Client Services Associate - Onboarding - S&T
Schroders Personal Wealth aims to improve the way financial advice is offered, by making it more affordable, accessible and powerful for more people. They are seeking a Client Services Associate to support a smooth onboarding experience for clients, focusing on documentation and account opening processes while conducting Pension and Investment analysis.
Responsibilities
- Collating 3rd party pension information into a standardised format
- Conducting outbound calls with 3rd party providers
- Managing effective Inbound client information via email
- Working within current standard compliance processes, systems, and procedures, and reporting non-compliance issues
Skills
- Exceptional customer service and both written and verbal communication skills
- At least 1 year experience working in Financial Services
- CII R02/R04 Qualified or have a keen interest in Pension & Investments
Benefits
- 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.
Company Overview