Client Services salaries in Lisvane, 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…

Friendly, professional and confident communicating with colleagues, customers and suppliers. Support the planning and organisation of company events, meetings…

£27,500 a year

8 hours ago

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

Prepare and send paperwork to customers and suppliers as required. Handling incoming phone calls and directing to the correct team member.

£12.71 - £14.00 an hour

18 hours ago

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

Ensure that any enquiries received by both existing and new customers/clients are dealt with in a timely manner. Responsible to: Head of Commercial Training*.

£26,000 - £30,000 a year

7 days ago