Client services Work, Jobs in Trethomas, Cay (with Salaries)

Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Employee discount
Administration Assistant
CISWO —Pontypridd
- £25,289 a year
- Full-time
- Customer service
- Organisational skills
- IT
- Annual leave
- Employee assistance programme
Quick apply
Travel Sales Consultant
Trailfinders —Cardiff
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Organisational skills
- Training & development
- Communication skills
- Employee discount
Customer Hub Advisor
Sopra Steria —Newport
- £26,298 a year
- Hybrid work
- Organisational skills
- Annual leave
Telephone Answering Receptionist
Answermyphone.biz —Whitchurch
- £12.71 an hour
- Part-time
- Sales
- Front desk
- In-person
- Free parking
Quick apply
6d
Branch Assistant
MS-Group Limited —Caerphilly
- £12.71 an hour
- Part-time
Quick apply
Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Supervising experience
- Team management
- Organisational skills
- Employee discount
Office Services Operator
Williams Lea —Newport
- £26,227.50 a year
- Full-time
- Computer literacy
- Computer skills
- In-person
- Referral programme
12d
Administrator
Lowndes Halsden & Partners —Cardiff
- From £27,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
Internal Sales Person
Ensinger Ltd —Tonyrefail
- £28,500 a year
- Full-time
- In-person
- Communication skills
- Free parking
- Annual leave
Quick apply
11d
Business Development Administrator
Lorne stewart PLC —Cardiff
- £35,000 - £40,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Free parking
- Health & wellbeing programme
Quick apply
E+ Customer Experience Officer
British Council —Cardiff
- £25,520 a year
- Hybrid work
- English
- No degree
- Organisational skills
Admin Assistant
Sopra Steria —Newport
- £26,298 a year
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Customer service
- Annual leave
5d
Bureau Services Co-Ordinator
Savills —Cardiff
- Full-time
- Organisational skills
- Annual leave
13d
Relevant Person’s Representative (Advocate)
Mental Health First Aid Wales —Torfaen
- £25,000 - £26,500 a year
- Full-time
- Travel
- Conflict management
- Communication skills
- Annual leave
- Flexitime
Quick apply
13d
Enforcement Agent - Rhondda
Dukes Bailiffs Limited —Rhondda
- £28,500 - £100,000 a year
- Full-time
- Leadership
- Communication skills
- Negotiation
- Health & wellbeing programme
- Flexitime
Quick apply
Travel agent
Alexanders Group —Cardiff
- £2,200 - £2,500 a month
- Full-time
- Hybrid work
- Hospitality
- Customer service
- English
Quick apply
Legal Administrator (Residential Property)
Howells Legal Limited —Cardiff
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Referral programme
Quick apply
Entry-Level Account Executive (HF1353750)
Flourish —Cwmbran
- £35,000 - £45,000 a year
- Full-time
- CRM software
- Computer literacy
- No experience needed
Quick apply
11d

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client services jobs near trethomas, cay

Client Services Administrator

AFH Financial Group -
Cardiff

Apply Now

Job details

Full-time

Benefits

Company pension
Employee discount

Qualifications

Microsoft Word
Financial Conduct Authority guidelines
GCSE
Administrative support experience
Customer support

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 trethomas, cay

Client Services Administrator

Administration Assistant

Travel Sales Consultant

Client Services Supervisor

Customer Hub Advisor

Telephone Answering Receptionist

Branch Assistant

Client Services Manager

Office Services Operator

Administrator

Internal Sales Person

Business Development Administrator

E+ Customer Experience Officer

Admin Assistant

Bureau Services Co-Ordinator

Relevant Person’s Representative (Advocate)

Enforcement Agent - Rhondda

Travel agent

Legal Administrator (Residential Property)

Entry-Level Account Executive (HF1353750)

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