client services Work, Jobs in cookham, brk (with Salaries)

Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Sales Office Administrator
ERS Recruiting Ltd —Maidenhead
- £38,000 - £42,000 a year
3d
Animal Care Assistant
Old Beams Kennels & Cattery —Maidenhead
- Up to £12.71 an hour
- Temporary
- Heavy lifting
- Customer service
- Organisational skills
- Free parking
Quick apply
7d
Client Services Administrator
AFH Wealth Management Cookham —Maidenhead
- £24,420 - £32,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Work from home
Quick apply
Branch Administrator
TBC —Slough
- £25,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Annual leave
Sales Administrator
Chiltern Recruitment —Wooburn
- £15 - £16 an hour
- Monday to Friday
- Sales
- Customer service
- Organisational skills
9d
Office Support & Receptionist - initially a 3 month contract
Right at Home - High Wycombe —Loudwater
- £12.75 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
Quick apply
1d
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
- Employee discount
Quick apply
4d
Financial Assessment Officer
Royal Borough of Windsor and Maidenhead —Maidenhead
- £30,193 - £34,104 a year
- Full-time
- Hybrid work
- Customer service
- Free parking
- Annual leave
4d
Room Attendant
Hotelcare —Marlow
- £13.50 - £14.00 an hour
- Weekend availability
- Hospitality
- Hotel
- Time management
- Flexible schedule
Quick apply
Admin Assistant
TC-Group —Taplow
- £28,000 - £30,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Visa Documentation Agent
TLScontact UK —London
- £26,436 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Customer service
Quick apply
2d
Inbound Advisor
Lifetime Legal Ltd —Wokingham
- From £28,500 a year
- Full-time
- Hybrid work
- Hospitality
- Customer service
- English
- Free parking
- Store discount
Quick apply
Exemptions Officer
Intelli-Park —Wooburn
- £25,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Office
- Administrative experience
- Organisational skills
Quick apply
1d
Administrative Assistant/Receptionist
Ellis Enterprises Ltd —Aylesbury
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- In-person
Quick apply
Falconer
NBC Environment —Beaconsfield
- £26,010 a year
Customer Service Advisor
M Group —Slough
- £26,529 a year
- Annual leave
- Employee assistance programme
3d
Retail Merchandiser
eXPD8 —Bisham
- £12.71 an hour
- Part-time
- Customer service
- Merchandising
- Communication skills
- Referral programme
2d
Account Executive
Marketbridge —Marlow
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Communication skills
Press & Events Co-ordinator
BCA Logistics —Uxbridge
- £35,000 - £40,000 a year
- Hybrid work
- Administrative experience
- Organisational skills
- IT
- Employee assistance programme
Quick apply
9d

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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 jobs in cookham, brk

Client Services Administrator

Sales Office Administrator

Animal Care Assistant

Client Services Administrator

Branch Administrator

Sales Administrator

Office Support & Receptionist - initially a 3 month contract

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

Financial Assessment Officer

Room Attendant

Admin Assistant

Visa Documentation Agent

Inbound Advisor

Exemptions Officer

Administrative Assistant/Receptionist

Falconer

Customer Service Advisor

Retail Merchandiser

Account Executive

Press & Events Co-ordinator

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

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