Client onboarding manager Work, Jobs in Cardiff, Wls (with Salaries)

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Customer Success Manager
LEAP Legal Software —Cardiff
- £40,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
Quick apply
13d
Wills Partnerships & Relationship Manager
Which? —Cardiff
- £37,000 - £42,000 a year
- Hybrid work
- CRM software
- Google Suite
- Sales
17h
Associate Relationship Manager - Mid Markets
Lloyds Banking Group —Cardiff
- From £40,824 a year
- Full-time
- Hybrid work
- Organisational skills
- IT
- Financial services
13d
Senior Communications Executive
Redkite Law —Cardiff
- £40,000 a year
- Full-time
- Hybrid work
- Social media management
- Travel
- Leadership
- Annual leave
- Gym membership
Quick apply
6d
Risk Manager
M Group —Newport
- Master's degree
- Bachelor's degree
- Leadership
- Annual leave
Senior Communications Executive
Redkite Solicitors —Cardiff
- £40,000 a year
- Full-time
- Hybrid work
- Social media management
- Travel
- Leadership
- Annual leave
- Gym membership
6d
Customer Success Manager
Unify Limited —Caerphilly
- £35,000 - £38,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- APIs
- In-person
- Free parking
- Work from home
Quick apply
Business Development Manager
MacroActive —Cardiff
- £30,000 - £35,000 a year
- Full-time
- CRM software
- Sales
- Salesforce
- Work from home
Quick apply
Office Manager
Robin King Estate Agents —Bristol
- £30,000 - £40,000 a year
- Full-time
- CRM software
- Social media management
- Microsoft Office
- Annual leave
Quick apply
12d
Customer Success Manager (Marketing/SEO)
Time To Scale —Magor
- £32,000 a year
- Full-time
- Hybrid work
- Salesforce
- Travel
- Annual leave
Quick apply
5d
Legal Secretary (Private Client)
Howells Legal Limited —Cardiff
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Referral programme
Quick apply
13d
Manager
Delight care and Support Services —Cardiff
- £35,500 - £38,800 a year
- Full-time
- Driving
- Organisational skills
- In-person
Quick apply
Commercial Manager
M Group —Newport
- Management
- Driving
- Travel
- Annual leave
- Employee assistance programme
7d
Junior Enterprise Partner Manager
Credas a company of SmartSearch —Cardiff
- Full-time
- Hybrid work
- CRM software
- Sales
- Business development
- Employee assistance programme
Quick apply
Senior Office Administrator- Bridgend
Xeinadin —Bridgend
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
5d
Lead Power Platform Consultant
iCoTech Services —Cardiff
- £55,000 - £75,000 a year
- Full-time
- Hybrid work
- Azure
- Mentoring
Quick apply
Senior Sustainability Consultant
AECOM —Cardiff
- Full-time
- Hybrid work
- Analysis skills
- IT
- Construction experience
L'Oréal Luxe Multi-Brand Assistant Manager, John Lewis Cardiff (37.5 Hours)
l'Oréal —Cardiff
- Full-time
- Management
- Merchandising
- Administrative experience
- Annual leave
- Referral programme
Quick apply
General Office Administrator
Universal Resource Trading Ltd —Caerphilly
- £14.50 - £16.00 an hour
- Overtime
- Laboratory experience
- Administrative experience
- IT
- Free parking
- Paid training
Quick apply
6d

I want to receive the latest job alerts for client onboarding manager in cardiff, wls

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client onboarding manager jobs near cardiff, wls

Client Services Manager

AFH Financial Group -
Cardiff

Apply Now

Job details

Full-time

Benefits

Company pension
Employee discount

Qualifications

Management
Supervising experience
Mentoring
Organisational skills
Financial services
Time management

Full job description

Client Services Manager

An opportunity to join AFH Wealth Management, 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 and support our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits. This position is based from our Cardiff office.

The purpose of this role is to oversee, and line manage a team of supervisors to ensure the delivery of high-quality support services to our Financial Advisers. Act as an escalation point for questions and queries across the team.

As our Client Services Manager, you will typically:

Be responsible for the overall management of the Client Services Team, ensuring a standardised approach is followed for all processes
Work closely with all Supervisors to achieve departmental goals
Hold regular 1:1’s with Financial Advisers to ensure the support they have meets their expectations
Ensure all administrative tasks, including client onboarding, policy administration and document management, are completed accurately and on time
Drive continuous process improvements highlight any process change recommendations to the relevant stakeholders for review
Track KPIs for the team and provide reports to senior management on team performance
Ensure compliance with FCA regulations and internal policies, addressing any risks or breaches.

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

Proven experience in a managerial position in financial services administration, preferably within an IFA firm
Ability to form positive relationships in a high-pressure environment
Proven management experience within a fast-paced industry
An understanding of FCA regulations and compliance requirements
Experience in supervising or mentoring a team, upskilling where necessary
Excellent organisational and time management skills
Strong interpersonal skills using clear and concise language in both written and verbal correspondence.

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/ or if you have any queries, email the People Resourcing team via [email protected]. We look forward to hearing from you!

Apply Now

Refine Your Search

client onboarding manager jobs in cardiff, wls

Client Services Manager

Customer Success Manager

Wills Partnerships & Relationship Manager

Associate Relationship Manager - Mid Markets

Senior Communications Executive

Risk Manager

Senior Communications Executive

Customer Success Manager

Business Development Manager

Office Manager

Customer Success Manager (Marketing/SEO)

Legal Secretary (Private Client)

Manager

Commercial Manager

Junior Enterprise Partner Manager

Senior Office Administrator- Bridgend

Lead Power Platform Consultant

Senior Sustainability Consultant

L'Oréal Luxe Multi-Brand Assistant Manager, John Lewis Cardiff (37.5 Hours)

General Office Administrator

I want to receive the latest job alerts for client onboarding manager in cardiff, wls

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected