Customer services administrator Work, Jobs (with Salaries)

Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Receptionist & Administrator
Portico Corporate Reception Management —London
- £36,954 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Life insurance
Quick apply
11d
Customer Services Administrator
Wales Environmental Limited —Cardiff
- £26,500 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Customer service
- Annual leave
Quick apply
4d
Customer Care Administrator
Osprey Charging Network —London
- £28,000 - £30,000 a year
- Weekend availability
- Hybrid work
- Customer service
- Salesforce
- Continuous improvement
Quick apply
8d
Experienced Administrator - Customer Services
Boxergy —Newbridge
- Full-time
- Hybrid work
- Microsoft Excel
Customer Services Administrator
Foresters Financial —Bromley
- £23,842 a year
- Full-time
- Hybrid work
- Computer literacy
- Organisational skills
- Financial services
Property Administrator
GREENGATE PROPERTY LTD —Remote
- £26,000 - £27,000 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Part-Time Remote Call Handler / Virtual Receptionist (Healthcare)
Call Connect Virtual Services —Remote
- From £12.71 an hour
- Part-time
- Remote
- Customer service
- Windows
- Microsoft Office
Quick apply
3d
Administration Assistant
Norfolk Building Group Ltd —Remote
- £15 - £20 an hour
- Part-time
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
HMRC Payments Administrative Officer (Backshift)
HM Revenue and Customs —Glasgow
- £28,016 a year
- Part-time
- Hybrid work
- English
- Presentation skills
- Travel
- Work from home
13d
Office Administrator
Kevin&Co Estate Agent —London
- £13 an hour
- Part-time
- Customer service
- Microsoft Office
- Administrative experience
- Sick pay
Quick apply
2d
Administrator
Apleona —London
- £28,000 - £33,000 a year
- Monday to Friday
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee discount
Customer Service Administrator
Farmiloes —Mitcham
- From £25,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
1d
Customer Care Administrator
Vertu Motors —Newport
- £27,750 a year
- Full-time
- Organisational skills
- IT
- Communication skills
- Employee discount
Quick apply
Corporate Receptionist
Acuity —London
- £38,600 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
Quick apply
3d
Customer Operations Administrator
PurelyPowered Ltd —Preston
- £24,420 - £31,000 a year
- Part-time
- Hybrid work
- Customer service
- Microsoft Office
- Administrative experience
Quick apply
1d
Business Services Administrator - Powercare
UK Power Networks —London
- £32,244 a year
- Hybrid work
- Customer service
- Annual leave
- Employee assistance programme
11d
Customer Service & Operations Administrator
CMT Group Ltd —London
- £14.50 an hour
- Full-time
- CRM software
- Microsoft Office
- Communication skills
- Free parking
Quick apply
5h
Customer Service Administrator
Equiniti —Liverpool
- Full-time
- Customer service
- Communication skills
- Employee assistance programme
- Employee discount
Reception Administrator
Spire Healthcare —Edinburgh
- Full-time
- Customer service
- Administrative experience
- Computer skills
- Annual leave

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Client Services Administrator

AFH Financial Group -
Cardiff

Apply Now

Job details

Full-time

Benefits

Company pension
Employee discount

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
GCSE

Full job description

Client Services Administrator - Cardiff

AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.

We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.

This role will be based from our Cardiff office.

Client Services Administrator

The Client Services Administrator will play a vital role in supporting our Independent Financial Advisers (IFAs) in delivering high-quality financial advice. The role handles all the administrative duties to support their clients. The role ensures smooth operations within the firm, with focus on accurate documentation, communication, and regulatory compliance.

As our Client Services Administrator, you will be responsible for:

Acting as the point of contact for client queries. Providing excellent customer service to maintain strong relationships with adviser, client and support staff
Working with advisers to ensure all clients requests are dealt with from start to finish in a timely manner, ensuring clear and concise communication though-out
Working in partnership with providers and investment platforms to ensure that client requests are followed up and escalated when necessary
Preparing client review packs and process any follow up actions
Ensuring all client data is accurate and up to date
Maintaining the diary management system, ensuring daily workflow is completed in line with SLA’s and highlighting when needed
Analysing and highlighting any process change recommendations to the relevant stakeholders for review
Ensuring that all internal policies are adhered to, and actions are in line with FCA guidelines.

What we are looking for in our ideal Client Service Administrator:

Experience is required within a general administration role
Experienced using Microsoft Word, Excel & Outlook
Able to use own initiative and takes ownership of any task through to completion, displaying a flexible and positive attitude
A focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism
GCSE level A-C/5-9 in English and Maths

Benefits and Perks at AFH

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
Health & wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses

Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.

Apply Now

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