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

Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Client Services Executive
Northgate Vehicle Hire —Reading
- £28,500 a year
- Annual leave
- Employee discount
Quick apply
7d
Travel Consultant
Trailfinders —Guildford
- £44,000 - £49,000 a year
- Sales
B2B Midweight Copywriter
Walker & Sloan —Marlow
- £30,000 - £40,000 a year
- Full-time
Client Services Executive
Ebury —High Wycombe
- CRM software
- Computer literacy
- Salesforce
Quick apply
7d
Remote Pilot Specialist
Skyports Limited —Aylesbury
- £35,000 - £45,000 a year
- Full-time
- Hybrid work
- Up to 50% travel
- Travel
Quick apply
Customer Support Specialist / Planning Co-ordinator
Talboys Utility Services (Oxford), (TUSO) —Oxford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Office
- Analysis skills
- IT
- Store discount
- Employee discount
Quick apply
4d
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
Travel Sales Consultant
Trailfinders —Windsor
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Receptionist - Part Time
TEK Systems —Bracknell
- Part-time
- Customer service
- English
- Microsoft Office
7d
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
Vehicle Damage Assessor (VDA) Trainee
Motofix Accident Repair Centres —Oxford
- Up to £33,500 a year
- Sales
- Customer service
- IT
- Annual leave
- Life insurance
Quick apply
8d
People Operations Specialist
Pegasystems —Reading
- Microsoft Excel
- Customer service
- Microsoft Office
3d
Sales and Design Consultant
WindowWorx —Reading
- £55,000 - £75,000 a year
- Full-time
- Sales
- Customer service
- Driving
- Free parking
Quick apply
10d
Service Desk Analyst
Castle Trust Bank —Basingstoke
- Full-time
- Hybrid work
- Azure
- AWS
- Scripting
- Employee assistance programme
- Employee discount
Quick apply
Macmillan Welfare Benefits Adviser
Citizens Advice —Oxford
- £28,140 - £28,840 a year
- Hybrid work
4d
Protection Adviser
LetsGoCover —Farnborough
- £35,000 a year
- Full-time
- Sales
- In-person
- Communication skills
- Health & wellbeing programme
- Gym membership
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
Client Service Delivery specialist - Group Risk & Healthcare
Aon Corporation —Farnborough
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Presentation skills
- Work from home
Helpdesk Specialist
Masters Of Mindset Ltd. —Uxbridge
- £35,000 - £38,000 a year
- Weekend availability
- Hybrid work
- Customer service
- Windows
- IT
- Referral programme
Quick apply
3d

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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 bisham, brk

Client Services Administrator

Client Services Executive

Travel Consultant

B2B Midweight Copywriter

Client Services Executive

Remote Pilot Specialist

Customer Support Specialist / Planning Co-ordinator

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

Travel Sales Consultant

Receptionist - Part Time

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

Vehicle Damage Assessor (VDA) Trainee

People Operations Specialist

Sales and Design Consultant

Service Desk Analyst

Macmillan Welfare Benefits Adviser

Protection Adviser

Protection Consultant / Non-Advised / New Business

Client Service Delivery specialist - Group Risk & Healthcare

Helpdesk Specialist

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

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