Quilter Cheviot is seeking a proactive Client Relationship professional to support private client advisors across our Chester/Leeds/Manchester hybrid setup. You will prepare meeting packs, process new business with Quilter Investment Platform, and maintain client records on X-Plan while delivering top-notch service.
You will collaborate with planners, paraplanners and support staff to ensure accurate advice implementation, regulatory compliance and a smooth client experience.
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Client Relationship Coordinator - Wealth Management in Chester employer: Quilter
Quilter plc is an exceptional employer, offering a dynamic work environment in London where innovation and collaboration thrive. With a strong commitment to employee growth, you will have the opportunity to engage with diverse teams and contribute to strategic initiatives within the asset management division. Our inclusive culture, comprehensive benefits package, and focus on integrity and curiosity make Quilter a rewarding place to build your career.
