Client Services Associate
Schroders Personal Wealth(4 days ago)
About this role
A Client Services Associate at Schroders Personal Wealth supports the delivery of exceptional financial advice and client care through rotational tasks across onboarding, service delivery, financial planning support, and adviser engagement. The role emphasizes building strong client relationships and fostering a high standards of service in a dynamic environment.
Required Skills
- Client Engagement
- Financial Planning
- Data Analysis
- Customer Service
- Communication
- Onboarding
- Regulatory Compliance
- Relationship Management
- Attention to Detail
- Problem Solving
About Schroders Personal Wealth
spw.comPersonalised financial plans to help build a financial future for you and your family. Expert advisers to guide you through your journey. Find out more.
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