Client Operations & Support Specialist

Schroders; Greater London; Hybrid; GBP 30,000 - 42,000; Full time

Benefits offered by this job

Flexible working

Job summary

Schroders in London seeks a proactive Client Support professional to enhance our Client Operations for Family Office Services and Provider Administration. You will liaise with Front Office and closely coordinate with the Service Centre to ensure timely, accurate processing of requests.

The role requires strong IT skills, attention to detail, and the ability to work flexibly within a collaborative, high-performing team environment in the UK.

Qualifications

• A level or equivalent.
• Operations and client service experience within a Wealth Management environment.
• Good knowledge and experience of collaboration and teamwork.
• Excellent IT skills, especially with the Microsoft Office suite.
• Good understanding of the UK Money Laundering Regulations, JMLSG Guidance and HMRC Tax requirements.

Responsibilities

• Review processes within the client team area and identify any areas for improvement.
• Effectively liaise with the Front Office to complete required tasks to high standard.
• Co-ordinate processes of work between the client teams and the Service Centre.
• Accurately input and process requests in a timely manner.
• Have a very high attention to detail in support of your role and communication to the team.
• Ensure appropriate scanning and record-keeping of relevant documentation.
• Become involved in projects and committees, helping to maintain and improve standards and processes across the Client Support Team.
• Provide proactive and efficient administration support to the client teams and team colleagues, in support of customer service excellence for new and existing clients.
• Keep client teams up to date with relevant information relating to client issues.
• Embody the core Schroders’ values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.
• Deputise for Senior Client Support Specialist and Team Manager when required.
• Assist other teams within the Client Operations department when required.

Skills

Microsoft Office

Education

A level or equivalent

Job description

Schroders in London seeks a proactive Client Support professional to enhance our Client Operations for Family Office Services and Provider Administration. You will liaise with Front Office and closely coordinate with the Service Centre to ensure timely, accurate processing of requests.

The role requires strong IT skills, attention to detail, and the ability to work flexibly within a collaborative, high-performing team environment in the UK.