Client Services Associate

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.

In this dynamic and client-focused position, you’ll collaborate with Personal Wealth Advisers and cross-functional teams to ensure every client interaction is delivered with care, accuracy, and professionalism. This is a rotational opportunity designed to help you build a well-rounded understanding of our client journey. You’ll gain experience across key areas including service delivery, onboarding, financial planning support and adviser engagement.

We’re committed to helping you grow and succeed. The successful candidate will be placed in the team that best matches their strengths, interests, and development goals, ensuring a meaningful and rewarding experience from day one. Your contribution will help foster strong client relationships and support our commitment to delivering exceptional service.

Location: National / London

Job Type: Permanent, Full-Time

Salary: National - £27,228 - £29,950 London - £34,297 - £37,727

With us, you will have the opportunity to showcase your dynamic approach to addressing our client’s needs. At SPW, we are looking for a Client Services Associate who is proactive, client-focused, and ready to contribute significantly to client satisfaction.

What You’ll Be Doing

• Client Focus: You’ll place clients at the centre of everything you do—listening to their needs, anticipating their expectations, and delivering a high-quality experience at every stage of their journey.
• Rotational Development: You’ll gain hands-on experience across key areas including onboarding, service delivery, financial planning support, and adviser engagement. Each rotation is designed to help you build a broad understanding of how we support our clients.
• Proactive Engagement: You’ll connect with clients to understand their goals, offer tailored support, and help build long-term relationships.
• Onboarding Excellence: You’ll prepare documentation, manage account openings, and ensure onboarding processes are completed accurately and efficiently.
• Service Delivery: You’ll respond to client and adviser requests with care and attention to detail, maintaining high service standards and a personal touch.
• Information Analysis: You’ll review and interpret data from third parties and advisers, producing clear, client-friendly outputs.
• Financial Planning Support: You’ll assist in the completion of financial plans, ensuring they reflect client goals and adviser input.
• Compliance & Records: You’ll maintain accurate client records and ensure all activity complies with regulatory requirements and internal policies.
• Adviser Partnership: You’ll support Personal Wealth Advisers with diary management and relationship-focused tasks, helping them deliver outstanding service.
• Continuous Improvement: You’ll work collaboratively with colleagues to improve processes and enhance both client and adviser experiences.
• Adaptability: You’ll thrive in a fast-paced, evolving environment—embracing change with curiosity and a growth mindset.

What You’ll Bring

• Client Centricity: A proactive, empathetic approach to understanding and meeting client needs.
• Strong Communication: Clear, professional verbal and written skills to engage confidently with clients and colleagues.
• Attention to Detail: A careful and thorough approach to handling client data and financial documentation.
• Problem-Solving: The ability to identify challenges and develop effective, thoughtful solutions.
• Time Management: Confidence in prioritising tasks and managing multiple cases efficiently.
• Teamwork: A collaborative mindset and willingness to support others.
• Analytical Thinking: The ability to interpret complex information and make informed decisions.
• Adaptability: Comfort with change and a readiness to learn and grow in a dynamic environment.

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.

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. 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.