Client services manager Work, Jobs in Caerphilly (with Salaries)

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Customer Success Manager (Marketing/SEO)
Time To Scale —Magor
- £32,000 a year
- Full-time
- Hybrid work
- Salesforce
- Travel
- Annual leave
Quick apply
13d
Customer Success Manager
LEAP Legal Software —Cardiff
- £40,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
Quick apply
Admin Assistant Fire Door Division
Ceaton Security Services —Cardiff
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
Quick apply
13d
Senior Capture Manager
AIRBUS Defence and Space Limited —Newport
- Full-time
- Hybrid work
- Sales
- Travel
- Free parking
- Employee assistance programme
Regional Branch Manager
M Barnwell Services —Clevedon
- £35,000 - £45,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Quick apply
Business Development Manager
ghd hair —Cardiff
- Full-time
- Microsoft Powerpoint
- CRM software
- Microsoft Excel
- Employee discount
Quick apply
PMO Officer (Full-time, fixed-term, maternity cover)
iCoTech Services —Cardiff
- £25,000 - £40,000 a year
- Full-time
- Hybrid work
- SharePoint
- Annual leave
Quick apply
7d
Junior Enterprise Partner Manager
Credas a company of SmartSearch —Cardiff
- Full-time
- Hybrid work
- CRM software
- Sales
- Business development
- Employee assistance programme
Quick apply
Office Services Operator
Williams Lea —Newport
- £26,227.50 a year
- Full-time
- Customer service
- Front desk
- IT
- Referral programme
8d
Customer Service Coordinator
Cross Accounting Service —Cardiff
- £27,500 a year
- Full-time
- Customer service
- QuickBooks
- In-person
- Free parking
Quick apply
7d
SME Account Executive
Thomas Carroll —Caerphilly
- Full-time
- Hybrid work
Quick apply
Customer Success Manager
SINGU —Cardiff
- Up to £65,000 a year
- Full-time
- In-person
Quick apply
2h
Senior Business Development Executive D&M
PCI Pharma Services —Tredegar
- Weekend availability
- Up to 50% travel
- Customer service
- Salesforce
6d
Senior Lettings Negotiator
LRG —Cardiff
- £30,000 - £32,000 a year
- Sales
- Customer service
- Negotiation
- Employee assistance programme
- Employee discount
Quick apply
Administrator
The Watches of Switzerland Group —Cardiff
- Part-time
- Hospitality
- Administrative experience
- Organisational skills
- Employee assistance programme
Pharmacy Business Manager
IQVIA —Cardiff
- Full-time
- Microsoft Powerpoint
- Sales
- Communication skills
- Annual leave
- Employee discount
Sales Manager
MAJESTIC HOTEL —Cardiff
- £28,000 - £30,000 a year
- Full-time
- Management
- Sales
- Customer service
Quick apply
9d
Territory Business Manager
IQVIA —Newport
- Full-time
- Sales
- Analysis skills
- Bachelor's degree
- Annual leave
MultiSkilled Host
CBRE —Cardiff
- Part-time
- Customer service
- Continuous improvement
- Communication skills
- Employee discount
14d

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client services manager jobs near caerphilly

Client Services Manager

AFH Financial Group -
Cardiff

Apply Now

Job details

Full-time

Benefits

Company pension
Employee discount

Qualifications

Management
Supervising experience
Mentoring
Organisational skills
Financial services
Time management

Full job description

Client Services Manager

An opportunity to join AFH Wealth Management, 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 and support our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits. This position is based from our Cardiff office.

The purpose of this role is to oversee, and line manage a team of supervisors to ensure the delivery of high-quality support services to our Financial Advisers. Act as an escalation point for questions and queries across the team.

As our Client Services Manager, you will typically:

Be responsible for the overall management of the Client Services Team, ensuring a standardised approach is followed for all processes
Work closely with all Supervisors to achieve departmental goals
Hold regular 1:1’s with Financial Advisers to ensure the support they have meets their expectations
Ensure all administrative tasks, including client onboarding, policy administration and document management, are completed accurately and on time
Drive continuous process improvements highlight any process change recommendations to the relevant stakeholders for review
Track KPIs for the team and provide reports to senior management on team performance
Ensure compliance with FCA regulations and internal policies, addressing any risks or breaches.

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

Proven experience in a managerial position in financial services administration, preferably within an IFA firm
Ability to form positive relationships in a high-pressure environment
Proven management experience within a fast-paced industry
An understanding of FCA regulations and compliance requirements
Experience in supervising or mentoring a team, upskilling where necessary
Excellent organisational and time management skills
Strong interpersonal skills using clear and concise language in both written and verbal correspondence.

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/ or if you have any queries, email the People Resourcing team via [email protected]. We look forward to hearing from you!

Apply Now

Refine Your Search

client services manager jobs in caerphilly

Client Services Manager

Customer Success Manager (Marketing/SEO)

Customer Success Manager

Admin Assistant Fire Door Division

Senior Capture Manager

Regional Branch Manager

Business Development Manager

PMO Officer (Full-time, fixed-term, maternity cover)

Junior Enterprise Partner Manager

Office Services Operator

Customer Service Coordinator

SME Account Executive

Customer Success Manager

Senior Business Development Executive D&M

Senior Lettings Negotiator

Administrator

Pharmacy Business Manager

Sales Manager

Territory Business Manager

MultiSkilled Host

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