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

Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Client Engagement Manager
Monotype —London
- Full-time
- Analysis skills
- Travel
- Mentoring
Application Support Specialist (SaaS/CRM) – London (Hybrid Remote) - £55,000
Ada Meher —Mayfair
- £50,000 - £55,000 a year
- Full-time
- Hybrid work
- Salesforce
- Communication skills
- Flexible schedule
Quick apply
Travel Sales Consultant
Trailfinders —Windsor
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Out of Hours Regional Team Manager
Lanes Group —Slough
- Weekend availability
- Microsoft Office
- Team management
- Phone etiquette
Quick apply
4d
Associate, Client Services (2027 Start)
Third Bridge —London
- £40,000 - £68,000 a year
- Sales
- Computer networking
- Leadership
Travel Consultant
Trailfinders —Guildford
- £44,000 - £49,000 a year
- Sales
Data Entry Clerk
Slater and Gordon Lawyers —London
- £26,420.00 - £43,398.88 a year
- Temporary
- Hybrid work
- Microsoft Excel
- In-person
Quick apply
1d
Sr Customer Engagement Specialist REMOTE from Anywhere in the United Kingdom or European Union
AYTM —London
- £50,000 - £60,000 a year
- Full-time
- Remote
- Microsoft Excel
- Customer service
- Microsoft Office
Quick apply
IT Service Analyst (m/f/d)
BaseBeyond GmbH —Slough
- Customer service
- English
- Windows
Quick apply
Customer Relationship Manager
Youngman Lovell Ltd —London
- £24,420.00 - £48,510.43 a year
- Part-time
- Hybrid work
- Customer service
- Salesforce
- Analysis skills
Quick apply
1d
Transport Operations Assistant
Freight Movement Sameday LTD —Sunbury
- £32,000 a year
- Full-time
- Analysis skills
- Free parking
- Work from home
Quick apply
1d
Business Support Administrator
Churchill Group —London
- £33,000 - £35,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee discount
- Sick pay
Quick apply
5d
Welfare Advice Officer
Pinnacle Group —London
- £36,000 - £40,000 a year
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Associate, Client Services - Nordic Languages Speaker (2027 Start)
Third Bridge —London
- £40,000 - £68,000 a year
- Sales
- Computer networking
- Leadership
Anti-Money Laundering (AML) Monitoring & Screening Control Lead
Deutsche Bank —London
- Full-time
- Hybrid work
- Oracle
- Financial services
- Banking
- Employee discount
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
7d
Application Support Specialist
Royal London —London
Client Services Coordinator
Sayer Vincent —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Client Service Delivery specialist - Group Risk & Healthcare
Aon Corporation —Farnborough
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Presentation skills
- 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 burnham, brk

Client Services Administrator

Client Engagement Manager

Application Support Specialist (SaaS/CRM) – London (Hybrid Remote) - £55,000

Travel Sales Consultant

Out of Hours Regional Team Manager

Associate, Client Services (2027 Start)

Travel Consultant

Data Entry Clerk

Sr Customer Engagement Specialist REMOTE from Anywhere in the United Kingdom or European Union

IT Service Analyst (m/f/d)

Customer Relationship Manager

Transport Operations Assistant

Business Support Administrator

Welfare Advice Officer

Associate, Client Services - Nordic Languages Speaker (2027 Start)

Anti-Money Laundering (AML) Monitoring & Screening Control Lead

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

Application Support Specialist

Client Services Coordinator

Client Service Delivery specialist - Group Risk & Healthcare

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

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