Client Services Associate - Onboarding - S&t

Schroders Personal Wealth

National, GB
National: £28,045- £30,850; london: £35,326-£38,86...
On-site
Accurate preparation of documentation
Account opening processes
Pension and investment analysis
Schroders Personal Wealth is seeking a Client Services Associate for their Onboarding team, responsible for ensuring efficient client onboarding and conducting pension and investment analysis. The role requires strong customer service skills and at least one year of financial services experience

Job Summary

  • This role sits within the wider Onboarding team and is responsible for supporting a smooth and efficient onboarding experience for clients, ensuring the accurate preparation and completion of documentation, account opening, and associated fulfilment processes.
  • As our next Client Services Associate in the Switches and Transfers team, you will be conducting detailed Pension and Investment analysis on behalf of the company.
  • Some fantastic benefits SPW colleagues enjoy include generous holiday entitlement, health & wellbeing benefits, company pension contribution, and bonus opportunity.

Matching Summary

Match Score: 85

Schroders Personal Wealth is seeking a Client Services Associate for their Onboarding team, responsible for ensuring efficient client onboarding and conducting pension and investment analysis. The role requires strong customer service skills and at least one year of financial services experience.

Salary

National: £28,045- £30,850; London: £35,326-£38,860; Not specified

Skills & Requirements

Must-have

  • Accurate preparation of documentation
  • Account opening processes
  • Pension and Investment analysis
  • Collating 3rd party pension information
  • Conducting outbound calls with providers
  • Managing inbound client information

Nice-to-have

  • Encouraged to build knowledge
  • Find improvements to current ways of working
  • Supportive team environment

Key Requirements

  • At least 1 year experience in Financial Services
  • CII R02/R04 Qualified or keen interest in Pension & Investments
  • Exceptional customer service skills
  • Excellent written and verbal communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter