Client Services Associate

Job Type
Permanent

Closing Date
14/12/2025

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 a Client Services Associate – Specialist at Schroders Personal Wealth, you will be responsible for delivering high-quality, empathetic support to clients across a range of financial services.

Location |
National

Type
| Permanent

Salary:
National: £27,228 - £29,951 London: £34,297- £37,727

As a Client Services Associate – Specialist, you are driven by the opportunity to make a meaningful difference in people's lives. You understand that behind every client interaction is a personal story and you approach each one with empathy, professionalism and care.

You thrive in a collaborative environment, working closely with colleagues across the business to ensure a seamless service delivery. You're not content with the status quo—you're always looking for ways to improve processes and enhance the client experience.

At Schroders Personal Wealth, we're committed to changing lives—not just for our clients, but for our colleagues too. You will be part of a supportive team where your development is encouraged and you'll have the chance to shape how we work and grow your career in the process.

As our next Client Services Associate in the specialist team
,
you'll play a key role in supporting clients through some of life's most sensitive moments, including bereavement and power of attorney processes. You'll also handle a range of servicing requests, including SIPP administration, with care and precision. Your ability to communicate with empathy and clarity will be essential in guiding clients through complex and emotional situations.

Key Responsibilities

• Managing your personal workload, handling client requests related to bereavement, powers of attorney and SIPP servicing with accuracy and within agreed service level agreements (SLAs).
• Preparing and processing documentation in line with regulatory requirements.
• Resolving client issues independently where possible, escalating complex cases appropriately.
• Supporting continuous improvement by embracing new processes and technologies.
• Participating in inbox triage and workflow management.
• Contributing to training and mentoring of new or regional colleagues as required.
• Taking ownership of more complex or urgent cases as experience grows.

Qualifications & Skills (Examples)

• 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.

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.

This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.

Some fantastic benefits SPW colleagues enjoy:

• 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.

To find out more, please visit

We support flexible working:
At SPW, we know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible. As well as traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and have job-sharing arrangements. Many colleagues work from home, or in a hybrid way.

Ready to restart your career?
We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.

You belong here:
At SPW, we embrace individuality and diversity of identity, experience, and thought. We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities. We ensure equal opportunities for all and transparently report on gender pay to promote fairness.

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.