client services Work, Jobs in binfield, brk (with Salaries)

Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Inbound Advisor
Lifetime Legal Ltd —Wokingham
- From £28,500 a year
- Full-time
- Hybrid work
- Hospitality
- Customer service
- English
- Free parking
- Store discount
Quick apply
Porterhouse Pathfinders Graduate Internship Programme – Medical Communications – UK based –
Porterhouse Medical Group —Reading
- £4,275.60 - £4,376.40 a month
- Internship
Meetings & Events Co-ordinator
Coppid Beech Hotel —Bracknell
- £27,300 a year
- Weekend availability
- Hospitality
- Hotel
- Organisational skills
- Free parking
- Employee assistance programme
Quick apply
10d
Enhanced Due Diligence Advisor
Lifetime Legal Ltd —Wokingham
- From £28,500 a year
- Full-time
- Accounting
- In-person
- Communication skills
- Free parking
- Store discount
Quick apply
Client Services Administrator
Everywhen, part of the Ardonagh Group —Wokingham
- £25,000 a year
- Microsoft Excel
- Customer service
- Organisational skills
7d
Animal Care Assistant
Old Beams Kennels & Cattery —Maidenhead
- Up to £12.71 an hour
- Temporary
- Heavy lifting
- Customer service
- Organisational skills
- Free parking
Quick apply
8d
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
Retail Assistant
Chartwells —Wokingham
- £12.71 an hour
Drone Light Show Support Crew (Casual Ad-hoc Basis)
Star Symphony Drone Shows —Bracknell
- £13.50 - £20.00 an hour
- Weekend availability
- Analysis skills
- In-person
- Communication skills
Quick apply
5d
Sales Office Administrator
ERS Recruiting Ltd —Maidenhead
- £38,000 - £42,000 a year
5d
Employment Coach - Support Employment Service
Optalis —Wokingham
- £17,598.27 a year
- Part-time
- Communication skills
2d
Catering Assistant
Chartwells —Wokingham
- £12.71 an hour
Casual Leisure Assistant – Dinton Activity Centre
Wokingham Borough Council —Wokingham
- £12.85 an hour
- Weekend availability
- Travel
- Flexible schedule
Part Time Inventory Clerk Required
Go2Inventories —West London
- £100 - £250 a day
- Part-time
- Customer service
- Administrative experience
- Data entry
Quick apply
22h
Travel Sales Consultant
Trailfinders —Reading
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Sudio & Client Relationship Manager
Petra Jewellery —Basingstoke
- £30,000 - £35,000 a year
- Full-time
- Project management
- In-person
- Leadership
- Free parking
Quick apply
13d
Brand Ambassador
REL Field Marketing —Bracknell
- £14.34 an hour
- 10 hour shift
- Hospitality
- Sales
- IT
6d
Guest Services Ambassador
Portico Corporate Reception Management —Bracknell
- £27,976 a year
- Full-time
- Customer service
- Communication skills
- Annual leave
- Life insurance
Quick apply
Meetings & Events Senior Coordinator
Coppid Beech Hotel —Bracknell
- £29,500 a year
- Weekend availability
- Hospitality
- Management
- Sales
- Free parking
- Employee assistance programme
Quick apply
10d

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client services jobs near binfield, brk

Client Services Administrator

AFH Financial Group -
Cookham

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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 binfield, brk

Client Services Administrator

Inbound Advisor

Porterhouse Pathfinders Graduate Internship Programme – Medical Communications – UK based –

Meetings & Events Co-ordinator

Enhanced Due Diligence Advisor

Client Services Administrator

Animal Care Assistant

Client Services Administrator

Retail Assistant

Drone Light Show Support Crew (Casual Ad-hoc Basis)

Sales Office Administrator

Employment Coach - Support Employment Service

Catering Assistant

Casual Leisure Assistant – Dinton Activity Centre

Part Time Inventory Clerk Required

Travel Sales Consultant

Sudio & Client Relationship Manager

Brand Ambassador

Guest Services Ambassador

Meetings & Events Senior Coordinator

I want to receive the latest job alerts for client services in binfield, brk

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