Client Services Associate - Yorkshire & North East Hub & Operations Support Centre

Only for registered members Yorkshire & North East Hub & Operations Support Centre, United Kingdom

3 days ago

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Job summary

Schroders Personal Wealth aims to improve the way financial advice is offered by making it more affordable accessible and powerful for more people. We want to change lives for the better.


The role facilitates a smooth onboarding experience for clients by providing comprehensive process support ensuring preparation and completion of necessary documentation account opening fulfilment processes are executed promptly accurately in line with Service Level Agreements SLAs The role will focus on Report Writing support with completion of the financial plan but may also support one or more of the following teams client onboarding account fulfilment Switches & Transfers information requests analysis on third party products This role emphasises importance optimal servicing in client onboarding highlighting need for client centricity precision efficiency.

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