Client Relations Administrator - Quilter - eFinancialCareers : Job Details

Fixed Term Contract Duration - 6 Months About the BusinessQuilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK's best wealth manager for clients and their advisers. Quilter oversees £119.6 billion in customer investments (as at 31 March 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth. Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning. At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it's the perfect time to join us! About the RoleLevel: 2 Department: Client Outcomes & Remediation Location: Southampton, United Kingdom (Fully Office-based) Contract Type: Fixed Term Contract ( For Internal candidates, this will be considered a permanent move) Contract Length: 6 months Salary: Paying up to £28k About the roleWorking hours: Monday until Friday, however Saturday work is available if wanted - flexible working pattern, as long as 40 hours are made up over the week. Your influence extends across various business domains, encompassing the administration of client servicing. Meticulous attention to detail and effective communication are imperative, especially when crafting letters and communication to stakeholders. Timely processing of client requests in accordance with our Service Level Agreements is a core responsibility. Your professionalism and efficiency shine as you engage with clients, providers, and visitors via phone and email, ensuring a seamless experience. The role will involve liaising with all stakeholders, Legal entities, and Regulators. You will need excellent organisational skills and the ability to manage a variety of tasks and responsibilities as you will be dealing with multiple cases at a time. You will also need to ensure that you fully adhere to all the requirements of DISP Resolution (ref: FCA Handbook). You will need the ability to demonstrate flexibility, prioritise workloads and work on your own initiative. Your influence extends across various business domains, encompassing the administration of client servicing. Meticulous attention to detail and effective communication are imperative, especially when crafting letters and communication to stakeholders. Timely processing of client requests in accordance with our Service Level Agreements is a core responsibility. Your professionalism and efficiency shine as you engage with clients, providers, and visitors via phone and email, ensuring a seamless experience. The role will involve liaising with all stakeholders, Legal entities, and Regulators. You will need excellent organisational skills and the ability to manage a variety of tasks and responsibilities as you will be dealing with multiple cases at a time. You will also need to ensure that you fully adhere to all the requirements of DISP Resolution (ref: FCA Handbook). You will need the ability to demonstrate flexibility, prioritise workloads and work on your own initiative. Applicants are expected to demonstrate a flexible and adaptable approach to their duties as Client Relations (Servicing Outcomes) Administrators. In accordance with project demands, there may be occasions where support is required within the Data Cleansing team. About YouTo succeed in this post, you will need to be highly organised, proactive, and assertive. You should have the ability to manage and prioritise your workload independently and take ownership and responsibility of it. The nature of the industry and role is one that is fast paced and dynamic. Therefore, we are looking for an individual with the ability to meet tight deadlines, the ability to multi-task and adapt to change quickly. You will also possess excellent written skills and high attention to detail. We are seeking someone who has a positive and professional attitude with the ability to build strong internal and external relationships. The candidate should have excellent demonstrable customer service skills and be confident communicating professionally over the phone, with prior experience handling inbound and outbound calls in a client-facing capacity.Having previous experience of working within a client servicing environment is desired. Strong IT skills and proficiency in using Microsoft packages is essential. #LI-FD1 #Quilter Inclusion & DiversityWe value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. ValuesDo the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge a