Customer Operations Technician
Customer Operations Technician
Apply locations Southampton time type Full time posted on Posted 2 Days Ago time left to apply End Date: January 27, 2025 (11 days left to apply) job requisition id R3785 Fixed Term Contract Duration - 6 Months
About the Business
This is a fantastic opportunity to be part of a fast paced, inclusive and rewarding team, which is part of the larger back office operational department within Quilter.
We are looking for someone who is a subject matter expert in their existing team but also has good product knowledge and understanding of the wider Quilter business.
You will need to have good attention to detail and be keen to drive improvements.
The team welcomes applications from candidates with a ‘can-do’, innovative mindset and a desire to deliver positive outcomes for both our clients and the business.
About the Role
Level: 3
Department: UKPCS – Customer Operations
Location: Southampton, United Kingdom
Contract type: Permanent and temporarily vacancies available
As a Customer Operations Technician, your role with Quilter is to provide a high quality and efficient service, utilising industry, product, and process knowledge.
You will be working to a high degree of accuracy, meeting deadlines, and proactively supporting the team and the wider departments results.
You will ensure Control monitoring and daily tasks are completed within the correct timelines.
You will be working with various stakeholders from around the company to ensure processes adhere to guidelines and CASS rules. This could include working with Finance for reconciliation tasks and FNZ for exceptions.
Investigate and resolve errors and transactions, discrepancies, complaints, breaches, and queries.
To manage own time and prioritise workloads to ensure business objectives, customer needs and corporate priorities are met.
To make suggestions for improvements to business processes and services with a focus on driving out costs, adding value, and improving quality and customer service within own discipline.
To be responsible and accountable for own personal development, i.e. to prepare and actively operate personal training/development plans.
About You
Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.
The ideal candidate will have a background in Financial Services administration and have solid financial awareness, experience dealing with external clients and an understanding of scheme regulations and industry legislation.
You will have a good understanding of the market and industry.
You’ll have a good understanding of all relevant regulatory bodies and associated principles and apply them to own area of specialism.
Have a good understanding of all products, services, and best practice within own area.
Have a good understanding of the latest trends and issues within own area.
You can use all programs in the Microsoft Office Suite.
You will have strong communication, numeracy and literacy skills normally associated with the level obtained by successfully completing a higher education qualification.
You will need to be CF1 and FA2 qualified and ideally have Lean 1B/c Accreditation (desirable).
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.
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.
About Us
We create brighter financial futures for every generation.
We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that’s happening in the world today, our role in society has never been more meaningful.
Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.
Flexible Working
We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more.
Our promise to you
We are committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability. Please contact the talent acquisition team if you need any reasonable adjustments made to the recruitment process, require information in an alternative format or have any questions around accessibility, we will try our very best to accommodate.
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