Client Exit & Account Closure Specialist

eFinancialCareers; Greater London; Hybrid; GBP 32,000 - 45,000; Full time

Benefits offered by this job

Holiday: 26 days

Pension scheme

Private medical insurance

Life assurance

Income protection

Job summary

Quilter Cheviot is seeking a Client Leaving Administrator to support the Custody & Nominees team in London. The role focuses on efficient client departures, asset and cash returns, and adherence to regulatory procedures in a hybrid working environment.

You will collaborate with Investment Managers, Front Office and Operations to monitor workflows, resolve issues, and improve controls. Training initially requires five days in the office, then a minimum of three days on-site weekly.

Qualifications

• 2–3 years of experience in Financial Services Operations.
• Strong organisational skills and attention to detail.
• Interest in automation and AI-enabled tooling.
• Proactive and collaborative with stakeholders.

Responsibilities

• Monitoring client leaver and account closure workflows.
• Reviewing and authorising outgoing client payments per procedures.
• Liaising with Investment Managers, Front Office and Operations.
• Investigating and resolving issues delaying asset or cash release.
• Ensuring client records updated after closure.
• Maintaining strong controls in line with regulatory and internal requirements.
• Escalating risks, exceptions and aged items.
• Supporting management information production and workflow monitoring.
• Identifying opportunities for process improvement and automation.
• Using approved digital, automation and AI-enabled tools with appropriate oversight.
• Assisting with the development and enhancement of procedures, templates, and controls.
• Cross-training with the wider Custody & Nominees team

Skills

Financial services operations

Attention to detail

Stakeholder management

Problem solving

Communication skills

Team collaboration

Tools

AI-enabled tools

Job description

Quilter Cheviot is seeking a Client Leaving Administrator to support the Custody & Nominees team in London. The role focuses on efficient client departures, asset and cash returns, and adherence to regulatory procedures in a hybrid working environment.

You will collaborate with Investment Managers, Front Office and Operations to monitor workflows, resolve issues, and improve controls. Training initially requires five days in the office, then a minimum of three days on-site weekly.