At a Glance
- Tasks: Manage client communications and ensure seamless service delivery in a fast-paced environment.
- Company: Join Quilter, a leading wealth management firm dedicated to brighter financial futures.
- Benefits: Enjoy competitive salary, generous holiday, and a flexible benefits package.
- Other info: Opportunity for career growth in a supportive and inclusive workplace.
- Why this job: Be part of a dynamic team making a real impact in client relations.
- Qualifications: Strong organisational skills and customer service experience are essential.
The predicted salary is between 30000 - 40000 € per year.
Fixed Term Contract Duration - 9 Months
About the Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.2 billion in customer investments (as of December 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.
Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning - offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it's the perfect time to join us!
About the Role
- Level: 2
- Department: Client Outcomes & Remediation
- Location: Southampton, United Kingdom
- Contract Type: Fixed Term Contract / Secondment
- Contract Length: 9 months
- Working hours: Monday until Friday - 40 hours a week.
Your influence extends across various business domains, encompassing the administration of client servicing. Meticulous attention to detail and effective communication are imperative, especially when crafting letters and communication to stakeholders. Timely processing of client requests in accordance with our Service Level Agreements is a core responsibility. Your professionalism and efficiency shine as you engage with clients, providers, and visitors via phone and email, ensuring a seamless experience.
The role will involve liaising with all stakeholders, Legal entities, and Regulators. You will need excellent organisational skills and the ability to manage a variety of tasks and responsibilities as you will be dealing with multiple cases at a time. You will also need to ensure that you fully adhere to all the requirements of DISP Resolution (ref: FCA Handbook). You will need the ability to demonstrate flexibility, prioritise workloads and work on your own initiative. Applicants are expected to demonstrate a flexible and adaptable approach to their duties as Client Relations (Servicing Outcomes) Administrators. In accordance with project demands, there may be occasions where support is required within the Data Cleansing team.
About You
To succeed in this post, you will need to be highly organised, proactive, and assertive. You should have the ability to manage and prioritise your workload independently and take ownership and responsibility of it. The nature of the industry and role is one that is fast paced and dynamic. Therefore, we are looking for an individual with the ability to meet tight deadlines, the ability to multi-task and adapt to change quickly. You will also possess excellent written skills and high attention to detail. We are seeking someone who has a positive and professional attitude with the ability to build strong internal and external relationships. You should have excellent demonstrable customer service skills and be confident communicating professionally over the phone, with prior experience handling inbound and outbound calls in a client-facing capacity. Having previous experience of working within a client servicing environment is desired. Strong IT skills and proficiency in using Microsoft packages is essential.
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.
- Healthcare Cash Plan: Jersey employees only.
- Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.
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 Relations Administrator - Quilter in Southampton employer: Quilter
Quilter plc is an exceptional employer, offering a dynamic work environment in Southampton where innovation and customer-centricity are at the forefront. Employees benefit from a generous holiday allowance, a non-contributory pension scheme, and opportunities for personal growth within a diverse and inclusive culture that values integrity and collaboration. Join us to be part of a transformative journey that empowers you to make a meaningful impact on clients' financial futures.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relations Administrator - Quilter in Southampton
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those connected to Quilter. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for the interview by researching Quilter's values and recent news. Show us that you're not just another candidate; you’re genuinely interested in what we do and how you can contribute.
✨Tip Number 3
Practice your communication skills! Since the role involves client interaction, being articulate and confident over the phone is key. Try mock interviews with friends or family to polish your delivery.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re serious about joining the Quilter team.
We think you need these skills to ace Client Relations Administrator - Quilter in Southampton
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Client Relations Administrator role. Highlight your relevant experience in client servicing and showcase how your skills align with Quilter's values and the job requirements.
Show Off Your Communication Skills:Since effective communication is key in this role, use clear and professional language in your written application. Don’t forget to demonstrate your attention to detail by proofreading for any typos or errors before hitting send!
Be Proactive and Organised:Quilter is looking for someone who can manage multiple tasks efficiently. In your application, give examples of how you've successfully prioritised workloads in the past, especially in fast-paced environments.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way to ensure it gets into the right hands and shows that 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's business model and the specific role of a Client Relations Administrator. Familiarise yourself with their services, especially in client servicing and financial advice. This will show your genuine interest and help you answer questions more confidently.
✨Showcase Your Communication Skills
Since effective communication is key for this role, prepare examples that highlight your written and verbal skills. Think of situations where you successfully handled client queries or resolved issues. Practising these scenarios can help you articulate your experience clearly during the interview.
✨Demonstrate Organisational Skills
Be ready to discuss how you manage multiple tasks and prioritise your workload. Use real-life examples to illustrate your ability to stay organised in a fast-paced environment. This will reassure the interviewers that you can handle the dynamic nature of the role.
✨Embrace the Company Values
Familiarise yourself with Quilter's core values: integrity, curiosity, ambition, and teamwork. During the interview, try to weave these values into your answers. Showing that you align with their culture can set you apart from other candidates.
