Customer services executive Work, Jobs in Bristol, Eng (with Salaries)

Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Customer Experience & Operations Executive
Boyce Group —Newport
- Up to £28,000 a year
- Part-time
- Microsoft Word
- Hospitality
- Microsoft Outlook
Quick apply
6d
HR Administrator
Reynolds Porter Chamberlain —Bristol
- Full-time
- Microsoft Excel
- Human resources
- Data entry
Customer Service Executive (Part-time)
International Workplace Group plc —Bristol
- £25,500 - £28,000 a year
- Part-time
- In-person
- Communication skills
11d
Customer Service Executive
Ayvens —Bristol
- £27,030 a year
- Full-time
- Customer service
- Organisational skills
- Communication skills
- Free parking
- Annual leave
Account Manager
SOUTHERN COMMUNICATIONS LIMITED —Bristol
- £32,500 a year
- Full-time
- Driving
- In-person
- Free parking
- Employee assistance programme
Quick apply
Retail Sales Advisor - Cribbs Causway
Oak Furnitureland —Cribbs Causeway
- £48,300 - £53,950 a year
- Full-time
- Sales
- Retail sales
- Free parking
- Employee assistance programme
Customer Service Executive
V12 Retail Finance —Cardiff
- £25,000 a year
- Hybrid work
- In-person
- Free parking
- Annual leave
Commercial Account Handler
Howden Group Holdings —Bath
- Full-time
- Hybrid work
- Employee discount
Head of Operations
ASDAN —Bristol
- £47,500 - £54,750 a year
- Full-time
- Hybrid work
- Management
- Supervising experience
- In-person
- Sick pay
Quick apply
5d
E-Commerce Performance Executive
The Fine Cheese Co Ltd —Chippenham
- £28,000 - £35,000 a year
- Full-time
- Customer service
- Merchandising
- English
- Free parking
Quick apply
2d
Complaints and Governance Officer
Brunelcare —Bristol
- £31,406.53 - £38,870.37 a year
- Full-time
- Customer service
- Analysis skills
- Organisational skills
- Annual leave
- Employee assistance programme
9d
Internal Business Development Executive
Olra Recruitment Solutions —Almondsbury
- £29,000 - £31,000 a year
- Full-time
- Microsoft Powerpoint
- Sales
- Customer service
- Free parking
Quick apply
3d
Fraud Officer - Eston
Department for Work and Pensions —Street
- £32,137 a year
- Overtime
- Hybrid work
- Presentation skills
- Travel
- Leadership
- Annual leave
- Employee assistance programme
11d
Customer Service Operative (Temporary)
Ashton Gate Stadium —Bristol
- £26,364 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- English
- Store discount
- Employee discount
Quick apply
Corporate Receptionist
NAB-Jones Lang LaSalle Services —Bristol
- Full-time
- Microsoft Outlook
- Computer literacy
- Microsoft Office
Quick apply
Product Specialist
Waylands Automotive —Bristol
- £29,741.40 a year
- Full-time
- Bilingual
- In-person
- Health & wellbeing programme
- Employee discount
Quick apply
Transaction Manager
Marshall Motor Group —Bristol
- £30,000 a year
- Weekend availability
- Annual leave
- Employee discount
Quick apply
Personal Assistant
VAPOR CLEAN —Weston-super-Mare
- £17,500 a year
- Part-time
- Microsoft Office
- Administrative experience
- QuickBooks
- Free parking
- Employee discount
Quick apply
9d
Business Development Executive
SOUTHERN COMMUNICATIONS LIMITED —Bristol
- £30,000 - £35,000 a year
- Full-time
- Sales
- Customer service
- Computer literacy
- Free parking
- Employee assistance programme
Quick apply

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customer services executive jobs near bristol, eng

Client Services Executive

AFH Financial Group -
Cardiff

Apply Now

Job details

Full-time

Benefits

Company pension
Referral programme

Qualifications

Microsoft Word
Pension
Microsoft Excel
Microsoft Outlook
GCSE
Microsoft Office
Financial services

Full job description

Client Services Executive - Wealth Management

A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms.

We are looking for those of you who wish to grow with us as a business in our Cardiff office with hybrid working opportunities. You will join us on a full-time, permanent basis and in return, you will receive a competitive salary plus a range of benefits.

This role is a core function within the business, as you will provide exceptional administrative and technical support to both our Financial Advisers and our clients. You will be responsible for ensuring delivery of good outcomes and ensuring our clients are put first in all that we do.

Key Responsibilities as our Client Services Executive will include:

Client Liaison & Servicing – Act as the first point of contact for client queries. Provide excellent customer service to maintain strong relationships with adviser, client and support staff across all areas of the business
Relationship Management – Work with advisers to ensure all clients requests are dealt with from start to finish in a timely manner, ensuring clear and concise communication though-out. Hold regular 1:1 meeting with advisers to set clear workflow priorities. Manage client expectations accordingly and keep them fully informed
Provider & Third-Party Communication – Liaise with providers and investment platforms to ensure that client requests are followed up and escalated when necessary
Administration Support - To provide technical and administrative support to allocated IFAs including pre-population of forms, money laundering, fact finds and management of incoming post. preparation of client review packs, research, illustrations, liaison with the paraplanning team as needed, preparation of new business packs and submission of new business cases for processing, coordination / oversight of payment requests
Maintenance of Client Records - ensuring all client data is accurate and kept up to date
Continuous Process Improvements – Constantly look for ways to improve internal processes to support good client outcomes, highlighting any recommendations to the relevant stakeholders for review
Policies and Procedures – Ensure that all internal policies are adhered to, and actions are in line with FCA guidelines.

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

Experience is required within a Financial Services IFA support role, with sound knowledge of a variety of modern platforms
Working knowledge of a variety of financial products, including pensions, investments, and protection.
Experienced using all Microsoft applications, including Word, Excel, Teams and Outlook.
Able to use own initiative and takes ownership of any task through to completion, displaying a flexible and positive attitude.
A focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism
GCSE level A-C/5-9 in English and Maths

Benefits of working for AFH Wealth Management:

Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probation
Contributory pension scheme, and death-in-service benefit
Competitive salary and annual discretionary bonus, following one year’s service
Health benefit scheme – including digital gym subscriptions, dental and optional treatments and alternative therapies
Flexible working options and competitive holiday allowance, with annual buy and sell scheme options
Enhanced maternity, adoptive and paternity pay
Loyalty bonus and additional holiday days, based on length of service
Employee referral bonus scheme
Social events

With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms.

If you or anyone that you know are interested in becoming a part of our growing community as our Client Services Executive get in touch and click ‘APPLY’ today or email us via [email protected]. We look forward to hearing from you!

Apply Now

Refine Your Search

customer services executive jobs in bristol, eng

Client Services Executive

Customer Experience & Operations Executive

HR Administrator

Customer Service Executive (Part-time)

Customer Service Executive

Account Manager

Retail Sales Advisor - Cribbs Causway

Customer Service Executive

Commercial Account Handler

Head of Operations

E-Commerce Performance Executive

Complaints and Governance Officer

Internal Business Development Executive

Fraud Officer - Eston

Customer Service Operative (Temporary)

Corporate Receptionist

Product Specialist

Transaction Manager

Personal Assistant

Business Development Executive

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