Rotational Client Services Associate - Frontline Finance

Schroders Personal Wealth; Greater London; Hybrid; GBP 35,000; Full time

Job summary

A leading financial services firm in Greater London seeks a Client Services Associate to enhance client satisfaction. This dynamic, client-focused role involves hands-on experience across service delivery and onboarding, ensuring every client interaction meets high standards. The firm values proactive, empathetic candidates ready to engage deeply with clients and contribute positively to their journey. Benefits include generous holiday entitlement, private medical insurance, and a contributory pension scheme, in addition to a supportive and inclusive work environment.

Benefits

Generous Holiday Entitlement

Company-paid Private Medical Insurance

Matched Pension Contribution

Flexible Cash Allowance

Bonus Opportunity

Access to Free Financial Advice

Qualifications

• Proactive and empathetic approach to understanding client needs.
• Clear and professional verbal and written communication skills.
• Careful approach to client data and financial documentation.
• Ability to identify challenges and develop effective solutions.
• Confidence in prioritizing tasks and managing multiple cases.
• Collaborative mindset to support team efforts.
• Ability to interpret complex information for informed decisions.
• Comfort with change and readiness to learn in a dynamic environment.

Responsibilities

• Place clients at the center by delivering a high-quality experience.
• Gain hands-on experience across onboarding and service delivery.
• Connect proactively with clients to offer tailored support.
• Prepare documentation and manage accurate account openings.
• Respond with care and attention to client and adviser requests.
• Review data and produce clear, client-friendly outputs.
• Assist in the completion of financial plans reflecting client goals.
• Support advisers with diary management and relationship tasks.
• Work collaboratively to improve processes for better client experience.
• Thrive in a fast-paced, evolving environment with a growth mindset.

Skills

Client Centricity

Strong Communication

Attention to Detail

Problem-Solving

Teamwork

Analytical Thinking

Time Management

Adaptability

Job description

A leading financial services firm in Greater London seeks a Client Services Associate to enhance client satisfaction. This dynamic, client-focused role involves hands-on experience across service delivery and onboarding, ensuring every client interaction meets high standards. The firm values proactive, empathetic candidates ready to engage deeply with clients and contribute positively to their journey. Benefits include generous holiday entitlement, private medical insurance, and a contributory pension scheme, in addition to a supportive and inclusive work environment.