Senior Client Support & Operations Lead

Quilter Investors Limited; Greater London; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services firm is seeking a Customer Support and Operations Specialist to enhance client experiences and ensure operational integrity. The role requires strong communication skills, an understanding of UK regulatory frameworks, and experience in process improvement. This is an opportunity for someone passionate about delivering exceptional service and eager to contribute to a transformative team within the investment space. Flexibility to work from home is included.

Benefits

26 days holiday

Incentive scheme

Pension scheme

Private medical insurance

Life assurance

Income protection

Qualifications

• Strong background in financial services or fintech.
• Experience in managing complex client issues.
• Proficiency in operational integrity and customer success.

Responsibilities

• Promote a client-first approach and resolve complex client queries.
• Oversee operational issues impacting client experience.
• Manage transaction processing ensuring adherence to regulations.
• Conduct AML/KYC checks for fraud prevention.
• Collaborate with product teams for operational improvements.

Skills

Client-first approach

Complex issue resolution

Process improvement

Organizational skills

Communication skills

Education

Experience in financial services or fintech

Understanding of UK regulatory frameworks (FCA, AML/KYC)

Tools

Microsoft Word

Excel

Job description

A leading financial services firm is seeking a Customer Support and Operations Specialist to enhance client experiences and ensure operational integrity. The role requires strong communication skills, an understanding of UK regulatory frameworks, and experience in process improvement. This is an opportunity for someone passionate about delivering exceptional service and eager to contribute to a transformative team within the investment space. Flexibility to work from home is included.