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Client Services Specialist

1 month ago

Leeds, Leeds, United Kingdom Schroders Personal Wealth Full time
Job Description:

The Client Services Analyst - Specialist role at Schroders Personal Wealth is a dynamic position that requires exceptional client service skills. The successful candidate will be responsible for delivering high-quality client service by handling a variety of client requests efficiently and accurately. This may involve case management for bereavement and powers of attorney cases, SIPP servicing, and account closures. The specialist will have a client-centric mindset and approach while ensuring all activities adhere to Service Level Agreements (SLAs) and maintain high standards of attention to detail and analytical skills.

Key Responsibilities:
  • Provide professional and empathetic support to clients, ensuring their needs are met with a high level of satisfaction.
  • Handle client requests related to bereavement, powers of attorney, SIPP servicing, and closures in a timely and accurate manner.
  • Prepare and process necessary documentation for various client requests, ensuring compliance with regulatory requirements.
  • Analyse and resolve client issues, escalating complex cases to the appropriate team members or departments when necessary.
  • Ensure all tasks are completed within the agreed SLAs, maintaining a high level of service quality.
  • Work closely with other team members and departments to ensure seamless service delivery and continuous improvement of processes.

Key Skills & Competencies:
  • Strong attention to detail in handling client information, requests, and documentation to avoid errors and ensure accuracy.
  • Dedicated to providing a positive client experience, demonstrating empathy and professionalism in all interactions.
  • Excellent verbal and written communication skills to effectively interact with clients and team members.
  • Strong organisational skills managing multiple tasks and deadlines.
  • Collaborative approach to work, contributing to a supportive and efficient team environment.
  • Flexible and able to handle a variety of tasks and changing priorities.

Benefits and Perks:
  • 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.