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.