Customer Service Administrator
Core
Administer policies, answer queries, resolve complaints, and support advisers with account setup and financial product solutions.
Role type
Customer Service Administrator
Builds
Adviser satisfaction and operational efficiency for Quilter's wealth management clients
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
Microsoft Office (Excel, PowerPoint), administrative experience, verbal and written communication, data recording and interpretation, prioritization, problem-solving
Responsibilities
Administer adviser policies, answer adviser queries, respond to complaints, help set up accounts, find financial product solutions, process new client pensions and investments, prepare financial documents, ensure timely processing per SLAs
Seniority
Individual Contributor