Client Exit & Payments Administrator – Hybrid

Quilter Cheviot; Greater London; Hybrid; GBP 28,000 - 40,000; Full time

Benefits offered by this job

Holiday: 26 days

Pension Scheme

Private Medical Insurance

Life Assurance

Income Protection

Healthcare Cash Plan

Job summary

Quilter Cheviot is seeking a Client Leaving Administrator to support efficient departure of clients within the Custody & Nominees team in London. You will work with Investment Managers, Front Office and Operations to ensure assets and cash are returned accurately and closures completed per regulatory requirements.

The role offers initial five‑days‑a‑week in-office training, then hybrid work with at least three days in the office.

Qualifications

• 2–3 years experience within a Financial Services Operations role.
• Strong organisational skills and attention to detail.
• Passion for continuous improvement and identifying more efficient ways of working.
• Strong problem-solving and investigative skills.
• Ability to build effective relationships with stakeholders across the business.
• Excellent verbal and written communication skills.
• Proactive and collaborative approach.
• Ability to work accurately in a controlled environment.
• Comfortable using digital, automation and AI-enabled tools to improve productivity while maintaining accuracy, regulatory compliance and information security.

Responsibilities

• Monitoring and managing client leaver and account closure workflows.
• Reviewing and authorising outgoing client payments in accordance with procedures and authority levels.
• Liaising with Investment Managers, Front Office teams and Operations departments to facilitate timely client departures.
• Investigating and resolving issues that may delay the release of client assets or cash.
• Ensuring all client records are updated accurately following account closure.
• Maintaining strong controls and ensuring all activity is completed in line with regulatory and internal requirements.
• Escalating risks, exceptions and aged items as appropriate.
• Supporting management information production and workflow monitoring.
• Identifying opportunities for process improvement, automation and standardisation.
• Using approved digital, automation and AI-enabled tools to improve efficiency and consistency of processes while maintaining appropriate controls and oversight.
• Assisting with the development and enhancement of procedures, templates and controls.
• Cross-training with the wider Custody & Nominees team.

Skills

FS Operations

Stakeholder mgmt

Attention to detail

Process improvement

Tools

Automation tools

Job description

Quilter Cheviot is seeking a Client Leaving Administrator to support efficient departure of clients within the Custody & Nominees team in London. You will work with Investment Managers, Front Office and Operations to ensure assets and cash are returned accurately and closures completed per regulatory requirements.

The role offers initial five‑days‑a‑week in-office training, then hybrid work with at least three days in the office.