Client services administrator Work, Jobs in Taplow, Bkm (with Salaries)

Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Office Administrator
Disaster Care Capital Ltd —West London
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
Quick apply
Repairs Scheduler / Maintenance Administrator
Kensal Rise Plumbers —Queens Park
- £27,000 - £35,000 a year
- Full-time
- Customer service
- Maintenance
- English
Quick apply
11d
Office Administrator
MAK Electrical Solutions Ltd —Send
- £24,800 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
12d
Contact Centre Administrator
Sureserve —Uxbridge
- £26,227.50 a year
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
- Annual leave
- Employee assistance programme
Quick apply
Junior Facilities Administrator (Admin)
LCS —Fleet
- Up to £25,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Free parking
- Life insurance
Quick apply
5d
Sales Office Administrator
ERS Recruiting Ltd —Maidenhead
- £38,000 - £42,000 a year
12d
Client Services Administrator
AFH Wealth Management Cookham —Maidenhead
- £24,420 - £32,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Work from home
Quick apply
Office Administrator
LCH Ltd —Elstree
- Up to £30,000 a year
- Part-time
- Microsoft Office
- Administrative experience
- Travel
- Referral programme
- Sick pay
Quick apply
6d
Helpdesk Administrator
Pinnacle Group —Slough
- £26,500 - £27,300 a year
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Quick apply
4d
Onboarding Administrator
Flatpay —London
- English
Quick apply
4d
Technical services co-ordinator / administrator
Fletchers Engineering —Guildford
- £24,420.00 - £35,462.24 a year
- Full-time
- Schematics
- Maintenance
- English
- Free parking
Quick apply
6d
Senior Administrative Support Assistant
GB Maintenance Solutions Ltd —London
- £25,600 - £29,950 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
6d
Senior Administrator
CPM UK —Stokenchurch
- £28,000 a year
- Full-time
- Hybrid work
- Employee discount
Quick apply
Customer Service Administrator
SunbeltRentals —Staines-upon-Thames
- Microsoft Outlook
- Customer service
- Microsoft Office
- Annual leave
Quick apply
7d
Client Services Executive
Northgate Vehicle Hire —Reading
- £28,500 a year
- Annual leave
- Employee discount
Quick apply
3d
Receptionist & Office Admin - initially a 3 month contract
Right at Home - High Wycombe —Loudwater
- £12.75 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
Quick apply
4d
Client Accounts Manager
Pinnacle Group —London
- £60,000 - £65,000 a year
- Management
- Accounting
- Leadership
- Annual leave
- Employee assistance programme
Quick apply
13d
Sales Administrator
KISWAH TOURS LIMITED —Hayes
- £26,200 - £35,000 a year
- Full-time
- Sales
- Customer service
- Administrative experience
Quick apply
7h
Legal Support Administrator
Avantis Law —Wokingham
- £25,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Employee assistance programme
Quick apply
7d

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Client Services Administrator

AFH Financial Group -
Cookham

Apply Now

Job details

Full-time

Benefits

Company pension

Full job description

Client Services Administrator

An opportunity to join our AFH Wealth Management Cookham team.

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 with hybrid working. And in return, you will receive a competitive salary and range of benefits.

The purpose of this role is to provide comprehensive support to the efficient operation of the business and excellent service to the clients of the firm in the administrative processes through the careful submission of transactions and documentation with continuing maintenance of investments. This role centralises around providing support to paraplanners and advisers by arranging the completion of necessary instructions, in addition to the end clients.

As our Client Services Administrator, you will typically:

Maintaining client records on both internal and external platforms
Assist in ensuring that all client files are accurate and compliant
Organising and pre-populating client documentation for account setups and transactions
Processing instructions on behalf of clients, such as creating new accounts, fund switches, withdrawal of income and contributions to client plans, death claims and leavers
Calculating performance fees and providing information for Accounts to produce client invoices
Monitoring group inboxes and responding to client enquiries
Additional administration duties where needed, which may include answering incoming calls, downloading call recordings, and scanning incoming post etc.
Adhere to the Company’s service levels according to its established procedures.

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

Ability to work with team members and completing tasks standalone
Ability to understand processes & document controls
Confident in becoming a point of contact for clients and providers in relation to queries
Proven efficient administration skills
An awareness of the FCA Handbook sufficiently to be able to comply with regulations, relying on their own knowledge or on their ability to recognize when they will need specialist support (desirable).

Benefits and Perks at AFH

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance.
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 as well as death-in-service benefit.

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] if you have any queries.

We look forward to hearing from you!

Apply Now

Refine Your Search

client services administrator jobs in taplow, bkm

Client Services Administrator

Office Administrator

Repairs Scheduler / Maintenance Administrator

Office Administrator

Contact Centre Administrator

Junior Facilities Administrator (Admin)

Sales Office Administrator

Client Services Administrator

Office Administrator

Helpdesk Administrator

Onboarding Administrator

Technical services co-ordinator / administrator

Senior Administrative Support Assistant

Senior Administrator

Customer Service Administrator

Client Services Executive

Receptionist & Office Admin - initially a 3 month contract

Client Accounts Manager

Sales Administrator

Legal Support Administrator

I want to receive the latest job alerts for client services administrator in taplow, bkm

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