Client Relationship Manager
4 weeks ago
We are excited to announce an opening for the role of Client Relationship Manager at Schroders, a leading firm in the financial services sector.
About Schroders:
Schroders is renowned for delivering exceptional solutions tailored for financial advisers, encompassing compliance, platform, and investment services. Our Client Support Teams are committed to guiding advisers throughout their professional journey.
At Schroders, we emphasize providing families with tailored solutions to meet their financial aspirations, ensuring they attain peace of mind. We are dedicated to achieving positive client outcomes and uphold the principles of Treating Customers Fairly.
The Role:
This position will involve working from various locations, equipped with state-of-the-art technology and a collaborative work environment. We offer adaptable working arrangements to support your personal and professional life.
Key Responsibilities:
- Assist Team Leaders in maintaining high standards of new business and service delivery.
- Serve as a liaison between adviser teams and investment/platform providers.
- Support financial planners with client service, financial advisory, and new business development activities.
Qualifications:
- R01, FA1, FA2 Qualified, or actively pursuing these qualifications.
Preferred Attributes:
- Champion the principles of Treating Customers Fairly.
We are committed to fostering diversity and inclusion, while consistently delivering outstanding investment performance for our clients.
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