Client services supervisor Work, Jobs in Bridgend (with Salaries)

Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
6d
Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Onboarding Team Supervisor
Redkite Solicitors —Cardiff
- Full-time
- Supervising experience
- Travel
- Organisational skills
- Annual leave
Site Supervisor
M Group —Swansea
- Analysis skills
- Team management
- Organisational skills
Operations Supervisor – Cardiff
Showsec —Cardiff
- £31,895 - £36,105 a year
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
5d
Senior Cleaning Operations Manager
Diverse Commercial Solutions Ltd —Newport
- £45,000 - £48,000 a year
- Weekend availability
- Customer service
- Travel
- Organisational skills
- Free parking
Quick apply
9d
Associate Project Manager
PCI Pharma Services —Bridgend
- 8 hour shift
- Hybrid work
- Microsoft Office
- Administrative experience
- Maths
- Annual leave
- Employee assistance programme
Business Development Associate (Entry Level / Sales Support)
PCI Pharma Services —Bridgend
- Full-time
- Remote
- Microsoft Word
- Microsoft Office
- Time management
Mobile Supervisor
CDC —Cardiff
- From £13.45 an hour
- Part-time
- Hybrid work
- Travel
- IT
- Communication skills
- Free parking
Quick apply
Health and Safety Compliance Manager
BeeWise Risk Solutions Ltd —Aberdare
- £3,800 - £4,900 a month
- Full-time
- Bachelor's degree
- In-person
- Leadership
- Free parking
Quick apply
10d
Supervisor
Belstaff —Bridgend
Quick apply
Liaison & Transition Mental Health Practitioner
Swansea Bay University Health Board —Pendre ED
- £40,559 - £48,841 a year
- Full-time
- Annual leave
9d
Area Security Manager
Mitie —Cardiff
- Weekend availability
- Management
- Military
- Team management
Security Officer
ABM UK —Bridgend
- £13.10 an hour
- Full-time
- Computer literacy
- AI
- Communication skills
- Employee discount
Quick apply
Dig Operative
M Group —Treharris
- £29,742 - £31,841 a year
- Overtime
- Employee assistance programme
- Employee discount
4d
Site cleaning manager
BidvestNoonan —Swansea
- £14 an hour
- Part-time
- Customer service
- English
- Supervising experience
Quick apply
Security Officer
ABM —Bridgend
- £13.10 an hour
- Full-time
- Computer literacy
- AI
- Communication skills
Production Sign Maker
Dragon Signs —Cardiff
- £25,000 - £30,000 a year
- Full-time
- Customer service
- In-person
- Communication skills
- Annual leave
- Referral programme
Quick apply
Keyholder
Belstaff —Bridgend
Quick apply
Cover Supervisor
Elementa Support Services —Vale of Glamorgan
- Part-time
- Bilingual
- Childcare
- English

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Client Services Supervisor

AFH Financial Group -
Cardiff

Apply Now

Job details

Full-time
6 days ago

Benefits

Company pension
Employee discount

Qualifications

Microsoft Outlook
Organisational skills
Financial services
Communication skills
Time management

Full job description

Client Services Supervisor

Location: Cardiff Office

Working model: Hybrid Working Model

Contract type: Permanent

Hours: Full-time

Salary: Negotiable DOE

This is a an unique opportunity to join our team at AFH Wealth Management.

AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long‑term financial solutions to individuals, families and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values and client-centric approach.

We are looking for those of you who wish to be part of an established business and are keen to work in line with our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.

As our Client Services Supervisor, you will typically:

Lead, support, and motivate a team of Client Service Executives and Client Service Administrators
Oversee allocation of workloads and manage team capacity to ensure efficient service delivery of all administrative and technical support request from our Financial Advisers
Conduct regular team meetings to discuss process change recommendation, issues, and best practices
Ensure all administrative tasks, including client onboarding, policy administration, New Business submission and document management, are completed accurately and on time
Monitor compliance with FCA regulations and internal policies, addressing any risks or breaches
Act as a point of escalation for complex queries from administrators, clients, and financial advisers
Promote and encourage a positive work environment amongst team members and advisers, ensuring co-operation, efficiency and outstanding service is always delivered.

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

Ability to guide and develop a team effectively by mentoring and upskilling where necessary
Ability to build strong working relationships within a fast-paced environment
Experience in financial services administration, preferably within an IFA firm
An understanding of FCA regulations and compliance requirements
Excellent organisational and time management skills
Strong interpersonal skills with ability to use clear and concise language in both verbal and written communication
Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams and Xplan, Provider Platforms etc)

Benefits and Perks at AFH

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.

Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.

Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.

To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/.

If you have any questions about this vacancy please contact the People Resourcing Team on [email protected].

We look forward to hearing from you!

Apply Now

Refine Your Search

client services supervisor jobs in bridgend

Client Services Supervisor

Client Services Manager

Onboarding Team Supervisor

Site Supervisor

Operations Supervisor – Cardiff

Senior Cleaning Operations Manager

Associate Project Manager

Business Development Associate (Entry Level / Sales Support)

Mobile Supervisor

Health and Safety Compliance Manager

Supervisor

Liaison & Transition Mental Health Practitioner

Area Security Manager

Security Officer

Dig Operative

Site cleaning manager

Security Officer

Production Sign Maker

Keyholder

Cover Supervisor

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