Client relations specialist Work, Jobs in Dorney, Bkm (with Salaries)

Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Media Relations Consultant
CGI —London
- Full-time
- Organisational skills
- AI
- Leadership
Quick apply
Client Success Executive
PEI Group —London
- English
- Administrative experience
Employee Relations Specialist
Browne —London
- £55,000 - £60,000 a year
- Full-time
- Business
Quick apply
14d
Customer Onboarding Specialist
sunday —London
- Hybrid work
- Organisational skills
- Restaurant
- Communication skills
11d
Rolex Guest Relations Host
The Watches of Switzerland Group —Bond Street Station
- Serving
- Organisational skills
- Employee assistance programme
15h
Associate, Product Specialist (Investor Relations)
Greystar Real Estate Partners LLC —London
- Full-time
- Microsoft Word
- Microsoft Excel
- Word processing
Associate, Product Specialist, AlpInvest Investor Relations
The Carlyle Group —London
- Microsoft Powerpoint
- CRM software
- Microsoft Excel
Employee Relations Specialist
Flatpay —London
- English
- Human resources
- Leadership
Quick apply
11d
Client Services Executive
Ebury —High Wycombe
- CRM software
- Computer literacy
- Salesforce
Quick apply
7d
Court- Based Independent Domestic Violence Advisor (IDVA) One Year Contract- Maternity Leave Cover
Reducing the Risk of Domestic Abuse —Thames Valley
- £28,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Working with children
- No degree
Quick apply
Client Relationship Coordinator (Client Onboarding and Invoicing)
Withersworldwide —London
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
4d
Associate (CEO Office)
Vega —London
- Full-time
- Hybrid work
- Gym membership
Quick apply
14h
Associate, Presentations Production
Janus Henderson —London
- Hybrid work
- Microsoft Powerpoint
- Sales
- Salesforce
2d
Generalist Adviser
London Advice Centre —London
- Communication skills
- Negotiation
Senior Research Associate, Investor Engagement
PEI Group —London
- Organisational skills
- Agile
- Leadership
9d
Specialist, Client Coverage II
The Bank of New York Mellon Corporation —London
- Full-time
- Bachelor's degree
- Financial services
- AI
CRM Administrator and Trainer
PEI Group —London
- CRM software
- Microsoft Access
- Computer Science
Guest Relations - Manager
Hilton - London Bankside —London
- £34,000 a year
- Full-time
- Hotel
- Employee assistance programme
- Employee discount
4d
Investment Analyst - Hedge Fund Investor Relations
Wellington Management —London
- Full-time
- Microsoft Excel
- Analysis skills
- Bachelor's degree

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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 relations specialist jobs in dorney, bkm

Client Services Administrator

Media Relations Consultant

Client Success Executive

Employee Relations Specialist

Customer Onboarding Specialist

Rolex Guest Relations Host

Associate, Product Specialist (Investor Relations)

Associate, Product Specialist, AlpInvest Investor Relations

Employee Relations Specialist

Client Services Executive

Court- Based Independent Domestic Violence Advisor (IDVA) One Year Contract- Maternity Leave Cover

Client Relationship Coordinator (Client Onboarding and Invoicing)

Associate (CEO Office)

Associate, Presentations Production

Generalist Adviser

Senior Research Associate, Investor Engagement

Specialist, Client Coverage II

CRM Administrator and Trainer

Guest Relations - Manager

Investment Analyst - Hedge Fund Investor Relations

I want to receive the latest job alerts for client relations specialist in dorney, bkm

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