Client Services salaries in Wales

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 correspondence, including emails and phone calls, ensuring timely responses. Provide comprehensive administrative support to ensure efficient office…

£22,880 - £23,793 a year

3 days ago

This entails 3 days per week collaborating with colleagues in the office, and 2 days working from home. A set of interpersonal skills that enable you to work…