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

Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Client Engagement Manager
Monotype —London
- Full-time
- Analysis skills
- Travel
- Mentoring
Client Services Executive
Northgate Vehicle Hire —Reading
- £28,500 a year
- Annual leave
- Employee discount
Quick apply
7d
Travel Sales Consultant
Trailfinders —Windsor
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Client Concierge
Berganza Limited —London
- £25,000 - £35,000 a year
- Full-time
- English
- Administrative experience
- Organisational skills
- Employee discount
Quick apply
15h
Travel Consultant
Trailfinders —Guildford
- £44,000 - £49,000 a year
- Sales
Specialist, Client Services - Markets
The Bank of New York Mellon Corporation —London
- Full-time
- Analysis skills
- Bachelor's degree
- AI
- Annual leave
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
11d
Transport Operations Assistant
Freight Movement Sameday LTD —Sunbury
- £32,000 a year
- Full-time
- Analysis skills
- Free parking
- Work from home
Quick apply
4d
Client Service Specialist
IQVIA —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Office
Travel Intelligence Specialist - Abroad
Marchay —London
- Full-time
- Remote
- English
- Bachelor's degree
- Negotiation
- Annual leave
Quick apply
Client Success Onboarding Manager
Anaqua —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Project management
Quick apply
Welfare Advice Officer
Pinnacle Group —London
- £36,000 - £40,000 a year
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Client Support Specialist
Intercontinental Exchange Holdings, Inc. —London
- Full-time
- Salesforce
- English
- Microsoft Office
Receptionist - Part Time
TEK Systems —Bracknell
- Part-time
- Customer service
- English
- Microsoft Office
7d
Client Success Executive
PEI Group —London
- English
- Administrative experience
Client Services Coordinator
Sayer Vincent —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Family Office Lead
R1CH.uk —Knightsbridge and Belgravia
- £85,000 - £135,000 a year
- Full-time
- Hybrid work
- Administrative experience
- Travel
- QuickBooks
- Free parking
- Work from home
Quick apply
4d
Helpdesk Specialist
Masters Of Mindset Ltd. —Uxbridge
- £35,000 - £38,000 a year
- Weekend availability
- Hybrid work
- Customer service
- Windows
- IT
- Referral programme
Quick apply
3d
Analyst, Knowledge Management Specialist
Janus Henderson —London
- Hybrid work
- Microsoft Office
- Analysis skills
- Project management

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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 dorney, bkm

Client Services Administrator

Client Engagement Manager

Client Services Executive

Travel Sales Consultant

Client Concierge

Travel Consultant

Specialist, Client Services - Markets

Customer Relationship Manager

Transport Operations Assistant

Client Service Specialist

Travel Intelligence Specialist - Abroad

Client Success Onboarding Manager

Welfare Advice Officer

Client Support Specialist

Receptionist - Part Time

Client Success Executive

Client Services Coordinator

Family Office Lead

Helpdesk Specialist

Analyst, Knowledge Management Specialist

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

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