Client services Work, Jobs in Bisham, Brk (with Salaries)

Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Client Onboarding Executive
HealthBoxHR - LIVE —Ascot
- £45,000 - £50,000 a year
- Full-time
- Presentation skills
- Negotiation
1d
Client Services Executive
Northgate Vehicle Hire —Reading
- £28,500 a year
- Annual leave
- Employee discount
Quick apply
5d
Independent Advocate in Mental Health
Advent Advocacy —Maidenhead
- £18,517.33 a year
- Part-time
- Health & wellbeing programme
- Sick pay
Quick apply
6d
Client Services Executive
Ebury —High Wycombe
- CRM software
- Computer literacy
- Salesforce
Quick apply
5d
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
Retail Merchandiser
eXPD8 —Bisham
- £12.71 an hour
- Part-time
- Customer service
- Merchandising
- Communication skills
- Referral programme
14d
Project Administrator
ERINYES International Ltd —Aylesbury
- £16 - £22 an hour
- Temporary
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
5h
Operations Coordinator
Element Materials Technology —High Wycombe
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
Customer Care Agent
Neilson Financial Services —Windsor
- £30,000 - £45,000 a year
- Monday to Friday
- Hybrid work
- Customer service
- Communication skills
- Employee assistance programme
- Life insurance
Quick apply
Receptionist - Part Time
TEK Systems —Bracknell
- Part-time
- Customer service
- English
- Microsoft Office
5d
Customer Relations & Social Media Executive
Tremayne Distributions Ltd —Bracknell
- From £27,378 a year
- Full-time
- Social media management
- Organisational skills
- In-person
- Free parking
Quick apply
9d
Head of Events
Hurley House Hotel —Maidenhead
- £60,000 a year
- Full-time
- Hospitality
- Sales
- Microsoft Office
- Employee discount
- Referral programme
Quick apply
Receptionist
UPP Ltd —Reading
- £25,589 a year
- Full-time
- University
- Communication skills
1d
Travel Consultant
Trailfinders —Guildford
- £44,000 - £49,000 a year
- Sales
Administrative Assistant - Financial Assessment and Benefits team (part time 18.5 hours per week)
Bracknell Forest Council —Bracknell
- £13,358 - £30,269 a year
- Part-time
- Hybrid work
- IT
- In-person
- Communication skills
- Annual leave
- Work from home
17h
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
B2B Midweight Copywriter
Walker & Sloan —Marlow
- £30,000 - £40,000 a year
- Full-time
Helpdesk Administrator
Pinnacle Group —Slough
- £26,500 - £27,300 a year
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Quick apply
6d
Client Services Manager
Eurofins UK Clinical Diagnostics —Guildford
- Full-time
- Customer service
- Computer literacy
- Computer skills
- Free parking
- Annual leave
Quick apply
13d

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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 bisham, brk

Client Services Administrator

Client Onboarding Executive

Client Services Executive

Independent Advocate in Mental Health

Client Services Executive

Meetings & Events Co-ordinator

Retail Merchandiser

Project Administrator

Operations Coordinator

Customer Care Agent

Receptionist - Part Time

Customer Relations & Social Media Executive

Head of Events

Receptionist

Travel Consultant

Administrative Assistant - Financial Assessment and Benefits team (part time 18.5 hours per week)

Reservations Agent Day

B2B Midweight Copywriter

Helpdesk Administrator

Client Services Manager

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

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