Customer Operations Technician

About the Role

Contract: 6 month Fixed Term Contract. Location: Southampton. Department: Adviser and Client Servicing.

Key Responsibilities

• Administer adviser policies, answer queries, respond to complaints, help set up accounts, and provide appropriate financial product solutions.
• Support various business areas such as new clients’ pensions, investments, money‑in, money‑out, transfers and other departments.
• Prepare letters and other financial documents with excellent attention to detail.
• Process all adviser requests within Service Level Agreement timeframes efficiently and professionally via phone and email.
• Maintain up‑to‑date knowledge of products and services to deliver the most suitable outcomes.

Key Skills & Qualifications

• Previous administrative experience; proficient in Microsoft Office, especially Excel and PowerPoint.
• Exceptional organisational skills with the ability to prioritise workloads and meet deadlines.
• Adept in verbal and written communication, accurately recording and interpreting report data.
• Proactive, problem‑solving mindset with a consistent delivery of high‑quality work.

Commitment to Equality, Diversity & Inclusion

We value diversity and promote inclusivity. Equal opportunities are provided to all applicants, based on skills, qualifications, experience and potential.

Benefits

• Holiday: 182 hours (26 days)
• Quilter Incentive Scheme: all employees may participate.
• Pension Scheme: non‑contributory company pension with potential personal contributions.
• Healthcare Cash Plan: for Jersey employees only.
• Benefit Allowance: cash benefit allowance available.
• Additional flexible benefits available to UK employees via salary deduction.

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