Client services Work, Jobs in Bristol, Eng (with Salaries)

Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Test Centre Administrator (Bristol, UK) (24926)
Pearson —Bristol
- £13.60 an hour
- Weekend availability
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
8d
Part Time Operations Assistant
North Somerset Footwear Ltd —Long Ashton
- From £12.50 an hour
- Part-time
- Hospitality
- Customer service
- Microsoft Office
- Free parking
- Employee discount
Quick apply
6d
Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Client Relationships Officer
Bristol City Council —Bristol
- £29,064 - £31,022 a year
- Full-time
- Hybrid work
- Administrative experience
- Communication skills
- School
- Annual leave
- Flexitime
14d
Administration Assistant - Court of Protection
Clarke Willmott LLP —Bristol
- Monday to Friday
- Microsoft Excel
- Microsoft Outlook
- Administrative experience
3d
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
Administration Assistant - Court of Protection
Clarke Willmott —Bristol
- Monday to Friday
- Microsoft Excel
- Microsoft Outlook
- Administrative experience
3d
European Operations Administrator
Simarco —Bristol
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
Quick apply
Trainee Sales Representative
NextGen Talent —Bristol
- £575 - £700 a week
- Full-time
- Bilingual
- Microsoft Word
- Microsoft Outlook
Quick apply
8d
Customer Service Representative (Inbound)
Alexander Mann Solutions (AMS) —Bristol
- Customer service
- Financial services
- In-person
12d
Warrant Officer
Conexus Recovery and Field Services —Bristol
- From £36,050 a year
- Full-time
- Bachelor's degree
- Driving
- Communication skills
- Health & wellbeing programme
- Annual leave
Quick apply
Digital Printer / Finisher - Hands on Work / Public Facing - Customer Service
MMP Bristol Limited —Bristol
- £25,500 a year
- Full-time
- Customer service
- English
- In-person
Quick apply
8d
Customer Experience Agent
CitySprint —Bristol
- £26,811.20 a year
- Full-time
- Microsoft Office
- Communication skills
- Time management
- Annual leave
Quick apply
Care Coordinator
Acacium Group —Bristol
- £26,500 a year
- Full-time
- Hybrid work
- Customer service
- Communication skills
- Employee discount
Quick apply
5d
Sales Consultant DF
Diamonds Factory (Neve Jewels Ltd) —Bristol
- Up to £25,500 a year
- Full-time
- Sales
- Customer service
- In-person
- Employee assistance programme
- Employee discount
Quick apply
Front of House Staff - Bristol Central Venues
Restaurant Associates —Bristol
- £12.71 an hour
- Weekend availability
- Café
- Communication skills
Stocktaker
nGeneration —Bristol
- £26,000 - £28,000 a year
- Weekend availability
- Bar
- Microsoft Excel
- Customer service
Quick apply
Administrator
Sirona care & health CIC —Bristol
- £25,760 - £27,476 a year
- Part-time
- Microsoft Office
- IT
- Time management
- Free parking
- Annual leave
4d
Field-Based Valuation & Purchasing Rep (Self Employed) 5 day week inc 3 w/e per month
V&M Holding —Bristol
- £140 a day
- Full-time
- Customer service
- No experience needed
- Analysis skills
Quick apply

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client services jobs near bristol, eng

Client Services Administrator

AFH Financial Group -
Cardiff

Apply Now

Job details

Full-time

Benefits

Company pension
Employee discount

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
GCSE

Full job description

Client Services Administrator - Cardiff

AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.

We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.

This role will be based from our Cardiff office.

Client Services Administrator

The Client Services Administrator will play a vital role in supporting our Independent Financial Advisers (IFAs) in delivering high-quality financial advice. The role handles all the administrative duties to support their clients. The role ensures smooth operations within the firm, with focus on accurate documentation, communication, and regulatory compliance.

As our Client Services Administrator, you will be responsible for:

Acting as the point of contact for client queries. Providing excellent customer service to maintain strong relationships with adviser, client and support staff
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
Working in partnership with providers and investment platforms to ensure that client requests are followed up and escalated when necessary
Preparing client review packs and process any follow up actions
Ensuring all client data is accurate and up to date
Maintaining the diary management system, ensuring daily workflow is completed in line with SLA’s and highlighting when needed
Analysing and highlighting any process change recommendations to the relevant stakeholders for review
Ensuring that all internal policies are adhered to, and actions are in line with FCA guidelines.

What we are looking for in our ideal Client Service Administrator:

Experience is required within a general administration role
Experienced using Microsoft Word, Excel & 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 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 & 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

Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.

Apply Now

Refine Your Search

client services jobs in bristol, eng

Client Services Administrator

Test Centre Administrator (Bristol, UK) (24926)

Part Time Operations Assistant

Client Services Executive

Client Relationships Officer

Administration Assistant - Court of Protection

Client Services Supervisor

Administration Assistant - Court of Protection

European Operations Administrator

Trainee Sales Representative

Customer Service Representative (Inbound)

Warrant Officer

Digital Printer / Finisher - Hands on Work / Public Facing - Customer Service

Customer Experience Agent

Care Coordinator

Sales Consultant DF

Front of House Staff - Bristol Central Venues

Stocktaker

Administrator

Field-Based Valuation & Purchasing Rep (Self Employed) 5 day week inc 3 w/e per month

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