Client Services salaries in Pontcanna, CRF

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…

Ensure all administrative tasks, including client onboarding, policy administration, New Business submission and document management, are completed accurately…

Administration Support - To provide technical and administrative support to allocated IFAs including pre-population of forms, money laundering, fact finds and…

Ensure all administrative tasks, including client onboarding, policy administration and document management, are completed accurately and on time.

Manage incoming correspondence, emails, and telephone enquiries, ensuring timely and professional responses. To provide efficient, reliable administrative and…

Up to £30,000 a year

2 days ago

Ensure that any enquiries received by both existing and new customers/clients are dealt with in a timely manner. Responsible to: Head of Commercial Training*.

£26,000 - £30,000 a year

5 days ago