Current jobs related to Client Services Coordinator - Chester, Cheshire - Schroders

  • Client Services Coordinator

    2 months ago

    Chester, Cheshire, United Kingdom Schroders Full time

    Client Services Coordinator at Schroders We are seeking a dedicated Coordinator to join our esteemed team of Financial Advisors. This pivotal role will focus on assisting our Financial Advisors in providing exceptional service and guidance to our clients. About Us At Schroders, we are committed to delivering innovative solutions that encompass...

  • Client Services Coordinator

    3 weeks ago

    Chester, Cheshire, United Kingdom Schroders Full time

    Client Services Coordinator at Schroders We are seeking a dedicated Coordinator to join our esteemed team of Financial Advisors. This pivotal role will focus on assisting our Financial Advisors in providing exceptional service and guidance to our clients. About Us At Schroders, we are committed to delivering innovative solutions that encompass...

  • Client Services Coordinator

    3 weeks ago

    Chester, Cheshire, United Kingdom Schroders Full time

    Client Services Coordinator at Schroders We are seeking a dedicated Coordinator to join our esteemed firm of Chartered Financial Planners. The primary responsibility will be to assist our Financial Planners in providing exceptional advice to our clients. About Us At Schroders, we take pride in developing innovative solutions that encompass...

  • Client Services Coordinator

    2 months ago

    Chester, Cheshire, United Kingdom Schroders Full time

    Client Services Coordinator at Schroders We are seeking a dedicated Coordinator to join our esteemed firm of Chartered Financial Planners. The primary responsibility will be to assist our Financial Planners in providing exceptional advice to our clients. About Us At Schroders, we take pride in developing innovative solutions that encompass...

  • Client Services Coordinator

    2 months ago

    Chester, Cheshire, United Kingdom Schroders Full time

    Client Services Coordinator at Schroders We are seeking a dedicated Coordinator to enhance our esteemed firm of Chartered Financial Planners. The primary focus of this role will be to assist our Financial Planners in providing exceptional guidance to our clients. About Us At Schroders, we take pride in developing innovative solutions that encompass...

  • Client Services Coordinator

    2 months ago

    Chester, Cheshire, United Kingdom Schroders Full time

    Client Services Coordinator at Schroders We are seeking a dedicated Coordinator to join our esteemed team of Chartered Financial Planners. The primary focus of this role will be to assist our Financial Planners in providing exceptional guidance to our clients. About Us At Schroders, we take pride in developing innovative solutions that encompass...

  • Client Services Coordinator

    3 weeks ago

    Chester, Cheshire, United Kingdom Schroders Full time

    Client Services Coordinator at Schroders We are seeking a dedicated Coordinator to join our esteemed team of Chartered Financial Planners. The primary focus of this role will be to assist our Financial Planners in providing exceptional guidance to our clients. About Us At Schroders, we take pride in developing innovative solutions that encompass...

  • Client Services Coordinator

    4 weeks ago

    Chester, Cheshire, United Kingdom Schroders Full time

    Client Services Coordinator at Schroders We are seeking a dedicated Coordinator to enhance our esteemed firm of Chartered Financial Planners. The primary focus of this role will be to assist our Financial Planners in providing exceptional guidance to our clients. About Us At Schroders, we take pride in developing innovative solutions that encompass...

  • Service Coordinator

    2 weeks ago

    Chester, Cheshire, United Kingdom Brook Street UK Full time

    Exciting Opportunity for a Service CoordinatorWe are seeking a motivated and flexible individual to join our team as a Service Coordinator at a Young People's supported accommodation service in Halton. As a key member of our team, you will be responsible for motivating a team, enhancing the service, and providing excellent communication skills.About the...

  • Service Coordinator

    2 weeks ago

    Chester, Cheshire, United Kingdom Brook Street UK Full time

    Exciting Opportunity for a Service CoordinatorWe are seeking a motivated and flexible individual to join our team as a Service Coordinator at a Young People's supported accommodation service in Halton. As a key member of our team, you will be responsible for motivating a team, enhancing the service, and providing excellent communication skills.About the...

  • Financial Services Coordinator

    6 days ago

    Chester, Cheshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Role OverviewWe are seeking a skilled Financial Services Coordinator to join our Wealth Planning team within the Financial Advice arm of the business. As a Financial Services Coordinator, you will provide important support to advisers and their clients to provide a smooth client-centric service.Key ResponsibilitiesEnsure a smooth client onboarding...

  • Financial Services Coordinator

    2 weeks ago

    Chester, Cheshire, United Kingdom Oval Recruit Full time

    Financial Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team in Chester. As a key member of our growing financial advisory practice, you will play a vital role in delivering exceptional administrative support to our clients and financial advisors.Key...

  • Financial Services Coordinator

    2 weeks ago

    Chester, Cheshire, United Kingdom Oval Recruit Full time

    Financial Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team in Chester. As a key member of our growing financial advisory practice, you will play a vital role in delivering exceptional administrative support to our clients and financial advisors.Key...

  • Financial Services Coordinator

    3 weeks ago

    Chester, Cheshire, United Kingdom Oval Recruit Full time

    Financial Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team in Chester. As a key member of our team, you will be responsible for delivering an exceptional administrative service to our clients, supporting our financial advisors and paraplanners with a range of support...

  • Financial Services Coordinator

    3 weeks ago

    Chester, Cheshire, United Kingdom Oval Recruit Full time

    Financial Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team in Chester. As a key member of our team, you will be responsible for delivering an exceptional administrative service to our clients, supporting our financial advisors and paraplanners with a range of support...

  • Financial Services Coordinator

    4 weeks ago

    Chester, Cheshire, United Kingdom Oval Recruit Full time

    Financial Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team in Chester. As a key member of our team, you will be responsible for delivering an exceptional administrative service to our clients, supporting our financial advisors and paraplanners with a range of support...

  • Financial Services Coordinator

    4 weeks ago

    Chester, Cheshire, United Kingdom Oval Recruit Full time

    Financial Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team in Chester. As a key member of our team, you will be responsible for delivering an exceptional administrative service to our clients, supporting our financial advisors and paraplanners with a range of support...

  • Financial Services Coordinator

    4 weeks ago

    Chester, Cheshire, United Kingdom Oval Recruit Full time

    Financial Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team in Chester. As a key member of our administrative team, you will play a vital role in delivering exceptional support to our financial advisors and paraplanners.Key Responsibilities:Process new business...

  • Financial Services Coordinator

    4 weeks ago

    Chester, Cheshire, United Kingdom Oval Recruit Full time

    Financial Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team in Chester. As a key member of our administrative team, you will play a vital role in delivering exceptional support to our financial advisors and paraplanners.Key Responsibilities:Process new business...

  • Support Services Coordinator

    1 week ago

    Chester, Cheshire, United Kingdom beBee Professionals Full time £20,000 - £25,000

    beBee Professionals is looking for a Support Services Coordinator to join our team. This role involves providing support to individuals with disabilities in their daily activities and personal development.Key Responsibilities:Provide support in daily living activities and encourage independence.Implement care plans and monitor progress.Facilitate community...

Client Services Coordinator

2 months ago

Chester, Cheshire, United Kingdom Schroders Full time

Client Services Coordinator at Schroders

We are seeking a dedicated Coordinator to join our esteemed firm of Chartered Financial Planners. The primary responsibility will be to assist our Financial Planners in providing exceptional advice to our clients.

About Us

At Schroders, we take pride in developing tailored solutions that encompass regulatory, platform, and investment services. Our innovative technology has received recognition for its efficiency in supporting Advisors throughout their journey.

From establishing and managing a financial advisory practice to fostering its growth and realizing its value, we cover all aspects. We also operate our own Financial Advisory services, delivering peace of mind to families by offering effective, customized solutions that meet their needs and exceed their expectations.

Schroders is devoted to ensuring positive client outcomes by prioritizing the client's interests in our decision-making process. Our principles of Treating Customers Fairly are deeply embedded in our organization, and we uphold our duty of care to all clients, including those who are most vulnerable.

Key Responsibilities

  • Handling phone inquiries and scheduling appointments for Advisors
  • Greeting visitors
  • Setting up new contracts and processing applications in accordance with FCA regulations
  • Drafting and dispatching letters of authority and collecting policy information for research
  • Inputting and updating client information in our internal CRM system
  • Preparing business documentation for Advisors
  • Managing compliance paperwork
  • Conducting mail merges for client communications
  • Performing general administrative tasks
  • Submitting business on our internal platform
  • Utilizing spreadsheets for data management
  • Updating client valuations
  • Inputting risk assessment questionnaires
  • Drafting client reports
  • Organizing annual reviews and coordinating appointments

Required Qualifications & Experience

  • Previous administrative experience in Financial Services is advantageous
  • Familiarity with Fact Find and Risk profiles is a plus
  • R01, FA1, FA2 qualifications or a desire to qualify is preferred
  • Strong attention to detail, accuracy, and organizational skills
  • Proficient in Excel

Personal Attributes

  • Committed to the principle of treating customers fairly
  • Self-motivated individual
  • Proactive and able to take initiative
  • Eager to learn and grow
  • Team-oriented

We recognize potential, whoever you are

Our mission is to deliver outstanding investment performance to clients through active management. An inclusive culture that embraces diverse perspectives enables us to make better decisions and achieve our goals more effectively. This is why inclusion and diversity are strategic priorities for us, and we are an equal opportunities employer: everyone is welcome here, regardless of age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristics.