Client Services Associate - Relationships

Schroders Personal Wealth

23h • $28,045 - $38,860

About The Position

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. We are looking for a Client Services Associate who is proactive, client-focused, and ready to contribute significantly to client satisfaction. You will enhance the client-adviser relationship by providing proactive support to both clients and Personal Wealth Advisers. This involves timely and high-standard responses to requests, pro-active client contact to build strong relationships and contributing significantly to client satisfaction and adherence to the company’s values and behaviours. 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.

Requirements

• Strong communication skills: Ability to articulate information in a clear and understandable manner.
• Client centricity: A proactive approach to anticipating and addressing client needs.
• Attention to detail: Precision in handling client data and financial documents.
• Problem-solving abilities: Capacity to address and resolve client issues effectively.
• 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.

Responsibilities

• Ensure every action we take benefits our clients, putting them first to provide the best possible experience, challenging ourselves to think differently and lead the way in finding new ways to help our clients.
• Proactively contact clients to understand their needs, provide support and develop strong relationships.
• Engage prospect clients, positioning the SPW value proposition and supporting client into the advice journey.
• Build rapport quickly and feel comfortable conversing easily and professionally with clients and colleagues.
• Support clients and advisers with their goals and objectives.
• Handle client inquiries and requests efficiently, ensuring a high level of service.
• Maintain client records with accuracy and confidentiality.
• Ensure compliance with all regulatory requirements and company policies.
• Collaborate with team members to improve service delivery and client satisfaction.
• Assist Personal Wealth Advisers through diary management and developing strong client relationships.
• Ability to work in a fast-paced environment and have the disposition to adopt and adapt to change quickly.
• Contribute to individual and team objectives and will be given the support to be able to invest in improving your personal performance by growing your own skills and capabilities

Benefits

• Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
• Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening.
• Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.
• Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.
• Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service)
• Financial Advice: Access to free financial advice to help secure your financial future.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees