Customer support & client services Work, Jobs in Aberdare, Rct (with Salaries)

Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Business Client Service Specialist
HSBC Global Services Limited —Swansea
- From £27,200 a year
- Full-time
- Hybrid work
- Communication skills
- Work from home
Property Management Administrator
T Samuel Estate Agents —Hirwaun
- £24,784.50 a year
- Full-time
- Customer service
- Administrative experience
- Organisational skills
Quick apply
1d
Client Relationship Team
Davisons Law —Cardiff
- Full-time
- Customer service
- Administrative experience
- Front desk
- Annual leave
- Referral programme
Quick apply
Legal Support/Customer Service Advisor
Kearns Solicitors —Caerphilly
- £26,026 - £29,274 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Customer service
- Free parking
- Health & wellbeing programme
Quick apply
Customer Service Representative
IQUW Group —Swansea
- Full-time
- Hybrid work
- Customer service
- Organisational skills
- Communication skills
- Employee assistance programme
Receptionist
VINCI Facilities UK —Merthyr Tydfil
- Part-time
- Customer service
- Microsoft Office
- Administrative experience
- Employee discount
Customer Service
Nebula Promotions —Cardiff
- Full-time
- Bilingual
- Spanish
- Customer service
- Free parking
- Referral programme
Quick apply
10d
Customer Service Representative
ifplabs - UK (South Wales) —Crickhowell
- From £25,750 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Quick apply
1d
Enforcement Agent - Rhondda
Dukes Bailiffs Limited —Rhondda
- £28,500 - £100,000 a year
- Full-time
- Leadership
- Communication skills
- Negotiation
- Health & wellbeing programme
- Flexitime
Quick apply
6d
IT Support Engineer - UK
Ever Nimble —Swansea
- £25,000 - £29,000 a year
- Weekend availability
- Software troubleshooting
- Customer service
- Travel
- Store discount
- Work from home
Quick apply
Administrative Assistant - Town and Country Property Auctions
Town & Country Property Auctions South Wales —Swansea
- £24,420 - £28,000 a year
- Part-time
- Hybrid work
- Customer service
- Administrative experience
- Organisational skills
- Flexible schedule
Quick apply
16h
Customer Service Representative
ERS Administration Services —Swansea
- Full-time
- Hybrid work
- Customer service
- Organisational skills
- Communication skills
- Employee assistance programme
Customer Service Advisor - Call Handler
Sopra Steria —Newport
- £26,298 a year
- Hybrid work
- Customer service
- Human resources
- SharePoint
- Annual leave
2d
Claims Executive - Commercial & Schemes
Howden Group Holdings —Swansea
- Full-time
- Hybrid work
- Communication skills
- Negotiation
Customer Hub Advisor
Sopra Steria —Newport
- £26,298 a year
- Hybrid work
- Organisational skills
- Annual leave
Customer Service Advisor
Link Financial —Caerphilly
- £26,000 - £28,500 a year
- Full-time
- Customer service
- English
- Administrative experience
- Employee assistance programme
- Employee discount
Sales/Customer Service
LPN GROUP LTD —Cardiff
- Full-time
- Sales
- Customer service
- English
Quick apply
11d
Team Leader
M Group —Treharris
- £33,167 - £39,800 a year
- Overtime
- Employee assistance programme
- Employee discount
Veterinary Receptionist
Medivet Group Ltd —Llandaff
- £5,971.16 a month
- Part-time
- Social media management
- Front desk
- Annual leave
- Employee discount
8d

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customer support & client services jobs near aberdare, rct

Client Services Executive

AFH Financial Group -
Cardiff

Apply Now

Job details

Full-time

Benefits

Company pension
Referral programme

Qualifications

Microsoft Word
Pension
Microsoft Excel
Microsoft Outlook
GCSE
Microsoft Office
Financial services

Full job description

Client Services Executive - Wealth Management

A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms.

We are looking for those of you who wish to grow with us as a business in our Cardiff office with hybrid working opportunities. You will join us on a full-time, permanent basis and in return, you will receive a competitive salary plus a range of benefits.

This role is a core function within the business, as you will provide exceptional administrative and technical support to both our Financial Advisers and our clients. You will be responsible for ensuring delivery of good outcomes and ensuring our clients are put first in all that we do.

Key Responsibilities as our Client Services Executive will include:

Client Liaison & Servicing – Act as the first point of contact for client queries. Provide excellent customer service to maintain strong relationships with adviser, client and support staff across all areas of the business
Relationship Management – Work 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. Hold regular 1:1 meeting with advisers to set clear workflow priorities. Manage client expectations accordingly and keep them fully informed
Provider & Third-Party Communication – Liaise with providers and investment platforms to ensure that client requests are followed up and escalated when necessary
Administration Support - To provide technical and administrative support to allocated IFAs including pre-population of forms, money laundering, fact finds and management of incoming post. preparation of client review packs, research, illustrations, liaison with the paraplanning team as needed, preparation of new business packs and submission of new business cases for processing, coordination / oversight of payment requests
Maintenance of Client Records - ensuring all client data is accurate and kept up to date
Continuous Process Improvements – Constantly look for ways to improve internal processes to support good client outcomes, highlighting any recommendations to the relevant stakeholders for review
Policies and Procedures – Ensure that all internal policies are adhered to, and actions are in line with FCA guidelines.

What we are looking for in our ideal Client Services Executive:

Experience is required within a Financial Services IFA support role, with sound knowledge of a variety of modern platforms
Working knowledge of a variety of financial products, including pensions, investments, and protection.
Experienced using all Microsoft applications, including Word, Excel, Teams and 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 of working for AFH Wealth Management:

Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probation
Contributory pension scheme, and death-in-service benefit
Competitive salary and annual discretionary bonus, following one year’s service
Health benefit scheme – including digital gym subscriptions, dental and optional treatments and alternative therapies
Flexible working options and competitive holiday allowance, with annual buy and sell scheme options
Enhanced maternity, adoptive and paternity pay
Loyalty bonus and additional holiday days, based on length of service
Employee referral bonus scheme
Social events

With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms.

If you or anyone that you know are interested in becoming a part of our growing community as our Client Services Executive get in touch and click ‘APPLY’ today or email us via [email protected]. We look forward to hearing from you!

Apply Now

Refine Your Search

customer support & client services jobs in aberdare, rct

Client Services Executive

Business Client Service Specialist

Property Management Administrator

Client Relationship Team

Legal Support/Customer Service Advisor

Customer Service Representative

Receptionist

Customer Service

Customer Service Representative

Enforcement Agent - Rhondda

IT Support Engineer - UK

Administrative Assistant - Town and Country Property Auctions

Customer Service Representative

Customer Service Advisor - Call Handler

Claims Executive - Commercial & Schemes

Customer Hub Advisor

Customer Service Advisor

Sales/Customer Service

Team Leader

Veterinary Receptionist

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