Client Services salaries in Llanishen, CRF

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

1 day ago

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…

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

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

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

£27,500 a year

17 hours ago

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