Servicing Oversight Specialist
1 week ago
About the Role
Quilter is seeking a highly skilled Servicing Oversight Administrator to join their team in Southampton, UK. As a key member of the Supervision & Assurance function, you will play a vital role in ensuring the smooth operation of our Financial Services business.
Key Responsibilities
- Ensure advisers adhere to QFP processes related to ongoing servicing and escalate any issues that are identified appropriately.
- Monitor daily servicing alerts, ensuring activity is logged and appropriate communications are issued in a timely manner.
- Manage adviser responses to alerts and facilitate follow up actions.
- Review and categorise tasks and actions, according to process and procedure, for further assessment or resolution.
- Review and support the investigation of anomalies or exceptions.
- Manage escalations and hand-offs to other teams to ensure correct outcomes are achieved and appropriately documented.
- Manage cases from start to finish through various systems, including but not limited to, PowerBI and Dynamics.
- Ensure excellent records management and robust audit trail.
- Support the development of processes and seek systemisation opportunities to improve efficiency across all key processes.
- Provide administration support across all processing teams.
- Support team managers in workflow management and reporting.
- Engage and work with Advisers/Firm throughout the process to provide excellent service.
- Demonstrate good customer outcomes.
- Contribute to building a great environment to work in
- Support with ad-hoc tasks if appropriate and when required.
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