Client Services Associate - Onboarding - ST
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 SPW is a joint venture between Lloyds Banking Group and Schroders – two of the UK’s largest names in banking and asset management. It was founded in 1985, and is headquartered in London, England, GBR, with a workforce of 501-1000 employees. Its website is