At a Glance
- Tasks: Manage client accounts and ensure smooth onboarding processes in a dynamic financial environment.
- Company: Join Quilter Cheviot, a leading UK wealth management firm with over 250 years of expertise.
- Benefits: Enjoy 26 days holiday, private medical insurance, and a non-contributory pension scheme.
- Other info: Embrace diversity and grow in a supportive, inclusive workplace.
- Why this job: Be part of a team that values innovation and challenges the status quo in finance.
- Qualifications: 2-3 years experience in financial services; familiarity with CRM systems is a plus.
The predicted salary is between 30000 - 40000 £ per year.
About The Business
Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years and is now one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. If you want to play a part in shaping the future of our business, bringing new ideas and challenging the status quo then now is a great time to join us.
About The Role
Level: 1
Department: Operations
Location: London (Hybrid)
Contract: Permanent
The successful candidate will liaise with Investment Managers across the business and their teams to ensure the smooth opening of, or amendments to, client accounts including General Investment Accounts, ISAs, Bare Trusts, SIPPs, Offshore Bonds, Trusts, Charities, Corporates and QROPS. The individual will work with several Front Office teams and is encouraged to attend assigned team meetings and visit regional offices to build relationships. The candidate will review account opening paperwork and create new accounts on the company’s client management system (CRM), perform client due diligence and money‑laundering checks in a timely manner and assist with transfers in and out of client portfolios. They will identify opportunities to improve processes and efficiency, demonstrating initiative and willingness to follow and improve processes where possible.
The key tasks include:
- Checking and signing off new accounts and obtaining missing information if required.
- Performing AML and due diligence checks on new accounts and accounts changing service.
- Creating accurate and correctly structured client records on the CRM system.
- Liaising with pension and offshore bond providers to gain permission to open accounts where applicable.
- Assisting with the transfer in and out of portfolios and liaising with pension and offshore bond providers where applicable.
- Assisting with the administration of deceased client accounts.
- Liaising with Front Office Investment Management teams and Operations to ensure timely processes and issue resolution.
- Relationship management with Front Office Investment Management teams.
About You
The candidate will ideally have 2‑3 years of experience in a similar role within the financial services sector, with preference given to experience in the investment management or financial adviser industry. They should be confident with Word and Excel at an intermediate level, familiar with the WDX CRM and Figaro system, or have experience working with a client relationship management system on a regular basis. Investment Operations Certificate and AML qualifications are preferable but not compulsory.
Inclusion & Diversity
We 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.
Values
- Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the communities we support.
- 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.
- Embrace challenge: We aim high to transform our potential into meaningful outcomes, with ambition as our driving force and a steadfast commitment to growth.
- Stronger together: We combine diverse talents, speak openly, actively listen, and support each other, challenging and embracing new ideas to achieve collective success.
Core Benefits
- Holiday: 182 hours (26 days)
- Quilter Incentive Scheme: all employees are eligible to participate to incentivise business performance and contribution.
- Pension Scheme: a non‑contributory company pension scheme, boosted through personal contributions.
- Private Medical Insurance: single cover as standard, with options to increase cover to include partner or children.
- Life Assurance: 4× your salary.
- Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
- Healthcare Cash Plan: for Jersey employees only.
- Flexible benefits: a range of flexible benefits for UK employees that can be chosen and paid for via salary deduction.
Client Onboarding and Maintenance Administrator employer: Quilter Cheviot
Quilter Cheviot is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. With a strong commitment to employee growth, we provide comprehensive benefits including a generous holiday allowance, private medical insurance, and a non-contributory pension scheme, all while fostering a culture of inclusivity and support. Join us to be part of a legacy that values integrity, curiosity, and collective success, making a meaningful impact in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Client Onboarding and Maintenance Administrator
✨Tip Number 1
Network like a pro! Reach out to current employees at Quilter Cheviot on LinkedIn or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Research Quilter Cheviot’s values and recent news. Show us that you’re not just another candidate, but someone who genuinely cares about our mission and can contribute to our success.
✨Tip Number 3
Practice makes perfect! Get a friend to do a mock interview with you. Focus on common questions related to client onboarding and maintenance, and don’t forget to highlight your experience in financial services.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re serious about joining the team at Quilter Cheviot.
We think you need these skills to ace Client Onboarding and Maintenance Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Onboarding and Maintenance Administrator role. Highlight relevant experience in financial services, especially any work with client management systems or investment operations.
Craft a Compelling Cover Letter:Your cover letter should reflect your enthusiasm for the role and the company. Share specific examples of how you've improved processes in previous roles, as this aligns with our values of embracing challenge and being always curious.
Showcase Your Skills:Don’t forget to mention your proficiency in Word and Excel, as well as any experience with CRM systems. If you have any qualifications like the Investment Operations Certificate or AML training, make sure to include those too!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you’re considered for the role!
How to prepare for a job interview at Quilter Cheviot
✨Know Your Stuff
Before the interview, make sure you understand the role of a Client Onboarding and Maintenance Administrator. Familiarise yourself with the types of accounts you'll be dealing with, like ISAs and SIPPs, and brush up on your knowledge of AML checks and client management systems. This will show that you're serious about the position.
✨Show Off Your Relationship Skills
Since this role involves liaising with various teams, be prepared to discuss your experience in relationship management. Think of examples where you've successfully collaborated with others or resolved conflicts. Highlighting your ability to build rapport will resonate well with the interviewers.
✨Be Process-Oriented
Quilter Cheviot values efficiency and process improvement. Come ready with ideas on how you might streamline onboarding processes or enhance client experiences. This shows initiative and aligns with their goal of challenging the status quo.
✨Ask Thoughtful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team dynamics, the tools they use, or how they measure success in this role. This not only demonstrates your interest but also gives you insight into whether the company culture is a good fit for you.
