At a Glance
- Tasks: Manage client accounts and ensure smooth onboarding processes in a dynamic financial environment.
- Company: Join Quilter, a leading wealth management firm with over 250 years of expertise.
- Benefits: Enjoy competitive salary, generous holiday, private medical insurance, and a pension scheme.
- Other info: Hybrid working model with opportunities for career advancement and professional development.
- Why this job: Be part of a team that values innovation and personal growth while making a real impact.
- Qualifications: 2-3 years in financial services preferred; strong communication and CRM skills are essential.
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 today is 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 challenge 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, as well as 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 be assigned to work with several Front Office teams from around the business. We encourage attendance at assigned team meetings and visiting any regional offices so that they get to know the teams they are working with.
The candidate will review account opening paperwork and create new accounts on the Company's client management system (CRM), as well as perform client due diligence and money laundering checks in a timely manner. In addition, they will assist with the transfers in and out of client portfolios. We are always looking at ways to improve processes and efficiency, so the ideal candidate would demonstrate initiative and willingness to both follow and improve processes where possible.
The Key tasks will involve, but not limited to the following:
- Checking and signing off new accounts and obtaining missing information if applicable.
- 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.
- Liaison with Front Office Investment Management teams and Operations to ensure timely processes of work and issue resolution.
- Relationship management with Front Office Investment Management teams.
About You
The candidate will ideally have 2-3 years' experience in a similar role in Financial Services and experience of the Investment Management industry would be preferred, alongside the Financial Adviser industry. They would preferably be confident with Word and Excel on an intermediate level, familiar with the WDX CRM and Figaro system or have experience of 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 support we provide our communities.
- 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, recognising that this is how we create brilliant solutions for brighter futures.
- Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
- Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.
Core Benefits
- Holiday: 182 hours (26 days)
- Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
- Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
- Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
- Life Assurance: 4x your salary.
- Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
- Healthcare Cash Plan: Jersey employees only.
In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.
Client Onboarding and Maintenance Administrator - Quilter in London employer: Quilter
Quilter Cheviot is an exceptional employer, offering a dynamic work environment in London where innovation and collaboration thrive. With a strong commitment to employee growth, we provide comprehensive benefits including a generous holiday allowance, a non-contributory pension scheme, and private medical insurance, ensuring our team members feel valued and supported. Join us to be part of a diverse culture that encourages curiosity and embraces challenges, making a meaningful impact in the wealth management sector.
StudySmarter Expert Advice🤫
We think this is how you could land Client Onboarding and Maintenance Administrator - Quilter in London
✨Tip Number 1
Network like a pro! Reach out to current employees at Quilter through LinkedIn or industry events. A friendly chat can give you insider info and maybe even a referral!
✨Tip Number 2
Prepare for the interview by knowing your stuff! Research Quilter's values and recent news. Show us that you're not just another candidate, but someone who genuinely cares about our mission.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or use online resources. The more comfortable you are talking about your experience, the better you'll shine in front of us.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows us you’re serious about joining the Quilter family.
We think you need these skills to ace Client Onboarding and Maintenance Administrator - Quilter in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Client Onboarding and Maintenance Administrator. Highlight relevant experience in financial services and any specific skills that match the job description, like your familiarity with CRM systems.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a great fit for Quilter. Don’t forget to mention your initiative and willingness to improve processes!
Showcase Your Skills:Be sure to highlight your intermediate skills in Word and Excel, as well as any experience with AML checks or client due diligence. These are key aspects of the role, so make them stand out in your application.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team at Quilter!
How to prepare for a job interview at Quilter
✨Know Your Stuff
Before the interview, make sure you understand Quilter Cheviot's services and values. Familiarise yourself with their client management processes and the types of accounts you'll be dealing with. This will show your genuine interest in the role and help you answer questions more confidently.
✨Showcase Your Experience
Highlight your previous experience in financial services, especially any roles related to client onboarding or account management. Be ready to discuss specific examples where you've successfully managed client accounts or improved processes, as this aligns perfectly with what they're looking for.
✨Ask Smart Questions
Prepare thoughtful questions about the team dynamics and how they measure success in the Client Onboarding and Maintenance Administrator role. This not only shows your enthusiasm but also helps you gauge if the company culture is a good fit for you.
✨Demonstrate Initiative
Quilter Cheviot values individuals who can improve processes. Think of examples from your past where you identified inefficiencies and took steps to enhance them. Sharing these stories will demonstrate your proactive attitude and alignment with their values.
