Client services Work, Jobs in Hatfield Broad Oak, Ess (with Salaries)

Client Services Executive
AFH Financial Group —Bishop's Stortford
- Full-time
- Hybrid work
- Microsoft Word
- Continuous improvement
- Financial services
- Referral programme
Office Administrator
Conneely Group —Stansted
- Full-time
- Microsoft Outlook
- Databases
- Administrative experience
- Free parking
Quick apply
14d
Project Administrator
LPL Construction Services —Bishop's Stortford
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
Quick apply
12d
Receptionist
Nockolds Solicitors —Bishop's Stortford
- Part-time
- Hybrid work
- Front desk
- Cash handling
12h
Receptionist (Law Firm)
Law Lane Solicitors —London
- £25,000 - £30,000 a year
- Full-time
- Customer service
- Computer literacy
- Administrative experience
Quick apply
1d
Operations Coordinator
Project Solver Ltd —Great Dunmow
- £26,000 - £35,000 a year
- Full-time
- CRM software
- Microsoft Excel
- Microsoft Office
- Free parking
Quick apply
11d
Senior Administrator - Part Time Role
Full Circle Compliance Ltd —Chelmsford
- £14,300 - £15,500 a year
- Full-time
- Microsoft Outlook
- Databases
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
Operations Coordinator
Bright Hygiene —Harlow
- £12.90 an hour
- Part-time
- CRM software
- Microsoft Outlook
- Computer literacy
- Free parking
- Annual leave
Quick apply
Safety & Compliance Officer
JMC Aviation —Stansted Airport
- £350 a day
- Monday to Friday
- Computer literacy
- English
- Analysis skills
Chauffeur
First Class Cars —Stansted
- £13.25 - £19.00 an hour
- Full-time
- Heavy lifting
- Customer service
- Driving
Quick apply
20h
Visitor Services Administrator
Saffron Music Trust —Saffron Walden
- £33,280 a year
- Part-time
- Bar
- Management
- Computer literacy
Quick apply
Sales Executive
The Rare Breed Meat Company —Colchester
- From £40,000 a year
- Full-time
- Hospitality
- Sales
- Computer literacy
- Employee discount
Quick apply
Junior Bid Writer
Sureserve —London
- £32,000 a year
- Microsoft Powerpoint
- Microsoft Word
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
2d
Sales Excecutive
HUBB Group Maintenance Ltd —Braintree
- £20,000 - £80,000 a year
- Part-time
- CRM software
- Sales
- Customer service
- Free parking
Quick apply
Membership Assistant
Sopers House —Potters Bar
- £11 - £13 an hour
- Part-time
- Customer service
- English
- Administrative experience
- Employee discount
Quick apply
14d
Sales Management Trainee
FOXES PRODUCTIONS LIMITED —London
- £27,000 - £29,000 a year
- Full-time
- Sales
- Customer service
- Merchandising
- Free parking
- Life insurance
Quick apply
HR People Partner
Breen & Associates - Results Through People —Bishop's Stortford
- Full-time
- Hybrid work
- Master's degree
- Business development
- Travel
- Free parking
- Sick pay
Quick apply
New Business Assistant
NPS Law —Canary Wharf
- £26,000 - £28,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Typing
- Free parking
- Annual leave
Quick apply
1d
Paediatric Brain Injury Support Worker - Part time hours
Rebound Care and Support Ltd —Enfield
- £17.00 - £18.50 an hour
- Part-time
- Childcare
- Paediatrics
- In-person
- Annual leave
Quick apply
Sales Assistant
DULUX DECORATOR CENTRE —Romford
- £13.89 an hour
- 8 hour shift
- Customer service
- In-person
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
1d

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Client Services Executive

AFH Financial Group -
Bishop's Stortford

Apply Now

Job details

Full-time

Benefits

Company pension
Referral programme

Qualifications

Microsoft Word
Investment
Financial Conduct Authority guidelines
Pension
Client engagement
Stakeholder liaison
GCSE
Microsoft Office Suite
Technical support
Continuous improvement
Customer relationship management
Relationship management
Customer support
Financial services
Customer interaction
Financial advisory support experience

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

client services jobs in hatfield broad oak, ess

Client Services Executive

Office Administrator

Project Administrator

Receptionist

Receptionist (Law Firm)

Operations Coordinator

Senior Administrator - Part Time Role

Operations Coordinator

Safety & Compliance Officer

Chauffeur

Visitor Services Administrator

Sales Executive

Junior Bid Writer

Sales Excecutive

Membership Assistant

Sales Management Trainee

HR People Partner

New Business Assistant

Paediatric Brain Injury Support Worker - Part time hours

Sales Assistant

I want to receive the latest job alerts for client services in hatfield broad oak, ess

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