Client Services Assistant - Print and Post

Schroders Personal Wealth; Leeds; On-site; GBP 22,000 - 25,000; Full time

Job summary

A leading company in financial services seeks a Client Services Assistant to manage mail operations efficiently. This role involves processing client documents and ensuring high service standards. With a focus on personal development, the company offers a dynamic work environment and various benefits, including generous holiday entitlement and health insurance.

Benefits

Generous Holiday Entitlement

Health & Wellbeing Benefits

Company Pension Contribution

Flexible Cash Allowance

Bonus Opportunity

Access to Financial Advice

Qualifications

• Prior experience in a mailroom or related setting preferred.
• Familiarity with operating mailroom equipment.

Responsibilities

• Receive, sort, and distribute incoming mail and packages.
• Manage outgoing mail ensuring timely dispatch.
• Maintain accurate records of all mail transactions.

Skills

Organisational Skills

Communication Skills

Attention to Detail

Education

Customer Service Background

Tools

Office Software

Job description

Client Services Assistant - Print and Post page is loaded

Client Services Assistant - Print and Post

Apply locations Leeds time type Full time posted on Posted 6 Days Ago job requisition id JR001185

Job Type

Fixed Term (Fixed Term)

Closing Date

10/06/2025

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.

The Client Services Assistant is responsible for the efficient management of both inbound and outbound mail. This role ensures that all post is processed promptly, aligning with the company’s values and standards of excellence.

Job Title Client Services Assistant - Print and Post

Type Fixed term contract until 30/12/2025

Location Leeds on-site Monday to Friday

Salary £22,932- £24,620

As a Client Services Assistant, you are motivated by delivering the right outcomes for clients. You enjoy managing and prioritising your own workload. You thrive on getting things right the first time and working in a fast-paced environment.

At Schroders Personal Wealth, we change lives not only for our clients, but for our colleagues; career progression is really important to us and you will be supported in your personal development. We are a dynamic company, so you can really use your influence to make change.

As our next Client Services Assistant, you’ll be processing incoming and outgoing client documents through a number of channels. You will be coordinating client mail internally and externally to ensure client instructions and expectations are met accordingly. You’ll have the opportunity to showcase your high standards of attention to detail and manage your own performance to agreed goals and objectives. Without you, our clients would not receive the high level of service they expect from Schroders Personal Wealth.

Key Responsibilities:

• Receive, sort, and distribute incoming mail and packages through appropriate systems and to the correct teams.

• Manage outgoing mail, ensuring it is correctly labelled, packaged, and dispatched in a timely manner.

• Maintain accurate records of all mail transactions for tracking and reporting purposes.

• Ensure the mail room is organised and stocked with necessary supplies, such as envelopes, stamps, collateral and packaging materials.

• Address and resolve mail-related issues, including returned, undeliverable, or misdirected mail.

• Collaborate with courier services for the dispatch and receipt of urgent or special deliveries.

• Uphold the company’s confidentiality standards by securely handling sensitive documents and communications.

Your skills and experience:

• Prior experience in a mailroom or a related setting is preferred.

• Familiarity with operating mailroom equipment and basic office software.

• Background in customer service or administrative roles is advantageous.

• Understanding of best practices in mail handling and distribution.

• Strong organisational skills with a keen eye for detail.

• Capability to work effectively under pressure and meet tight deadlines.

• Strong communication skills for interacting with colleagues and external service providers.

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.

About Us

“It’s great that you have clicked this far. What we are building at SPW has clearly caught your attention and you’re interested in working with us to change lives through providing more financial advice to more clients. Ifyou need more insight about what it’s like to work here, check out our careers page on Careers | Working at SPW | Schroders Personal Wealth

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