Customer Service Technician

3 weeks ago

Southampton, Hampshire, United Kingdom Quilter Full time
About the Business

Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK's best wealth manager for clients and their advisers. Quilter oversees £111.6 billion in customer investments (as at 31 March 2024). 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.

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.

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: Platform - Quilter Business Services

Location: Fully office based in Southampton

Contract: Permanent

In this role you will ensure all controls are carried out in line with agreed schedules (daily, weekly etc) and where relevant you will share findings within the team and with senior management.

You will be responsible for FCA reconciliation with a defined success rate and where necessary providing insights on a clear route to green on any issues identified.

You will use output of controls to self-identify any unexpected risks and to prevent them going forward.

You will be required to liaise with various internal departments to request information or provide updates on progress, as well as keeping your managers informed.

You will be responsible for reporting any breaks and providing feedback to manage and control risks.

You will work in accordance with procedures, company policy and processes whilst also acting lawfully and in accordance with the pre-defined regulatory, compliance and financial requirements e.g., Data Protection, Code of Conduct, Health and Safety and Financial Conduct Authority Standards.

As well as applying to and liaising with the FCA, for regulatory authorisation, ensuring that robust evidence of due diligence activity is provided.

About You

Drawing from your previous administrative experience, including proficiency in Microsoft Office, especially Excel and PowerPoint, you bring a strong foundation to this role.

You will have the ability to co-ordinate your day-to-day workload and can work under pressure remaining focused and calm.

Our ideal candidate will have good analytical skills with a strong ability to extract key information from data and pay attention to details.

Experience in working in a controlled function is essential for this application.

You will be proficient with Microsoft Office applications in particular Excel and will be comfortable with the use of formulas. You will also have the ability to pick up new systems.

You will also have excellent communication skills with an ability to adapt style depending on audience and present information in a clear and concise manner.

Your friendly and adaptable nature, coupled with your ability to thrive under pressure, defines you as both an independent contributor and a collaborative team player.

#LI-FD1

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.

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