Client Services Associate - Onboarding - S&T

Job Type

Fixed Term (Fixed Term)

Closing Date

15/05/2026

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.

Type Fixed-term contract until 31/12/2026

Location National

Salary National: £28,045- £30,850 London: £35,326-£38,860

This role sits within the wider Onboarding team and is responsible for supporting a smooth and efficient onboarding experience for clients, ensuring the accurate preparation and completion of documentation, account opening, and associated fulfilment processes. The Switches & Transfers team complete Pension and Investment analysis on behalf of the company.

As a Client Services Associate, you are motivated by delivering the right outcomes for clients. You enjoy analysing information and problem solving to provide excellent customer service. You thrive on the interaction with colleagues across all areas of the business. With us, you will be encouraged to build your knowledge and find improvements to current ways of working all within a supportive team environment.

As our next Client Services Associate in the Switches and Transfers team, you will be conducting detailed Pension and Investment analysis on behalf of the company. You will play a key role in the relationship between an adviser and a new client, setting them up for success with your high-quality work. You will have the opportunity to learn about pensions and investments as well as gain an understanding of how the wider business works.

Your day to day responsibilities will include…

Collating 3rd party pension information into a standardised format,

Conducting outbound calls with 3rd party providers

Managing effective Inbound client information via email

Working within current standard compliance processes, systems, and procedures, and reporting non-compliance issues

Do You Offer…?

Exceptional customer service and both written and verbal communication skills

At least 1 year experience working in Financial Services

CII R02/R04 Qualified or have a keen interest in Pension & Investments

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

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.

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