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Wealth Planning Client Services Specialist
Job in
City Of London, Central London, Greater London, England, UK
Listed on 2026-06-09
Listing for:
Schroders
Full Time
position Listed on 2026-06-09
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Schroders is seeking a Wealth Planning Client Support Executive to join our London team. This role is essential in providing administrative support to wealth planners and ensuring accurate client documentation.
The ideal candidate will have experience in wealth planning, excellent communication skills, and proficiency in Microsoft Office. You will engage with clients and providers to deliver high-quality service while maintaining detailed records and managing case progress.
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