Client Services salaries in Cardiff, CRF

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…

Administration Support - To provide technical and administrative support to allocated IFAs including pre-population of forms, money laundering, fact finds and…

Ensure all administrative tasks, including client onboarding, policy administration and document management, are completed accurately and on time.

Ensure all administrative tasks, including client onboarding, policy administration, New Business submission and document management, are completed accurately…

Answering telephone calls and directing appropriately. Handle sensitive information in a confidential manner. Excellent phone etiquette and customer service.

£13 an hour

The position involves engaging with customers via phone and digital channels, promoting products through upselling, and maintaining accurate records of…

1 day ago