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Client relations administrator

Southampton
Quilter
Posted: 1h ago
Offer description

About the Business

Quilter plc is a leading wealth management business that enables brighter financial futures for every generation. It oversees £141.2 billion in customer investments (as of December 2025) and offers financial advice, investment platforms, multi‑asset solutions, and discretionary fund management through its Affluent and High Net Worth segments. The Affluent segment covers the financial planning business, Quilter Investment Platform, and Quilter Investors. The High Net Worth segment includes discretionary fund management through Quilter Cheviot and personalised services for private clients, charities, trustees and professional partners across the UK, Ireland and Channel Islands.


About the Role

Client Relations (Servicing Outcomes) Administrator – fixed‑term contract, 9 months, Southampton, United Kingdom.
Contract type: Fixed Term Contract / Secondment. Working hours: Monday to Friday, 40 hours per week.

* Administer client servicing across various business domains, including drafting letters and communications to stakeholders.
* Process client requests timely in accordance with Service Level Agreements.
* Engage with clients, providers and visitors by phone and email to ensure a seamless experience.
* Liaise with stakeholders, legal entities and regulators.
* Maintain adherence to DISP resolution requirements (FCA Handbook).
* Demonstrate flexibility, prioritise workloads and work independently.
* Might provide support to the Data Cleansing team as required by project demands.


About You

* Highly organised, proactive and assertive with strong time‑management skills.
* Capable of meeting tight deadlines, multitasking and adapting to rapid change.
* Excellent written and verbal communication skills.
* Positive and professional attitude with a focus on building internal and external relationships.
* Experience in client servicing and handling inbound/outbound calls in a client‑facing capacity.
* Strong IT skills and proficiency with Microsoft Office packages.
* Demonstrable customer service skills and confidence in professional communication over the phone.


Inclusion & Diversity

We value diversity and promote inclusivity in our culture. We provide equal opportunities to all applicants, ensuring no applicant encounters less favourable treatment based on anything but skills, qualifications, experience and potential. Every colleague can thrive in a respectful, nurturing environment.


Values

Do the right thing: act with integrity and go above and beyond in service to clients and communities.

Always curious: continuously seek new ideas, knowledge and experimentation to stay ahead of clients’ needs.

Embrace challenge: drive high ambition, grow and transform potential into meaningful outcomes.

Stronger together: collaborate, listen, challenge and embrace new ideas; empower and trust, making impactful decisions.


Core Benefits

* Holiday: 182 hours (26 days)
* Incentive scheme: all employees eligible to participate
* Pension scheme: non-contributory company pension, optionally boosted by personal contributions
* Healthcare cash plan: available to Jersey employees only
* Benefit allowance: cash benefit allowance in lieu of some core benefits
* Flexible benefits: a range of options for UK employees to choose and pay via salary deduction


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