Client Onboarding and Maintenance Administrator

Quilter; City Of London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading wealth management firm in London is seeking a Client Onboarding and Maintenance Administrator. The role involves ensuring smooth account openings, maintenance, and transfers while liaising with investment teams. Ideal candidates will have experience in financial operations, strong attention to detail, and be familiar with CRM systems. The position offers a hybrid working model, competitive benefits, and opportunities for professional growth.

Benefits

182 hours holiday

Quilter Incentive Scheme

Pension Scheme

Private Medical Insurance

Life Assurance

Income Protection

Qualifications

• Previous experience in an operations role within Financial Services preferred.
• Familiarity with CRM systems and intermediate MS Excel skills required.
• Strong attention to detail and ability to manage priorities.

Responsibilities

• Review account opening documentation and create accurate client records.
• Perform AML and due diligence checks on new accounts.
• Liaise with providers to obtain permissions where required.
• Collaborate with teams to ensure timely resolution of issues.

Skills

Communication skills

Attention to detail

Organizational skills

CRM systems familiarity

MS Excel skills

Education

Investment Operations Certificate

AML qualifications

Tools

WDX

Figaro

Job description

About the Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £111.6 billion of client investments (as at March 2024). If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.

About the Role

Level: 1

Department: Operations

Location: London (Hybrid)

Contract: Permanent

The Client Onboarding and Maintenance Administrator plays a key role in ensuring the smooth opening, maintenance, and transfer of client accounts. The role involves liaising with Investment Managers and their teams across the business to process account openings, amendments, and transfers for a wide range of account types including General Investment Accounts, ISAs, SIPPs, Offshore Bonds, Trusts, Charities, Corporates, and QROPS.

Key Responsibilities

• Review account opening documentation and create accurate client records in the CRM system.
• Perform AML and due diligence checks on new accounts and accounts changing service.
• Liaise with Pension and Offshore Bond providers to obtain permissions where required.
• Assist with transfers in and out of client portfolios and administration of deceased client accounts.
• Independently research and maintain specialist data sets to support onboarding processes.
• Collaborate with Front Office teams and Operations to ensure timely resolution of issues.
• Identify opportunities to improve processes and efficiency.

Skills & Experience

• Previous experience in an operations role within Financial Services preferred.
• Familiarity with CRM systems (e.g., WDX, Figaro) and intermediate MS Excel skills.
• Strong attention to detail, organisational skills, and ability to manage priorities.
• Excellent communication skills, both written and verbal.
• Ability to work independently and as part of a team.
• Investment Operations Certificate and AML qualifications desirable but not essential.

About You

You are detail-oriented, proactive, and adaptable, with a willingness to learn and improve processes. You demonstrate professionalism, respect, and teamwork, and understand the importance of compliance and operational excellence.

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.