Job Type
Fixed Term (Fixed Term)
Closing Date
26/09/2025
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.
We’re building a dedicated team to support the 'Moments That Matter' — a group of compassionate professionals who support clients through life’s most sensitive and significant experiences. Whether it’s bereavement, powers of attorney or other complex transitions, this role is about being present, thoughtful, and person-centred.
You’ll be a trusted guide, ensuring that every interaction is handled with empathy, respect, and attention to detail.
Location | National
Type | Fixed Term - 12 months
Salary: National: £27,228 - £29,951 London: £34,297- £37,727
As a Client Services Associate – Specialist, you are driven by the opportunity to make a meaningful difference in people’s lives. You understand that behind every client interaction is a personal story, and you approach each one with empathy, professionalism, and care.
You thrive in a collaborative environment, working closely with colleagues across the business to ensure a seamless service delivery. You’re not content with the status quo—you’re always looking for ways to improve processes and enhance the client experience.
At Schroders Personal Wealth, we’re committed to changing lives—not just for our clients, but for our colleagues too. You will be part of a supportive team where your development is encouraged and you’ll have the chance to shape how we work and grow your career in the process.
What You’ll Be Doing
- Act as a key point of contact for clients and their loved ones during emotionally challenging times.
- Provide compassionate, respectful, and professional support across bereavement, powers of attorney, SIPP servicing, and account closures.
- Prepare and process documentation in line with legal, regulatory, and internal standards, ensuring clarity and accessibility.
- Maintain accurate records while upholding GDPR and data protection principles.
- Respond to client queries with sensitivity, escalating complex cases when needed.
- Meet service-level agreements (SLAs) while prioritising quality, empathy, and client wellbeing.
- Collaborate with colleagues across teams to ensure seamless service delivery and continuous improvement.
- Contribute to the development of inclusive processes and technologies that enhance the client experience.
What We’re Looking For
Essential Skills & Experience
- Excellent attention to detail and accuracy.
- A compassionate, client-focused approach grounded in empathy and respect.
- Clear, calm, and inclusive communication skills.
- Strong organisational skills and the ability to manage multiple priorities effectively.
- A collaborative mindset and a willingness to support others.
- Flexibility and openness to change in a dynamic environment.
Desirable
- Experience supporting bereaved individuals or clients in vulnerable circumstances.
- Understanding of probate, estate administration, or financial services regulations.
- Awareness of emotional intelligence principles and trauma-informed approaches to care.
We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.
This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.
Some fantastic benefits SPW colleagues enjoy:
- 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.
To find out more, please visit https://www.spw.com/careers-at-spw/rewards-and-benefits
We support flexible working:
At SPW, we know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible. As well as traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and have job-sharing arrangements. Many colleagues work from home, or in a hybrid way.
Ready to restart your career?
We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.
You belong here:
At SPW, we embrace individuality and diversity of identity, experience, and thought. We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities. We ensure equal opportunities for all and transparently report on gender pay to promote fairness.
Schroders Personal Wealth operates under the Senior Managers and Certification Regime as a solo-regulated firm and if this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.
