client services Work, Jobs in beaconsfield hp9 (with Salaries)

Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Sales Office Administrator
ERS Recruiting Ltd —Maidenhead
- £38,000 - £42,000 a year
3d
Reservations Agent Day
DiamondAir International Ltd —London
- £28,500 - £30,000 a year
- Full-time
- Hybrid work
- Hospitality
- Customer service
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
4d
Consignments Administrator (Full Time)
Prop Store Ltd —Chenies
- From £29,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Customer service
- Free parking
- Health & wellbeing programme
Quick apply
4d
(Trainee) Advice Session Supervisor
Citizens Advice —Three Rivers
- £6,054.05 - £7,310.36 a year
- Supervising experience
3d
Visa Documentation Agent
TLScontact UK —London
- £26,436 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Customer service
Quick apply
2d
Senior People Business Partner
M Group —Beaconsfield
- Employee assistance programme
- Employee discount
11d
Customer Service Advisor/Administrator
Green Motion Car and Van Rental —Princes Risborough
- From £21,000 a year
- Part-time
- Microsoft Word
- English
- Data entry
- Free parking
- Health & wellbeing programme
Quick apply
1d
Falconer
NBC Environment —Beaconsfield
- £26,010 a year
Executive Lifestyle Assistant
BlckBx Ltd —Bracknell
- £30,000 a year
- Full-time
- Hybrid work
- Hospitality
- Customer service
- Salesforce
- Work from home
Quick apply
Press & Events Co-ordinator
BCA Logistics —Uxbridge
- £35,000 - £40,000 a year
- Hybrid work
- Administrative experience
- Organisational skills
- IT
- Employee assistance programme
Quick apply
9d
Travel Sales Consultant
Trailfinders —Windsor
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Customer Service Advisor
Health Primary LTD —London
- £28,000 - £32,000 a year
- Full-time
- Hybrid work
- Negotiation
Quick apply
2d
Records Assistant
Abion —London
- £3,000 a month
- English
- Administrative experience
Financial Assessment Officer
Royal Borough of Windsor and Maidenhead —Maidenhead
- £30,193 - £34,104 a year
- Full-time
- Hybrid work
- Customer service
- Free parking
- Annual leave
3d
Receptionist
Citizens Advice —Dacorum District
- £19,190.13 a year
- Communication skills
8d
Customer Service Advisor
ArvatoConnect —Datchet
- £27,976 a year
- Rotating shift
- Microsoft Outlook
- Financial services
- Communication skills
- Employee assistance programme
- Employee discount
2d
Generalist Adviser (PT) Community Outreach
Citizens Advice —Dacorum District
- £16,168.40 a year
- Travel
- IT
8d
Exemptions Officer
Intelli-Park —Wooburn
- £25,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Office
- Administrative experience
- Organisational skills
Quick apply
15h
Immigration Manager
Synapri —London
- £350 - £400 a day

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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 jobs in beaconsfield hp9

Client Services Administrator

Sales Office Administrator

Reservations Agent Day

Consignments Administrator (Full Time)

(Trainee) Advice Session Supervisor

Visa Documentation Agent

Senior People Business Partner

Customer Service Advisor/Administrator

Falconer

Executive Lifestyle Assistant

Press & Events Co-ordinator

Travel Sales Consultant

Customer Service Advisor

Records Assistant

Financial Assessment Officer

Receptionist

Customer Service Advisor

Generalist Adviser (PT) Community Outreach

Exemptions Officer

Immigration Manager

I want to receive the latest job alerts for client services in beaconsfield hp9

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