[Hiring] Client Services Executive @Quilter

Role Description

In this role you will be part of a friendly team who actively manage the diaries for 100's of financial advisers throughout the UK. The role is a telephone based home working role where you will be dealing with clients from all demographics of the UK who are seeking financial advice.

• Using our CRM system to find out about the client’s needs.
• Finding the right adviser for the client and booking an appointment in our CRM system.
• Liaising with clients and financial advisers on a daily basis.
• Providing a varied and interesting role that offers some flexibility.
• Full training and support will be given in the role.

Qualifications

• Strong experience in dealing with clients, either face to face or on the telephone.
• Competent in software such as Word and Excel.
• Extensive experience in call-handling, dealing with a large volume of inbound and outbound calls.
• Ability to take ownership in your role and prioritize and multitask effectively.
• Desirable: Financial services background.

Requirements

• 1 late shift per week (11:30am until 19:30pm) (flexible on which day).
• Normal hours (9-5) for the rest of the days in this week.
• 1 Saturday shift every 5 weeks, with a half-day (9am-12pm) the day before.
• Saturday shift from 10am until 2pm.

Benefits

• Holiday: 182 hours (26 days).
• Quilter Incentive Scheme: All employees are eligible to participate in the incentive scheme.
• 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.
• Range of flexible benefits available to UK employees, payable via salary deduction.