Client Asset Officer and Administrator
Quilter
About this role
The role involves managing client asset risk, controls, and operational relationships within a wealth management environment. It includes risk analysis, reporting, policy implementation, and supporting audits, with a focus on client asset controls and office administration.
Skills
About Quilter
quilter.comAdvice, investments and wealth management aiming to create brighter financial futures for every generation.
Recent company news
MarketBeatQuilter (LON:QLT) Given Buy Rating at Berenberg Bank
3 hours ago
The Globe and MailAnalysts Offer Insights on Financial Companies: Riot Platforms (RIOT), Quilter (OtherQUILF) and TWFG, Inc. Class A (TWFG)
1 day ago
Investing.comQuilter sees profit growth as assets hit £141 bln
1 day ago
TipRanksQuilter launches £100m buyback to return capital to shareholders
1 day ago
Business LiveQuilter profits rise as demand for financial advice drives record net inflows
1 day ago
About Quilter
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Quilter.
Salary
$62k – $84k
per year