Client Services Associate - Relationships (SW&SW)

Job Type

Permanent

Closing Date

31/12/2024

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.

To enhance the client-adviser relationship by providing proactive support to both clients and Personal Wealth Advisers in our South West and South Wales team. 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.

Location: South West & South Wales

Salary: £26,434- £29,077

Key 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
• This role is covered by a Training and Competence Scheme
  
  
  

Skills Required:

• 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.

The Benefits And Perks...

In addition to a competitive salary, we offer these enticing benefits to employees:

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.

To find out more go to https://www.spw.com/careers-at-spw/rewards-and-benefits

The Next Step...

To join a dynamic team and contribute to our mission of changing lives, click "Apply" to complete your application.

You belong here…

At Schroders Personal Wealth, we embrace individuality and encourage diversity of identity, experience, and thought.

We actively strive for inclusive behaviours and actions across our company and our work, including making appropriate adjustments for disabilities, long-term health conditions or neurodiversities to ensure equal opportunities for all.

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.