Remote work at home Work, Jobs in Bristol, Eng (with Salaries)

Client Services Administrator
Milne Wealth Management Ltd —Bristol
- £13.50 - £15.00 an hour
- Part-time
- Hybrid work
- Salesforce
- Data analysis skills
- English
- Work from home
Quick apply
5d
Membership Administrator
Bristol Academy of Drama LLP —Bristol
- £13 - £14 an hour
- Part-time
- Hybrid work
- CRM software
- Sales
- Microsoft Office
- Health & wellbeing programme
- Work from home
Quick apply
4d
Quality Assurance Officer
Microwave Amps Ltd —Bristol
- £30,000 - £32,000 a year
- Part-time
- Hybrid work
- Writing skills
- Analysis skills
- Continuous improvement
- Free parking
- Work from home
Quick apply
1h
Freelance Administrator & Sales
Fortune Business Development Ltd —Bristol
- Up to £15 an hour
- Temporary
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Google Suite
- Free parking
- Work from home
Quick apply
Coffee Account Manager (Central England & Wales) – Wholesale, Barista Training & Customer Support
Extract Coffee Roasters —Bristol
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- CRM software
- Hospitality
- Café
- Health & wellbeing programme
- Employee assistance programme
Quick apply
10d
Receptionist
Bupa —Bristol
- £13.10 - £14.10 an hour
- Weekend availability
- Front desk
- Employee discount
- Referral programme
Quick apply
Nursery Administrator
Grandir UK —Bristol
- £12.21 - £13.30 an hour
- Full-time
- Experience working with children
- Preschool
- In-person
- Annual leave
- Employee discount
Quick apply
Product Development Admin Assistant
Lovehoney Group —Bath
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Organisational skills
- Work from home
- Employee discount
Quick apply
Caseworker
Reeds Solicitors LLP —Bristol
- From £25,000 a year
- Full-time
- Hybrid work
- Customer service
- Computer literacy
- English
- Health & wellbeing programme
- Work from home
Quick apply
5d
Marketing & Social Media Assistant
TINIT —Wells
- From £13 an hour
- Part-time
- Social media management
- English
- Internship
- Store discount
- Work from home
Quick apply
2d
Office Administrator
Holcim —Cheddar
- Overtime
- Microsoft Word
- Administrative experience
- Communication skills
- Employee discount
Customer Service Representative
Holcim —Frome
- Communication skills
- Employee discount
10d
Telemarketer and Appointment Setter
dcs associates —Chippenham
- From £15 an hour
- Part-time
- Hybrid work
- CRM software
- Communication skills
- Free parking
- Annual leave
Quick apply
Service Colleague (Express)
ASDA —Bristol
- £13.10 an hour
- Part-time
- Customer service
- Employee assistance programme
- Employee discount
5d
Virtual Key Account Manager
IQVIA —Bristol
- Full-time
- Remote
- Work from home
- Employee discount
Production Editor (Journals)
Intellect —Bristol
- £25,855 - £29,116 a year
- Full-time
- Hybrid work
- Customer service
- Project management
- Data entry
- Free parking
- Health & wellbeing programme
Quick apply
6d
Sales Development Representative (Graduate/Entry-Level)
Contracts Advance —Bath
- £25,000 - £60,000 a year
- Full-time
- Hybrid work
- CRM software
- Salesforce
- In-person
- Annual leave
- Work from home
Quick apply
6d
Helpline Shift Supervisor
SARSAS —Bristol
- Up to £27,823.42 a year
- Part-time
- Hybrid work
- Health & wellbeing programme
- Work from home
Quick apply
Gallery Registrar & Sales Coordinator
Lougher Contemporary —Bristol
- £28,000 - £33,000 a year
- Full-time
- Hybrid work
- CRM software
- Sales
- Writing skills
- Health & wellbeing programme
- Flexitime
Quick apply
5d
Online Manager
ASDA —Bristol
- Weekend availability
- Organisational skills
- In-person
- Leadership
- Annual leave
- Employee assistance programme

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Client Services Administrator

Milne Wealth Management Ltd
Bristol

Quick apply

Job details

Part-time
£13.50 - £15.00 an hour
5 days ago

Benefits

Casual dress
Additional leave
Company pension
Work from home

Qualifications

Meeting coordination
Client engagement
Salesforce
Data analysis skills
English
Analysis skills
Relationship management
Customer support
Financial services
Customer interaction
AI
Communication skills
Time management

Full job description

Job Overview

This is primarily a CLIENT SERVICE/ADMINISTRATION role in the retail financial planning sector and is NOT suitable for someone seeking accountancy, data analysis, banking or a similar role. Please review company website for further information about our firm and what we do in order that you are applying for a role which suits your skillset.

If this role is of interest, please apply with CV and include a covering letter explaining why you are interested in this role. Applications with no cover letter will not be considered.

Planned Start Date October 2026.

We are seeking a dedicated and professional Client Services Administrator to join our team within a busy and successful financial advice practice. This role involves engaging with clients to provide exceptional support, ensuring their needs are met efficiently and effectively. The successful candidate will play a vital part in maintaining strong client relationships and supporting the organisation’s commitment to outstanding service delivery. Prior experience in financial services and familiarity with Salesforce are advantageous, alongside excellent communication and IT skills.

Responsibilities

Act as the primary point of contact for clients, addressing enquiries promptly and professionally.
Manage the diary of the Financial Adviser, booking and recording all client meetings and all aspects of the client journey on our internal systems.
Utilise Salesforce to manage client information, track interactions, and update records accurately.
Utilise all software systems used by the firm to ensure alignment of information recording and compliant completion of processes.
File preparation in advance of client meetings between clients and advisers.
Provide tailored solutions based on client needs, demonstrating a thorough understanding of our services.
Collaborate with internal teams and external providers to ensure client requests are fulfilled efficiently.
Maintain detailed records of all client interactions and follow-up actions.
Support the organisation in developing strategies to enhance customer satisfaction and retention.

Requirements

Proven experience in client services or a related role within the financial services/wealth management sector is essential.
Ability to understand and respond to the needs of the advisers in the firm in order that all client needs are supported.
Strong and accurate communication skills, both written and verbal, with the ability to convey information clearly and professionally.
Proficiency in learning and utilising all internal software and AI used in the business to support the needs of the client and the business processes. Examples of systems used are Salesforce, Outlook 365, Word and Excel, Calendly, SOFI AI, PreMeet, Zoom, internal Intranet.
Analytical skills to interpret data, generate insights, and support decision-making processes.
Exceptional organisational ability with excellent attention to detail and time management abilities to manage tasks in a timely manner.
Ability to work collaboratively within a team environment while managing multiple priorities effectively.
Willingness to develop compassionate, empathetic relationships with clients in order that their needs are responded to is a must.
Must have the ability to think proactively and strategically in line with seeing situations from the client's perspective in order that we achieve the highest levels of client care and service.
A proactive approach to problem-solving and a commitment to delivering exceptional customer service.

Job Type: Part-time

Pay: £13.50-£15.00 per hour

Benefits:

Additional leave
Casual dress
Company pension
Work from home

Experience:

Financial services: 2 years (required)

Language:

English (required)

Work authorisation:

United Kingdom (required)

Work Location: Hybrid remote in Bristol

Quick apply

Refine Your Search

remote work at home jobs in bristol, eng

Client Services Administrator

Membership Administrator

Quality Assurance Officer

Freelance Administrator & Sales

Coffee Account Manager (Central England & Wales) – Wholesale, Barista Training & Customer Support

Receptionist

Nursery Administrator

Product Development Admin Assistant

Caseworker

Marketing & Social Media Assistant

Office Administrator

Customer Service Representative

Telemarketer and Appointment Setter

Service Colleague (Express)

Virtual Key Account Manager

Production Editor (Journals)

Sales Development Representative (Graduate/Entry-Level)

Helpline Shift Supervisor

Gallery Registrar & Sales Coordinator

Online Manager

I want to receive the latest job alerts for remote work at home in bristol, eng

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