Customer Operations Technician

Customer Operations Technician

Fixed Term Contract Duration - 9 Months

About the Business

Level: 3

Department: UKPCS – Customer Operations

Location: Southampton, United Kingdom

Contract type: Fixed Term Contract / Secondment

Contract Length: Until 05/01/2027

Regulated/Non-Regulated: Non-Regulated

As a Customer Operations Technician, your role with Quilter is to provide a high quality and efficient service, utilizing 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 prioritize 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

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.

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, recognizing 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 incentivize 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.