Client Relations Administrator

Quilter; Southampton; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading wealth management company in Southampton is seeking a Client Relations Administrator on a 6-month fixed-term contract. The role involves processing client requests efficiently, maintaining strong communication with clients and stakeholders, and managing multiple cases. Candidates must possess excellent organizational, customer service, and IT skills, with a proactive and flexible mindset. This position offers a comprehensive benefits package including 26 days of holiday and an incentive scheme.

Benefits

26 days of holiday

Incentive scheme

Non-contributory pension scheme

Healthcare cash plan

Flexible benefits allowance

Qualifications

• Highly organized and proactive individual with a positive attitude.
• Ability to manage workload independently and prioritize tasks.
• Demonstrable customer service skills, especially in client-facing roles.
• Confident communicator with phone handling experience.

Responsibilities

• Process client requests timely according to service agreements.
• Liaise with clients, providers, and stakeholders through phone and email.
• Manage multiple cases while adhering to regulatory requirements.
• Provide support within the Data Cleansing team as needed.

Skills

Organizational skills

Customer service skills

Communication skills

Attention to detail

Flexibility

Proficiency in Microsoft packages

Job description

Fixed Term Contract Duration – 6 months.

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £126.3 billion in customer investments (as of August 2025). 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 – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

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, including our colleagues.

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: Client Outcomes & Remediation
• Location: Southampton, United Kingdom
• Contract Type: Fixed Term Contract / Secondment
• Contract Length: 6 months
• Working hours: Monday until Friday – 40 hours a week

Your influence extends across various business domains, encompassing the administration of client servicing. Meticulous attention to detail and effective communication are imperative, especially when crafting letters and communication to stakeholders.

Timely processing of client requests in accordance with our Service Level Agreements is a core responsibility. Your professionalism and efficiency shine as you engage with clients, providers, and visitors via phone and email, ensuring a seamless experience.

The role will involve liaising with all stakeholders, Legal entities, and Regulators.

You will need excellent organisational skills and the ability to manage a variety of tasks and responsibilities as you will be dealing with multiple cases at a time. You will also need to ensure that you fully adhere to all the requirements of DISP Resolution (ref: FCA Handbook).

You will need the ability to demonstrate flexibility, prioritise workloads and work on your own initiative.

Applicants are expected to demonstrate a flexible and adaptable approach to their duties as Client Relations (Servicing Outcomes) Administrators. In accordance with project demands, there may be occasions where support is required within the Data Cleansing team.

About You

To succeed in this post, you will need to be highly organised, proactive, and assertive. You should have the ability to manage and prioritise your workload independently and take ownership and responsibility of it.

The nature of the industry and role is one that is fast‑paced and dynamic.

Therefore, we are looking for an individual with the ability to meet tight deadlines, the ability to multi‑task and adapt to change quickly. You will also possess excellent written skills and high attention to detail.

We are seeking someone who has a positive and professional attitude with the ability to build strong internal and external relationships.

The candidate should have excellent demonstrable customer service skills and be confident communicating professionally over the phone, with prior experience handling inbound and outbound calls in a client‑facing capacity.

Having previous experience of working within a client servicing environment is desired.

Strong IT skills and proficiency in using Microsoft packages is essential.

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.
• Healthcare Cash Plan: Jersey employees only.
• Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.
• 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.