Customer support & client services Work, Jobs in Barry, Vgl (with Salaries)

Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
3d
Client Relationship Team
Davisons Law —Cardiff
- Full-time
- Customer service
- Administrative experience
- Front desk
- Annual leave
- Referral programme
Quick apply
2d
Customer Service Advisor
Link Financial —Caerphilly
- £26,000 - £28,500 a year
- Full-time
- Customer service
- English
- Administrative experience
- Employee assistance programme
- Employee discount
8d
Client Services Associate/Business Partner
Mazuma GB Ltd —Bridgend
- Up to £28,000 a year
- Full-time
- Hybrid work
- CRM software
- Microsoft Office
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
Care Home Sales Administrator
Caron Group —Cardiff
- £35,000 - £38,000 a year
- Full-time
- Hybrid work
- CRM software
- Sales
- Customer service
- Referral programme
Quick apply
6h
Consumer Support Analyst
LexisNexis Risk Solutions —Cardiff
- Full-time
- Customer service
- Windows
- Communication skills
9d
Account Manager and Onboarding Specialist
BCA —Cardiff
- £30,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
1d
Customer Resolution Officer
Tetra Tech —Cardiff
- Full-time
- Customer service
- Microsoft Office
- Driving
1d
Customer Experience Consultant
Sonovate —Cardiff
- £25,000 - £27,000 a year
- Hybrid work
- Customer service
- Organisational skills
- AI
- Employee assistance programme
Quick apply
4d
Consumer Support Analyst
RELX —Cardiff
- Full-time
- Customer service
- Windows
- Communication skills
9d
Customer Service Associate - Part Time (24 Hrs)
Greystar Real Estate Partners LLC —Cardiff
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
9d
Private Rented Procurement Officer - Temporary / Fixed Term
Vale of Glamorgan Council —Barry
- £13.90 - £14.82 an hour
- Full-time
- Hybrid work
- English
9d
Mindplace Centre Manager - Cardiff
Bupa —Cardiff
- From £43,000 a year
- Full-time
- Management
- Sales
- Microsoft Office
- Gym membership
- Life insurance
Quick apply
2d
Office Assistant
MAINPORT TRAINING —Cardiff
- £13 an hour
- Part-time
- Microsoft Excel
- Customer service
- English
- Free parking
Quick apply
2d
Customer Hub Advisor
Sopra Steria —Newport
- £25,375 a year
- Hybrid work
- Organisational skills
- Annual leave
Insurance Manager
Vita —Cardiff
- £32,500 - £38,220 a year
- Full-time
- Hybrid work
- Sales
- In-person
- Leadership
- Free parking
- Health & wellbeing programme
Quick apply
1d
Lifeline and Out of Hours Operator
Rhondda Cynon Taf —Rhondda Cynon Taff
- £28,142 a year
- Full-time
- Hybrid work
- Communication skills
- Annual leave
- Employee discount
1d
Standby Operations Admin
Lenvi —Cardiff
- From £30,000 a year
- Full-time
- Hybrid work
- Customer service
- English
- Analysis skills
- Free parking
- Annual leave
Quick apply
3d
VacancyTitle: Resident Services Associate
Grainger plc —Cardiff
- Full-time
- Remote
- Annual leave
2d
Data Administrator
LexisNexis Risk Solutions —Cardiff
- Full-time
- Microsoft Office
- Employee assistance programme
- Employee discount

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Client Services Administrator

AFH Financial Group -
Cardiff

Apply Now

Job details

Full-time
3 days ago

Benefits

Company pension
Employee discount

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
GCSE

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

customer support & client services jobs in barry, vgl

Client Services Administrator

Client Relationship Team

Customer Service Advisor

Client Services Associate/Business Partner

Care Home Sales Administrator

Consumer Support Analyst

Account Manager and Onboarding Specialist

Customer Resolution Officer

Customer Experience Consultant

Consumer Support Analyst

Customer Service Associate - Part Time (24 Hrs)

Private Rented Procurement Officer - Temporary / Fixed Term

Mindplace Centre Manager - Cardiff

Office Assistant

Customer Hub Advisor

Insurance Manager

Lifeline and Out of Hours Operator

Standby Operations Admin

VacancyTitle: Resident Services Associate

Data Administrator

I want to receive the latest job alerts for customer support & client services in barry, vgl

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