Client services specialist Work, Jobs in Binfield, Brk (with Salaries)

Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Travel Sales Consultant
Trailfinders —Reading
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Travel Consultant
Trailfinders —Guildford
- £44,000 - £49,000 a year
- Sales
Client Service Delivery specialist - Group Risk & Healthcare
Aon Corporation —Farnborough
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Presentation skills
- Work from home
Court- Based Independent Domestic Violence Advisor (IDVA) One Year Contract- Maternity Leave Cover
Reducing the Risk of Domestic Abuse —Thames Valley
- £28,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Working with children
- No degree
Quick apply
Employment Specialist – Connect to Work , Berkshire
Palladium Group, Inc. —Bracknell
- £27,976 - £29,000 a year
- Weekend availability
- Customer service
- Bachelor's degree
- Organisational skills
7d
Contract Administrator
BJF Group —Sandhurst
- Full-time
- Microsoft Word
- Microsoft Excel
- IT
- Annual leave
- Employee assistance programme
Quick apply
Onboarding Associate - UK
TEK Systems —Bracknell
- Full-time
- Oracle
- Communication skills
1d
Service Delivery Coordinator
SOUTHERN COMMUNICATIONS LIMITED —Basingstoke
- £30,000 - £32,000 a year
- Full-time
- Customer service
- Salesforce
- Driving
- Free parking
- Employee assistance programme
Quick apply
Protection Consultant / Non-Advised / New Business
LetsGoCover —Farnborough
- £26,000 - £30,000 a year
- Full-time
- Sales
- In-person
- Communication skills
- Health & wellbeing programme
- Gym membership
Quick apply
7d
Project Coordinator
SOUTHERN COMMUNICATIONS LIMITED —Basingstoke
- £30,000 - £32,000 a year
- Full-time
- Customer service
- Driving
- Organisational skills
- Free parking
- Employee assistance programme
Quick apply
Retention Team Leader
LetsGoCover —Farnborough
- £30,000 - £35,000 a year
- Full-time
- Management
- Sales
- English
- Health & wellbeing programme
- Gym membership
Quick apply
7d
Office Administrator
Disaster Care Capital Ltd —West London
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
Quick apply
Servicing & Multi Drop Delivery (Van Driver) - 4 days per week F/T role
Our Honest Foods —High Wycombe
- £28,000 - £30,000 a year
- Full-time
- Customer service
- Driving
- Organisational skills
- Annual leave
- Employee discount
Quick apply
8d
Project Manager
Gallifordtry —Rickmansworth
- Full-time
- Engineering
- Microsoft Office
- Bachelor's degree
- Employee assistance programme
- Employee discount
Luxury Travel Specialist
Albertine —London
- Up to £40,000 a year
- Weekend availability
- Sales
- Microsoft Office
- In-person
- Work from home
Quick apply
Client Solutions Specialist
accesso —Twyford
- 8 hour shift
- Remote
- Management
- SQL
- AWS
- Annual leave
- Flexible schedule
Quick apply
2d
Protection Adviser
LetsGoCover —Farnborough
- £35,000 a year
- Full-time
- Sales
- In-person
- Communication skills
- Health & wellbeing programme
- Gym membership
Quick apply
7d
PASSENGER ASSISTANTS / SCHOOL ESCORTS WANTED
Zedcarz —Kingston upon Thames
- Temporary
- Care plans
- Communication skills
- School
Quick apply
12d
Assistant Project Manager (PMO)
WSP —Reading
- Part-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Contracts
- Flexitime
- Work from home

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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 specialist jobs in binfield, brk

Client Services Administrator

Travel Sales Consultant

Travel Consultant

Client Service Delivery specialist - Group Risk & Healthcare

Court- Based Independent Domestic Violence Advisor (IDVA) One Year Contract- Maternity Leave Cover

Employment Specialist – Connect to Work , Berkshire

Contract Administrator

Onboarding Associate - UK

Service Delivery Coordinator

Protection Consultant / Non-Advised / New Business

Project Coordinator

Retention Team Leader

Office Administrator

Servicing & Multi Drop Delivery (Van Driver) - 4 days per week F/T role

Project Manager

Luxury Travel Specialist

Client Solutions Specialist

Protection Adviser

PASSENGER ASSISTANTS / SCHOOL ESCORTS WANTED

Assistant Project Manager (PMO)

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

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