Customer Service Administrator

Quilter

3d

About The Position

Quilter plc is a wealth management business serving customers through financial advice, investment platforms, multi-asset investment solutions and discretionary fund management. The Customer Service Administrator is part of the Adviser and Client Servicing department and is based in Southampton. This is a critical service role, acting as a point of contact for advisers and supporting their satisfaction by administering policies, answering queries, responding to complaints, helping set up accounts and finding solutions involving financial products.

The role may support different business areas and involve administering new clients’ pensions and investments, money-in and money-out transactions, transfers and other departmental work. The postholder prepares letters and financial documents, processes adviser requests within service-level agreements, and communicates professionally with advisers, providers and visitors by phone and email. Keeping product and service knowledge current is important to delivering suitable outcomes for advisers. The posting describes the vacancies as fixed-term positions lasting 6–12 months, with a start date approximately within four weeks after interview.

Requirements

• Previous administrative experience.
• Proficiency in Microsoft Office, especially Excel and PowerPoint.
• Strong organisational skills, including the ability to prioritise workloads and meet deadlines.
• Effective verbal and written communication skills.
• Ability to accurately record and interpret report data.
• Personal responsibility for consistently delivering high-quality work.
• A proactive approach and problem-solving skills.

Responsibilities

• Administer policies and support advisers with account setup and financial product needs.
• Answer adviser queries and respond to complaints.
• Support administration across business areas, including new clients’ pensions and investments, money-in and money-out, and transfers.
• Prepare letters and other financial documents accurately.
• Process adviser requests efficiently and within service-level agreements.
• Communicate professionally with advisers, providers and visitors by phone and email.
• Keep knowledge of products and services up to date to help deliver appropriate outcomes.

Benefits

• 182 hours of holiday (26 days).
• Eligibility to participate in the Quilter Incentive Scheme.
• A non-contributory company pension scheme, which can be boosted through personal contributions.
• Healthcare Cash Plan for Jersey employees only.
• A cash benefit allowance payable in lieu of some core benefits.
• Flexible benefits for UK employees, selectable and payable via salary deduction.

What This Job Offers

• Career Level: Entry Level
• Education Level: No Education Listed