Senior client services manager Work, Jobs in Cardiff, Wls (with Salaries)

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Client Onboarding & New Business Team Leader
Howells Legal Limited —Cardiff
- Full-time
- Management
- English
- Analysis skills
- Annual leave
- Referral programme
Quick apply
11d
Deputy Head of Venues - Food & Beverage
Cardiff Students Union —Cardiff
- £42,939 a year
- Full-time
- Hospitality
- Supervising experience
- Team management
- Employee discount
- Life insurance
Quick apply
6d
General Manager
Acumen Logistics —Avonmouth
- £60,000 - £65,000 a year
- Full-time
- Management
- Business development
- Driving
- Free parking
Quick apply
Senior Project Manager
M Group —Newport
- PMP
- Project management
- Contracts
- Annual leave
- Employee assistance programme
Senior Relationship Manager, Growth, Commercial Mid-Market
National Westminster Bank PLC —Cardiff
- £50,480 - £75,720 a year
- Full-time
- Hybrid work
- Banking
- Annual leave
11d
Motor Finance Account Manager (Dealers - Birmingham and South West)
Tandem Bank —Cardiff
- £47,500 - £55,000 a year
- Monday to Friday
- Remote
- Organisational skills
- Time management
- Annual leave
- Employee discount
Quick apply
Senior Contract Manager
HFL Building Solutions Group —Cardiff
- Full-time
- Maintenance
- Microsoft Office
- Analysis skills
- Free parking
- Referral programme
Quick apply
2d
Pathology Governance Manager
Aneurin Bevan University Health Board —Newport
- £58,379 - £65,723 a year
- Full-time
- English
- Analysis skills
- Presentation skills
- Paid training
5d
Business Development Manager (Octane)
Aldermore Bank PLC —Cardiff
- Full-time
- Business development
- Presentation skills
- Financial services
5d
Rail Assurance Manager
Ground Control —Aberdare
- Full-time
- Remote
- Driving
- IT
- Communication skills
- Annual leave
- Life insurance
Quick apply
PR Manager
Hugh James —Cardiff
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Employee assistance programme
- Employee discount
10d
Senior Account Manager
Walker & Sloan —Cardiff
- £30,000 - £40,000 a year
- Full-time
Audit Assistant Manager
Azets —Cardiff
- Full-time
- Accounting
- IT
Quick apply
Housing & Homelessness Strategic Coordinator-Homelessness & Allocations Bill
Newport City Council —Newport
- £46,142 - £49,282 a year
- Full-time
- Annual leave
9d
Commercial Manager
M Group —Monmouthshire
- Management
- Driving
- Travel
- Annual leave
- Employee assistance programme
Facilities Manager
CBRE —Cardiff
- Full-time
- Management
- Customer service
- Travel
Senior Account Manager
Bakelite —Barry
- Full-time
- Sales
- Travel
- Negotiation
Quick apply
General Manager
CWRT BLEDDYN HOTEL & SPA —Usk
- £55,000 - £60,000 a year
- Full-time
- Hospitality
- Management
- Customer service
Quick apply
11d
Senior Planner
M Group —Caldicot
- Hybrid work
- Travel
- Contracts
- IT
- Annual leave
- Employee assistance programme

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senior client services manager jobs near cardiff, wls

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

senior client services manager jobs in cardiff, wls

Client Services Manager

Client Onboarding & New Business Team Leader

Deputy Head of Venues - Food & Beverage

General Manager

Senior Project Manager

Senior Relationship Manager, Growth, Commercial Mid-Market

Motor Finance Account Manager (Dealers - Birmingham and South West)

Senior Contract Manager

Pathology Governance Manager

Business Development Manager (Octane)

Rail Assurance Manager

PR Manager

Senior Account Manager

Audit Assistant Manager

Housing & Homelessness Strategic Coordinator-Homelessness & Allocations Bill

Commercial Manager

Facilities Manager

Senior Account Manager

General Manager

Senior Planner

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