Customer Service Administrator

Quilter; Virginia; On-site; USD 31,000 - 38,000; Full time

Benefits offered by this job

Holiday allowance

Pension scheme

Incentive scheme

Job summary

Quilter in Southampton is seeking a proactive Adviser and Client Servicing Assistant for a 6- to 12-month fixed-term contract. You will administer adviser policies, answer queries, respond to complaints, help set up client accounts and propose appropriate financial products.

| The role calls for strong Microsoft Office skills, especially Excel and PowerPoint, plus excellent organisation and communication abilities.

Qualifications

• Administrative experience with proficiency in Microsoft Office, especially Excel and PowerPoint.
• Excellent organizational skills and ability to prioritise workloads.
• Strong verbal and written communication; accurate data recording.
• Proactive, responsible, and able to deliver high-quality work.

Responsibilities

• Administer adviser policies, answer queries, respond to complaints and help set up client accounts.
• Identify suitable financial products and support other departments (pensions, investments, transfers).
• Prepare letters and financial documents with attention to detail and timeliness.
• Ensure adviser requests are processed within SLAs via phone and email; keep product knowledge up to date.

Skills

Administrative experience

Organisational skills

Verbal and written communication

Proactive problem solving

Tools

Microsoft Office

Excel

PowerPoint

Job description

About the Business

Quilter plc is a leading wealth management business, committed to helping create brighter financial futures for every generation. Quilter oversees £141.9 billion in customer investments (as at 31 March 2026) and provides a comprehensive 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 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: Adviser and Client Servicing

Location: Southampton

Contract Type: 6-12 month FTC positions - (start date approximately within 4 weeks after interview)

Salary: £25,500 plus fixed term allowance of £1,544.85 per annum

This is a critical role where you will be the face of the company. Your service is vital to our adviser satisfaction; you will be administering their policies, answering their queries, responding to their complaints, helping them set up their accounts and finding solutions of financial products they need.

The role may involve supporting a variety of different business areas, including the administering of new clients’ pensions, investments, money-in, money-out, transfers and various other departments.

Excellent attention to detail and communication is needed when preparing letters and other financial documents.

You will ensure all adviser requests are processed withina timelymanner as per our Service Level Agreements, you will do this efficiently and professionally for all our advisers, providers, and visitors via phone and email.

Keeping your knowledge of our products and services up to date will be vital to ensure you deliver the mostappropriate outcomefor the adviser.

About You

• You will havepreviousadministrative experience, includingproficiencyin Microsoft Office, especially Excel and PowerPoint, you bringa strong foundationto this role.

• Your exceptional organisational skills shine through as you expertly prioritise workloads and meet deadlines.

• Adept in verbal and written communication, you accurately record and interpret report data, contributing to the overall efficiency of the team.

• Taking personal responsibility for consistently delivering high-quality work, you embody a proactive approach and apply problem-solving skills in your day-to-day duties.

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 diverseworkforce and create a respectful, nurturing environment where every colleague can thrive.

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.

#LI-EW1

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.

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