Client Services Team Coach - Relationships

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**Client Services Team Coach– Relationships****Location |** Bristol, Cardiff, Exeter, Oxford At Schroders Personal Wealth, we’re passionate about delivering exceptional service and building lasting relationships with our clients. As a Client Services Team Coach in our South West/South Wales Relationships team, you’ll play a key role in shaping the client experience—supporting your team to deliver with empathy, precision, and professionalism.This is a hands-on role where you’ll balance day-to-day client servicing with coaching and leadership responsibilities. You’ll be a trusted point of contact for clients and colleagues alike, helping to drive performance, manage workflow, and foster a collaborative team culture. If you’re motivated by making a meaningful impact and thrive in a fast-paced, purpose-driven environment, this is your opportunity to lead by example and support others to do the same.**Key Responsibilities** Champion a client-first mindset, always seeking new ways to improve service and add value. **Additional Responsibilities** Prioritise and allocate tasks, monitor team capacity, and implement best practices to ensure smooth and efficient operations.**Skills & Experience** Proven experience in a coaching or leadership role within wealth management. Strong understanding of financial products, services, and regulatory requirements. Excellent communication and interpersonal skills, with the ability to build rapport quickly. A proactive mindset with strong problem-solving and time management abilities. * **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.“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. If you need more insight about what it’s like to work here, check out our careers page onIf you are ready to explore our vacancies further, get scrolling! The 'Search for Jobs' page shows you all our current roles, each providing an opportunity to develop your career in an organisation that, through innovative products and technology and a clear client focus, has set its sights on being at the forefront of the Wealth Management market.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!” #J-18808-Ljbffr
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Location:
Oxford, England, United Kingdom
Salary:
£100,000 - £125,000
Job Type:
FullTime
Category:
Human Resources

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