Client Services Associate - Relationships

OpCo Lloyds Wealth Management Limited; South Yorkshire; Hybrid; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Private Medical Insurance

Life Insurance

Health Screening

Pension contribution up to 15%

30 days holiday plus bank holidays

Bonus opportunity

Financial advice access

Job summary

OpCo Lloyds Wealth Management Limited is seeking a Client Services Associate in the United Kingdom to enhance the client-adviser relationship through proactive support and accurate, organised delivery of relationship-focused tasks.

You will be the first point of contact for clients, championing best-in-class service, maintaining confidential client records and ensuring compliance with regulatory requirements and company policies while collaborating with advisers and teams.

Qualifications

• Strong communication skills to articulate information clearly.
• Client-centric approach with proactive service mindset.
• Precise handling of client data and financial documents.
• Problem-solving abilities to address client issues effectively.
• Good time management to handle multiple tasks and deadlines.
• Adaptability to changing client needs and industry trends.
• Team-oriented, collaborative across departments.

Responsibilities

• Ensure every action benefits clients and enhances their experience.
• Proactively contact clients to understand needs and build relationships.
• Engage prospect clients and support the advice journey.
• Build rapport with clients and colleagues quickly and professionally.
• Support clients and advisers with goals and objectives.
• Handle client inquiries efficiently, maintaining high service levels.
• Maintain confidential client records and ensure data accuracy.
• Ensure regulatory compliance and company policies are followed.
• Collaborate with team members to improve service delivery.
• Assist Personal Wealth Advisers with diary management and client relations.
• Work effectively in a fast-paced environment and adapt to change.
• Contribute to team objectives and develop personal skills.

Skills

Communication

Client centricity

Attention to detail

Problem solving

Time management

Adaptability

Teamwork

Job description

Job Type Permanent Closing Date 21/09/2026

Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people

To enhance the client-adviser relationship by providing proactive support to both clients and Personal Wealth Advisers. This involves timely and high-standard responses to requests, pro-active client contact to build strong relationships and contributing significantly to client satisfaction and adherence to the company’s values and behaviours. As the first point of contact for our clients, the Client Services Associate will be responsible for understanding how we can help our existing and potential clients, championing best in class client service, alongside accurate, organised, collaborative delivery of required relationship focused tasks.

Key Responsibilities

• Ensure every action we take benefits our clients, putting them first to provide the best possible experience, challenging ourselves to think differently and lead the way in finding new ways to help our clients.
• Proactively contact clients to understand their needs, provide support and develop strong relationships.
• Engage prospect clients, positioning the Lloyds Wealth value proposition and supporting client into the advice journey.
• Build rapport quickly and feel comfortable conversing easily and professionally with clients and colleagues.
• Support clients and advisers with their goals and objectives.
• Handle client inquiries and requests efficiently, ensuring a high level of service.
• Maintain client records with accuracy and confidentiality.
• Ensure compliance with all regulatory requirements and company policies.
• Collaborate with team members to improve service delivery and client satisfaction.
• Assist Personal Wealth Advisers through diary management and developing strong client relationships.
• Ability to work in a fast-paced environment and have the disposition to adopt and adapt to change quickly.
• Contribute to individual and team objectives and will be given the support to be able to invest in improving your personal performance by growing your own skills and capabilities

This role is covered by a Training and Competence Scheme

Skills Required

• Strong communication skills: Ability to articulate information in a clear and understandable manner.
• Client centricity: A proactive approach to anticipating and addressing client needs.
• Attention to detail: Precision in handling client data and financial documents.
• Problem-solving abilities: Capacity to address and resolve client issues effectively.
• Time management: Proficiency in managing multiple tasks and meeting deadlines.
• Adaptability: Flexibility to adjust to changing client needs and industry trends.
• Teamwork: Collaborative spirit to work with various departments and contribute to team objectives.

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 our 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 the Rewards and Benefits section of our Careers website.

We support flexible working: 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:

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.

We operate 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.

Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people.

If you need more insight about what it's like to work here, check out our careers page. If there is no suitable role for you now, keep checking in. New roles come live all the time and they don’t always stick around for long!