Senior Client Support & Operations Specialist

Schroders; City Of London; On-site; GBP 30,000 - 42,000; Full time

Job summary

Schroders in London is seeking a Client Support Team member to help streamline administration for Family Office Services and Provider Administration. You will work with stakeholders to improve processes and free up client-facing resources.

The role requires precision, strong IT skills, and good knowledge of wealth management and regulatory requirements. You will liaise with teams, support high-value clients, and uphold Schroders’ values of excellence and integrity.

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 areas for improvement.
• Liaise with Team Heads and senior stakeholders to review target areas in scope.
• Effectively liaise with the Front Office to complete required tasks to high standard.
• Coordinate 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.
• Where required, act as the lead on assigned projects ensuring they are completed within the deadline and in compliance with regulatory requirements.
• Assist with developing and maintaining procedures for the team, to manage and control the associated risks.
• Deputise for the Team Manager when required.
• Assist other teams within the Client Operations department when required.

Skills

Attention to detail

Communication skills

Team collaboration

Client liaison

Organisational skills

Education

A level or equivalent

Tools

Microsoft Office

Job description

Schroders in London is seeking a Client Support Team member to help streamline administration for Family Office Services and Provider Administration. You will work with stakeholders to improve processes and free up client-facing resources.

The role requires precision, strong IT skills, and good knowledge of wealth management and regulatory requirements. You will liaise with teams, support high-value clients, and uphold Schroders’ values of excellence and integrity.