first point of contact for our clients, playing a crucial role in understanding their goals and proactively reaching out to maintain strong relationships.
Your responsibilities will include:
Proactively contacting clients to understand their needs, provide support, and develop strong relationships.
Handling enquiries and requests efficiently, ensuring a high level of service, and maintaining accurate and confidential client records.
Working closely with Personal Wealth Advisers to support clients' goals and objectives, assist with diary management, and improve service delivery.
Ensuring adherence to all regulatory requirements and company policies.
Ensure every action benefits our clients, challenging ourselves to think differently and find new ways to help.
Engage prospect clients, position the SPW value proposition, and support them into the advice journey.
Build rapport quickly and converse professionally with clients and colleagues.
Skills Required:
Strong Communication:
Clear and understandable articulation of information.
Client Centricity:
Proactive approach to anticipating and addressing client needs.
Attention to Detail:
Precision in handling client data and financial documents.
Problem-Solving:
Effective resolution of client issues.
Time Management:
Proficiency in managing multiple tasks and meeting deadlines.
Adaptability:
Flexibility to adjust to changing client needs and industry trends.
Teamwork:
Collaborative spirit to work with various departments and contribute to team objectives.
We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.
The Benefits and Perks...
In addition to a competitive salary, we offer these enticing benefits to employees:
Generous Holiday Entitlement:
Enjoy 30 days of annual leave plus bank holidays, with the option to purchase 5 additional days.
Company Pension Contribution:
A matched pension contribution of up to 15% of your base pay if you contribute 6%.
Additional Cash Allowance:
Receive an extra 4% cash allowance that can fund various optional benefits, including Paid Sabbatical Leave, Dental Cover, Critical Illness Insurance, Gym Membership, or an electric/ULEV car.
Health & Wellbeing:
We offer company-paid Private Medical Insurance, Life Insurance, and Health Screening.
Financial Advice:
Access to free financial advice to help secure your financial future.
Car Allowance:
Up to £9,000 annually if your role demands over 10,000 business miles a year.
Annual Bonus:
Eligible after 3 months’ service, based on company/individual performance.
To find out more go to
Rewards and Benefits
The Next Step...
To join a dynamic team and contribute to our mission of changing lives, click "Apply" to complete your application.
You belong here…
At Schroders Personal Wealth, we embrace individuality and encourage diversity of identity, experience, and thought.
We actively strive for inclusive behaviours and actions across our company and our work, including making appropriate adjustments for disabilities, long-term health conditions or neurodiversities to ensure equal opportunities for all.
Schroders Personal Wealth operates under the Senior Managers and Certification Regime as a solo-regulated firm and if this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.
About Us “It’s great that you have clicked this far. What we are building at SPW has clearly caught your attention and you’re interested in working with us to change lives through providing more financial advice to more clients. If you need more insight about what it’s like to work here, check out our careers page on
Careers | Working at SPW | Schroders Personal Wealth .
If you are ready to explore our vacancies further, get scrolling! The 'Search for Jobs' page shows you all our current roles, each providing an opportunity to develop your career in an organisation that, through innovative products and technology and a clear client focus, has set its sights on being at the forefront of the Wealth Management market.
If there is no suitable role for you now, keep checking in. New roles come live all the time and they don’t always stick around for long!”
#J-18808-Ljbffr
Job Type:
Permanent
Closing Date:
26/01/2025
Schroders Personal Wealth aims to improve the way financial advice is offered, by making it more affordable, accessible and powerful for more people. We want to change lives for the better.
As the first point of contact for our clients, the Client Services Associate will be responsible for understanding how we can help our existing and potential clients, championing best in class client service, alongside accurate, organised, collaborative delivery of required relationship focused tasks.
Location:
London Job Type:
Permanent, Full-Time Salary:
National: £26,434 - £29,077
London: £33,298 - £36,627
As a Client Services Associate in our Relationships team, you are passionate about enhancing client-adviser relationships and providing the best-in-class service. With us, you will have the opportunity to showcase your dynamic approach to addressing our client’s needs. At SPW, we are looking for a Client Services Associate who is proactive, client-focused, and ready to contribute significantly to client satisfaction. You will be the first point of contact for our clients, playing a crucial role in understanding their goals and proactively reaching out to maintain strong relationships.
Your responsibilities will include:
Proactively contacting clients to understand their needs, provide support, and develop strong relationships.
Handling enquiries and requests efficiently, ensuring a high level of service, and maintaining accurate and confidential client records.
Working closely with Personal Wealth Advisers to support clients' goals and objectives, assist with diary management, and improve service delivery.
Ensuring adherence to all regulatory requirements and company policies.
Ensure every action benefits our clients, challenging ourselves to think differently and find new ways to help.
Engage prospect clients, position the SPW value proposition, and support them into the advice journey.
Build rapport quickly and converse professionally with clients and colleagues.
Skills Required:
Strong Communication:
Clear and understandable articulation of information.
Client Centricity:
Proactive approach to anticipating and addressing client needs.
Attention to Detail:
Precision in handling client data and financial documents.
Problem-Solving:
Effective resolution of client issues.
Time Management:
Proficiency in managing multiple tasks and meeting deadlines.
Adaptability:
Flexibility to adjust to changing client needs and industry trends.
Teamwork:
Collaborative spirit to work with various departments and contribute to team objectives.
We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.
The Benefits and Perks...
In addition to a competitive salary, we offer these enticing benefits to employees:
Generous Holiday Entitlement:
Enjoy 30 days of annual leave plus bank holidays, with the option to purchase 5 additional days.
Company Pension Contribution:
A matched pension contribution of up to 15% of your base pay if you contribute 6%.
Additional Cash Allowance:
Receive an extra 4% cash allowance that can fund various optional benefits, including Paid Sabbatical Leave, Dental Cover, Critical Illness Insurance, Gym Membership, or an electric/ULEV car.
Health & Wellbeing:
We offer company-paid Private Medical Insurance, Life Insurance, and Health Screening.
Financial Advice:
Access to free financial advice to help secure your financial future.
Car Allowance:
Up to £9,000 annually if your role demands over 10,000 business miles a year.
Annual Bonus:
Eligible after 3 months’ service, based on company/individual performance.
To find out more go to
Rewards and Benefits
The Next Step...
To join a dynamic team and contribute to our mission of changing lives, click "Apply" to complete your application.
You belong here…
At Schroders Personal Wealth, we embrace individuality and encourage diversity of identity, experience, and thought.
We actively strive for inclusive behaviours and actions across our company and our work, including making appropriate adjustments for disabilities, long-term health conditions or neurodiversities to ensure equal opportunities for all.
Schroders Personal Wealth operates under the Senior Managers and Certification Regime as a solo-regulated firm and if this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.
About Us “It’s great that you have clicked this far. What we are building at SPW has clearly caught your attention and you’re interested in working with us to change lives through providing more financial advice to more clients. If you need more insight about what it’s like to work here, check out our careers page on
Careers | Working at SPW | Schroders Personal Wealth .
If you are ready to explore our vacancies further, get scrolling! The 'Search for Jobs' page shows you all our current roles, each providing an opportunity to develop your career in an organisation that, through innovative products and technology and a clear client focus, has set its sights on being at the forefront of the Wealth Management market.
If there is no suitable role for you now, keep checking in. New roles come live all the time and they don’t always stick around for long!”
#J-18808-Ljbffr
