Client services supervisor Work, Jobs in Bedwas, Cay (with Salaries)

Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Area Supervisor
SBFM —Newport
- £29,000 a year
- Travel
- IT
- Communication skills
Cover Supervisor
Elementa Support Services —Pontypridd
- £100 - £120 a day
- Classroom experience
- Communication skills
- School
Quick apply
Service Operations Coordinator
WPS-UK Ltd —Nailsea
- £32,000 - £42,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Maintenance
- Free parking
- Annual leave
Quick apply
3d
Administrator
Safe and Secure Training —Cardiff
- £26,000 a year
- 8 hour shift
- Sales
- English
- Microsoft Office
- Free parking
- Sick pay
Quick apply
Home Services Assistant
Age Connects Torfaen —Torfaen
- Monday to Friday
- IT
- Communication skills
Mobile Supervisor
CDC —Cardiff
- From £13.45 an hour
- Part-time
- Hybrid work
- Travel
- IT
- Communication skills
- Free parking
Quick apply
3d
IT Services Lead
Redkite Solicitors —Cardiff
- Full-time
- Administrative experience
- Travel
- Organisational skills
- Annual leave
Cleaning Technician
Mrs Buckét Commercial Cleaning Services Ltd. —Llantrisant
- £13.44 - £13.45 an hour
- Communication skills
- Referral programme
Quick apply
Area Security Supervisor
Mitie —Cardiff
- Weekend availability
- Military
- Team management
- Travel
Welsh-Speaking Cover Supervisor
Elementa Support Services —Caerphilly
- Part-time
- Bilingual
- Childcare
- Working with children
Supervisor
Belstaff —Bridgend
Quick apply
11d
Area Security Manager
Mitie —Cardiff
- Weekend availability
- Management
- Military
- Team management
Welsh-Speaking Cover Supervisor (Science Specialism)
Elementa Support Services —Cardiff
- £100 - £120 a day
- Supervising experience
- Classroom experience
- Communication skills
Quick apply
Business Development Associate (Entry Level / Sales Support)
PCI Pharma Services —Bridgend
- Full-time
- Remote
- Microsoft Word
- Microsoft Office
- Time management
4d
Security Officer
ASEL —Cardiff
- £13.01 an hour
- Part-time
- School
- Employee assistance programme
12d
Events Supervisor
The Vale Resort —Vale of Glamorgan
- Up to £27,341.27 a year
- Full-time
- Customer service
- Hotel
- Communication skills
- Free parking
- Employee discount
Cleaning Technician Temp
Mrs Buckét Commercial Cleaning Services Ltd. —Llantrisant
- £13.44 - £13.45 an hour
- Temporary
- Communication skills
- Referral programme
Quick apply
9d
Elite Retail Security Officer
Mitie —Newport
- £16 an hour
- Full-time
- Customer service
- Travel
11d

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Client Services Supervisor

AFH Financial Group -
Cardiff

Apply Now

Job details

Full-time

Benefits

Company pension
Employee discount

Qualifications

Microsoft Outlook
Organisational skills
Financial services
Communication skills
Time management

Full job description

Client Services Supervisor

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.

The Client Services Supervisor is responsible for overseeing a team of Client Services Executives and Administrators, ensuring the efficient management of workflow, compliance with regulatory requirements, and the delivery of excellent client service.

As our Client Services Supervisor, you will typically:

Lead, support, and motivate a team of Client Service Executives and Client Service Administrators
Oversee allocation of workloads and manage team capacity to ensure efficient service delivery of all administrative and technical support request from our Financial Advisers
Conduct regular team meetings to discuss process change recommendation, issues, and best practices
Ensure all administrative tasks, including client onboarding, policy administration, New Business submission and document management, are completed accurately and on time
Monitor compliance with FCA regulations and internal policies, addressing any risks or breaches
Act as a point of escalation for complex queries from administrators, clients, and financial advisers
Promote and encourage a positive work environment amongst team members and advisers, ensuring co-operation, efficiency and outstanding service is always delivered.

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

Ability to guide and develop a team effectively by mentoring and upskilling where necessary
Ability to build strong working relationships within a fast-paced environment
Experience in financial services administration, preferably within an IFA firm
An understanding of FCA regulations and compliance requirements
Excellent organisational and time management skills
Strong interpersonal skills with ability to use clear and concise language in both verbal and written communication
Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams and Xplan, Provider Platforms etc)

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 email the People Resourcing team via [email protected]. We look forward to hearing from you!

Apply Now

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client services supervisor jobs in bedwas, cay

Client Services Supervisor

Client Services Manager

Area Supervisor

Cover Supervisor

Service Operations Coordinator

Administrator

Home Services Assistant

Mobile Supervisor

IT Services Lead

Cleaning Technician

Area Security Supervisor

Welsh-Speaking Cover Supervisor

Supervisor

Area Security Manager

Welsh-Speaking Cover Supervisor (Science Specialism)

Business Development Associate (Entry Level / Sales Support)

Security Officer

Events Supervisor

Cleaning Technician Temp

Elite Retail Security Officer

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