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Client Support Specialist
2 months ago
- Contract Duration: 16 Months
Overview from the Hiring Manager
At Quilter, we are dedicated to continuous improvement. Our services are trusted by numerous clients, and we are committed to exceeding expectations and positively impacting the lives of individuals and communities.
If you are eager to innovate, share new ideas, and challenge conventional practices, this is an ideal opportunity to join our team.
In this position, you will deliver exceptional customer service and administrative assistance to various departments, ensuring the smooth processing of client inquiries. Your commitment will be essential in maintaining our esteemed reputation in operations.
As you familiarize yourself with diverse processes, you will acquire valuable skills, take charge of your outcomes, and contribute positively to the team.
This role serves as an excellent entry point into the Financial Services sector, offering pathways for internal growth and exploration of various business functions.
Become part of Quilter during this dynamic phase, where we seek diverse talents for numerous roles. No specific qualifications are necessary, as comprehensive training and mentorship will be provided.
Role Responsibilities
- Level: 2
- Department: Platform – Quilter Business Services
- Location: Hybrid
- Contract Type: Fixed Term
This crucial role acts as the initial point of contact for clients, ensuring satisfaction by effectively managing policies, inquiries, and complaints. You will assist clients in establishing accounts and provide solutions tailored to their financial needs.
Your duties encompass various business sectors, including client pension management, investments, and financial transactions. Attention to detail and clear communication are vital, particularly when handling financial documents and correspondence.
Timely execution of client requests in accordance with service standards is essential. Your professionalism will shine through as you engage with clients, providers, and visitors, ensuring a seamless service experience.
Understanding each client's financial circumstances through active listening is crucial, enabling you to customize solutions to meet their specific needs. Staying informed about products and services will ensure you deliver optimal outcomes for our diverse clientele.
Candidate Profile
We welcome applications from individuals with varied backgrounds, as they enrich our inclusive culture. Even if your experience does not perfectly align with our job description, we encourage you to consider applying.
Building on your previous administrative experience, particularly with Microsoft Office focusing on Excel and PowerPoint, you will bring a solid foundation to this role.
Your outstanding organizational skills will be evident in your ability to prioritize tasks and meet deadlines effectively. Strong verbal and written communication skills will enable you to accurately record and interpret data, enhancing team productivity.
Your proactive approach, problem-solving skills, and ability to thrive under pressure will highlight your independence and collaborative nature. With a genuine passion for helping others and a customer-focused mindset, you will contribute to a positive workplace atmosphere.
Core Benefits
- Annual Leave: 26 days
- Incentive Scheme: Eligibility for all employees based on company performance and individual contributions
- Pension Plan: 10% non-contributory company pension plan, with options for additional personal contributions
- Benefit Allowance: Cash benefit allowance available in lieu of core benefits
In addition to our core benefits, we offer a variety of flexible options that you can select and conveniently pay for through salary deductions.
