Customer support & client services managers Work, Jobs in Birchgrove, Crf (with Salaries)

Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
10d
Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Customer Service Team Leader
Stellantis Financial Services —Cardiff
- £32,000 - £36,000 a year
- Full-time
- Hybrid work
- Management
- Communication skills
- Free parking
- Store discount
Quick apply
Customer Team Leader
Welsh Water —Cardiff
- £35,833 - £39,163 a year
- Hybrid work
- Human resources
- Mentoring
- Free parking
- Annual leave
1d
Senior Operations Manager - Customer Service
Capital on Tap —Cardiff
- £500 - £750 a week
- Customer service
- Analysis skills
- Financial services
Onboarding Team Supervisor
Redkite Solicitors —Cardiff
- Full-time
- Supervising experience
- Travel
- Organisational skills
- Annual leave
Guest Services Manager
Mitie —Cardiff
- £17.23 an hour
- Full-time
- Microsoft Outlook
- Administrative experience
- Human resources
3d
Customer Experience Team Leader
Sopra Steria —Newport
- £26,972 - £29,000 a year
- Weekend availability
- Hybrid work
- Organisational skills
- IT
- Annual leave
10d
Senior Member Support Manager
Yonder —Cardiff
- £64,210 - £78,055 a year
- Hybrid work
- IT
- Annual leave
Leisure Member Relations Manager
Village Hotels - Cardiff - Leisure —Cardiff
- Full-time
- Employee assistance programme
- Gym membership
Quick apply
1d
Shift Manager
Veezu —Cardiff
- Full-time
- Google Suite
- Management
- Customer service
8d
Arweinydd Tîm – Llinell Bywyd (Lifeline) / Team Leader - Lifeline
Merthyr Tydfil County Borough Council —Merthyr Tydfil
- £34,434 - £36,363 a year
- Full-time
10d
Supervisor - Cardiff - Legal Aid Agency
Ministry of Justice —Cardiff
- £20,001 - £40,000 a year
- Part-time
- Hybrid work
- Management
- Microsoft Office
- Analysis skills
- Annual leave
- Employee discount
13d
Team Manager
Castelan —North Somerset
- £28,789 - £35,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Supervising experience
- Free parking
- Employee assistance programme
Quick apply
Facilities Helpdesk Manager
CBRE —Newport
- Full-time
- Time management

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Client Services Supervisor

AFH Financial Group -
Cardiff

Apply Now

Job details

Full-time
10 days ago

Benefits

Company pension
Employee discount

Qualifications

Microsoft Outlook
Organisational skills
Financial services
Communication skills
Time management

Full job description

Client Services Supervisor

Location: Cardiff Office

Working model: Hybrid Working Model

Contract type: Permanent

Hours: Full-time

Salary: Negotiable DOE

This is a an unique opportunity to join our team at AFH Wealth Management.

AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long‑term financial solutions to individuals, families and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values and client-centric approach.

We are looking for those of you who wish to be part of an established business and are keen to work in line with our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.

As our Client Services Supervisor, you will typically:

Lead, support, and motivate a team of Client Service Executives and Client Service Administrators
Oversee allocation of workloads and manage team capacity to ensure efficient service delivery of all administrative and technical support request from our Financial Advisers
Conduct regular team meetings to discuss process change recommendation, issues, and best practices
Ensure all administrative tasks, including client onboarding, policy administration, New Business submission and document management, are completed accurately and on time
Monitor compliance with FCA regulations and internal policies, addressing any risks or breaches
Act as a point of escalation for complex queries from administrators, clients, and financial advisers
Promote and encourage a positive work environment amongst team members and advisers, ensuring co-operation, efficiency and outstanding service is always delivered.

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

Ability to guide and develop a team effectively by mentoring and upskilling where necessary
Ability to build strong working relationships within a fast-paced environment
Experience in financial services administration, preferably within an IFA firm
An understanding of FCA regulations and compliance requirements
Excellent organisational and time management skills
Strong interpersonal skills with ability to use clear and concise language in both verbal and written communication
Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams and Xplan, Provider Platforms etc)

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 and 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.

To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/.

If you have any questions about this vacancy please contact the People Resourcing Team on [email protected].

We look forward to hearing from you!

Apply Now

Refine Your Search

customer support & client services managers jobs in birchgrove, crf

Client Services Supervisor

Client Services Manager

Customer Service Team Leader

Customer Team Leader

Senior Operations Manager - Customer Service

Onboarding Team Supervisor

Guest Services Manager

Customer Experience Team Leader

Senior Member Support Manager

Leisure Member Relations Manager

Shift Manager

Arweinydd Tîm – Llinell Bywyd (Lifeline) / Team Leader - Lifeline

Supervisor - Cardiff - Legal Aid Agency

Team Manager

Facilities Helpdesk Manager

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