Overview

Position Title: Client Relationship Support

Company: Quilter

Location: Exeter,UK

Job Description:

The main purpose of the role is to deliver administration processing services to Quilter Private Client Advisers based advisers & other associated businesses.The team works Hybrid but we can be flexible around this. The ideal candidate can be based either in London or Exeter.

Responsibilities:

  • Ongoing administration of client records and other associated after sales support services.
  • Assisting with the dealing & coordination of internal/external post & related business communications.
  • Delivering the highest standard of customer service.
  • Preparing client review packs and ensuring these are complete and to the standard required.
  • Determine which systems to update with servicing information and what follow-up actions, if any, need to be initiated.

Requirements:

  • Lawyers and accountants prefer to seek specialist regulated financial advice, for their clients, from wealth management firms in whom they can trust.
  • That is why Quilter is investing in a new and specialist distribution channel that offers propositions which carefully interplay with the advice of lawyers and accountants.
  • This exciting new role needs a highly experienced individual to create and drive a new key account programme aimed at the London professional services sector.
  • The programme will be about intermediation and collaboration with law and accountancy firms.