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Sales Support Consultant
- Southampton, Massachusetts, United States
- Southampton, Massachusetts, United States
Über
Quilter oversees £126.3 billion in customer investments (as of August It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.
Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.
High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues.
Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it's the perfect time to join usAbout the Role
Level: 2
Department: Distribution - Sales
Location: Southampton
Contract: Permanent
Provide comprehensive sales and administrative support to designated Top 70 and high-growth potential Wealth Management firms. Serve as a key relationship manager, ensuring firms can efficiently conduct business through our Platform. Proactively promote the Adviser Support Hub as the first point of resolution for queries, while delivering ongoing assistance and relationship management at a consistently high standard to retain and grow business opportunities.
About YouRespond promptly to all incoming queries from adviser firms and clients, encouraging use of the Adviser Support Hub as the primary solution channel
Cultivate strong working relationships with Wealth Management Consultants (WMCs), Financial Advisers, and Platform Specialists
Assist with pre- and post-sale queries and escalations, ensuring smooth end-to-end service support
Provide cover for
Sprachkenntnisse
- English
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