Client Offboarding Specialist

Quilter; Greater London; Hybrid; GBP 35,000 - 48,000; Full time

Job summary

Quilter Cheviot is seeking a Client Leaving Administrator in London (Hybrid) to support efficient client departures, ensure asset and cash returns, and process payments in line with procedures.

You will work with Investment Managers, Front Office, and Operations to maintain strong controls and drive continuous improvement, with initial five days a week in-office training and then hybrid working with 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

Organisation

Attention to detail

Continuous improvement

Problem solving

Stakeholder management

Verbal and written communication

Collaborative mindset

Accuracy in controlled environment

Digital, automation & AI tools

Job description

Quilter Cheviot is seeking a Client Leaving Administrator in London (Hybrid) to support efficient client departures, ensure asset and cash returns, and process payments in line with procedures.

You will work with Investment Managers, Front Office, and Operations to maintain strong controls and drive continuous improvement, with initial five days a week in-office training and then hybrid working with three days in the office.