Customer Service Administrator

Quilter

3d • Onsite

About The Position

This is a critical role where you will be the face of the company. Your service is vital to our adviser satisfaction; you will be administering their policies, answering their queries, responding to their complaints, helping them set up their accounts and finding solutions of financial products they need. The role may involve supporting a variety of different business areas, including the administering of new clients’ pensions, investments, money-in, money-out, transfers and various other departments. Excellent attention to detail and communication is needed when preparing letters and other financial documents. You will ensure all adviser requests are processed within a timely manner as per our Service Level Agreements, you will do this efficiently and professionally for all our advisers, providers, and visitors via phone and email. Keeping your knowledge of our products and services up to date will be vital to ensure you deliver the most appropriate outcome for the adviser.

Requirements

• Previous administrative experience
• Proficiency in Microsoft Office, especially Excel and PowerPoint
• Exceptional organisational skills
• Ability to prioritise workloads and meet deadlines
• Adept in verbal and written communication
• Ability to accurately record and interpret report data
• Taking personal responsibility for consistently delivering high-quality work
• Proactive approach
• Problem-solving skills

Responsibilities

• Administering policies
• Answering queries
• Responding to complaints
• Helping set up accounts
• Finding solutions for financial products
• Administering new clients’ pensions, investments, money-in, money-out, transfers and various other departments
• Preparing letters and other financial documents
• Ensuring all adviser requests are processed within a timely manner as per our Service Level Agreements
• Communicating efficiently and professionally with advisers, providers, and visitors via phone and email
• Keeping knowledge of products and services up to date

Benefits

• Holiday: 182 hours (26 days)
• Quilter Incentive Scheme
• Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
• Healthcare Cash Plan: Jersey employees only.
• Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.
• Flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed