Customer support & client services Work, Jobs in Great Braxted, Ess (with Salaries)

Client Services Executive
AFH Financial Group —Bishop's Stortford
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Control Room Operative
L J Transportation —Latchingdon and Snoreham
- £13.07 an hour
- Full-time
- Customer service
- Computer literacy
- English
- Free parking
- Store discount
Quick apply
Media Sales Executive
Ellis Media and Events Ltd —Witham
- £24,000 - £27,000 a year
- Full-time
- Sales
- Salesforce
- Driving
- Annual leave
Quick apply
10d
Control Room Operative Night Shift
L J Transportation —Chelmsford
- £13.07 an hour
- Full-time
- Microsoft Word
- Microsoft Outlook
- Customer service
- Free parking
- Store discount
Quick apply
Junior IT Support Engineer – MSP Helpdesk - Full Time
Eipsys Limited —Chelmsford
- £26,000 - £28,000 a year
- Full-time
- Hybrid work
- Google Suite
- Microsoft Outlook
- Customer service
- Free parking
Quick apply
7d
Windscreen Repairs Technician
Screen Rescue —Chelmsford
- £32,500 - £45,000 a year
- Full-time
Quick apply
Safety & Compliance Officer
JMC Aviation —Stansted Airport
- £350 a day
- Monday to Friday
- Computer literacy
- Maintenance
- English
Client Call Handler
Holmes and Hills LLP —Colchester
- Microsoft Office
- IT
- Employee assistance programme
- Life insurance
Graduate - Client Services Voice
SS&C Technologies —Basildon
- Full-time
- Customer service
- English
- Bachelor's degree
4d
Housing Assistant
Pinnacle Group —Colchester
- £26,227.50 a year
- Monday to Friday
- Customer service
- Administrative experience
- Travel
- Annual leave
- Employee assistance programme
Quick apply
Customer Service Advisor
Kier Group —Braintree
- Part-time
- Hybrid work
- Travel
- Communication skills
- Flexible schedule
Care Administrator
Eden Brook Home Care —Chelmsford
- £13 an hour
- Full-time
- Computer literacy
- Care experience
- Microsoft Office
Quick apply
9d
Centre Coordinator
TCHC Group —Basildon
- £24,999 - £25,000 a year
- Travel
- School
- Annual leave
- Employee assistance programme
Quick apply
Sales Executive, Print & Document Solutions
SS&C Technologies —Basildon
- Full-time
- Hybrid work
- Business development
- Travel
- Financial services
Protection Adviser
Bolt Mortgages —Canvey Island
- £30,000 - £50,000 a year
- Full-time
- Bilingual
- Spanish
- Sales
- Referral programme
Quick apply
3d
Mortgage Adviser
SRC Financial Services Limited —Basildon
- £45,000 - £55,000 a year
- Full-time
- Sales
- Basic maths
- Driving
- Free parking
Quick apply
13d
Customer Solutions Advisor
Rhenus SE & Co. KG —Maldon
- Full-time
- Microsoft Excel
- Sales
- Customer service
- Free parking
- Employee assistance programme
11d
Property Support Assistant - Land Assembly & Compulsory Purchase - Chelmsford
Lambert Smith Hampton Ltd —Chelmsford
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
13d
1st Line IT Support Apprentice Training for SecOps / CloudOps
3Gi Technology Ltd —Brentwood
- £16,640 a year
- Full-time
- Customer service
- In-person
- Communication skills
- Free parking
- Work from home
Quick apply
3d
Head of Governance, Risk and Compliance
Call Assist —Colchester
- Full-time
- Continuous improvement
- Travel
- In-person
- Work from home
- Employee discount
Quick apply
2d

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customer support & client services jobs near great braxted, ess

Client Services Executive

AFH Financial Group -
Bishop's Stortford

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 Bishop's Stortford 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. We look forward to hearing from you!

Apply Now

Refine Your Search

customer support & client services jobs in great braxted, ess

Client Services Executive

Control Room Operative

Media Sales Executive

Control Room Operative Night Shift

Junior IT Support Engineer – MSP Helpdesk - Full Time

Windscreen Repairs Technician

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Client Call Handler

Graduate - Client Services Voice

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Customer Service Advisor

Care Administrator

Centre Coordinator

Sales Executive, Print & Document Solutions

Protection Adviser

Mortgage Adviser

Customer Solutions Advisor

Property Support Assistant - Land Assembly & Compulsory Purchase - Chelmsford

1st Line IT Support Apprentice Training for SecOps / CloudOps

Head of Governance, Risk and Compliance

I want to receive the latest job alerts for customer support & client services in great braxted, ess

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