Client services Work, Jobs in Elsenham And Henham, Ess (with Salaries)

Client Services Executive
AFH Financial Group —Bishop's Stortford
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Visitor Services Administrator
Saffron Music Trust —Saffron Walden
- £33,280 a year
- Part-time
- Bar
- English
- Microsoft Office
Quick apply
1d
Travel Consultant
Trailfinders —Chelmsford
- £44,000 - £49,000 a year
- Sales
Travel Sales Consultant
Trailfinders —Cambridge
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Construction Administrator
CARMELCREST LTD —Bishop's Stortford
- £25,000 - £33,000 a year
- Full-time
- Microsoft Excel
- Administrative experience
- Driving
- Free parking
Quick apply
8d
Client Services Coordinator
Marquee Contracting Limited —Potters Bar
- £26,000 - £30,000 a year
- Full-time
- CRM software
- Customer service
- Salesforce
- Annual leave
- Gym membership
Quick apply
14d
Client Services Coordinator & Operations
Pink Plan LTD —Ware
- From £25,000 a year
- Full-time
- Customer service
- Salesforce
- Analysis skills
- Free parking
- Work from home
Quick apply
2d
Operations Controller
London Jet Centre —Stansted
- From £27,000 a year
- Weekend availability
- Customer service
- English
- Organisational skills
- Free parking
Quick apply
Executive Assistant to CEO
Phi Partners —Hatfield
- £60,000 - £80,000 a year
- Full-time
- Master's degree
- Administrative experience
- Organisational skills
- Gym membership
Quick apply
Customer Services Representative
Baker Ross Ltd —Harlow
- £20,000 a year
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Free parking
Quick apply
7d
Technical Services Manager
JMC Aviation —Stansted
- Monday to Friday
- Management
- Bachelor's degree
- Leadership
- Employee assistance programme
Part-Time Practice Bookkeeper/Administrator
Hargreaves Owen Ltd —Hitchin
- £13.00 - £14.50 an hour
- Part-time
- No experience needed
- QuickBooks
- In-person
- Free parking
Quick apply
6d
Trainee Sales Executive
Myddleton Soltution Services Limited —Buntingford
- £25,000 - £29,001 a year
- Full-time
- CRM software
- Sales
- Salesforce
Quick apply
Receptionist
Portico Corporate Reception Management —Cambridge
- £31,798 a year
- Full-time
- Customer service
- Communication skills
- Annual leave
- Life insurance
Quick apply
7d
Bank Receptionist /Administrator
St Elizabeth's Centre —Much Hadham
- £12.71 an hour
- Part-time
- School
- Free parking
- Employee assistance programme
Quick apply
Services Project Manager
Siemens —Cambridge
- £50.00 - £99.90 an hour
- Full-time
- Hybrid work
- Computer Science
- PMP
- Engineering
Client Support Specialist
Ultrasound Direct Ltd —Cambridge
- £24,420 - £26,000 a year
- Part-time
- Customer service
- Administrative experience
- Travel
- Free parking
- Health & wellbeing programme
Quick apply
1d
Payroll Administrator
Sureserve —London
- £35,000 a month
- Travel
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Internal Sales
Acme Bus Company Ltd —Saffron Walden
- £24,500 - £28,000 a year
- Full-time
- Sales
- Customer service
- Organisational skills
- Free parking
- Employee discount
Quick apply
14h
Safety & Compliance Officer
JMC Aviation —Stansted Airport
- £350 a day
- Monday to Friday
- Computer literacy
- Maintenance
- English

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client services jobs near elsenham and henham, ess

Client Services Executive

AFH Financial Group -
Bishop's Stortford

Apply Now

Job details

Full-time

Benefits

Company pension
Referral programme

Qualifications

Microsoft Word
Pension
Microsoft Excel
Microsoft Outlook
GCSE
Microsoft Office
Financial services

Full job description

Client Services Executive - Wealth Management

A fantastic opportunity to join 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 in our Bishop's Stortford office with hybrid working opportunities. You will join us on a full-time, permanent basis and in return, you will receive a competitive salary plus a range of benefits.

This role is a core function within the business, as you will provide exceptional administrative and technical support to both our Financial Advisers and our clients. You will be responsible for ensuring delivery of good outcomes and ensuring our clients are put first in all that we do.

Key Responsibilities as our Client Services Executive will include:

Client Liaison & Servicing – Act as the first point of contact for client queries. Provide excellent customer service to maintain strong relationships with adviser, client and support staff across all areas of the business
Relationship Management – Work with advisers to ensure all clients requests are dealt with from start to finish in a timely manner, ensuring clear and concise communication though-out. Hold regular 1:1 meeting with advisers to set clear workflow priorities. Manage client expectations accordingly and keep them fully informed
Provider & Third-Party Communication – Liaise with providers and investment platforms to ensure that client requests are followed up and escalated when necessary
Administration Support - To provide technical and administrative support to allocated IFAs including pre-population of forms, money laundering, fact finds and management of incoming post. preparation of client review packs, research, illustrations, liaison with the paraplanning team as needed, preparation of new business packs and submission of new business cases for processing, coordination / oversight of payment requests
Maintenance of Client Records - ensuring all client data is accurate and kept up to date
Continuous Process Improvements – Constantly look for ways to improve internal processes to support good client outcomes, highlighting any recommendations to the relevant stakeholders for review
Policies and Procedures – Ensure that all internal policies are adhered to, and actions are in line with FCA guidelines.

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

Experience is required within a Financial Services IFA support role, with sound knowledge of a variety of modern platforms
Working knowledge of a variety of financial products, including pensions, investments, and protection.
Experienced using all Microsoft applications, including Word, Excel, Teams and Outlook.
Able to use own initiative and takes ownership of any task through to completion, displaying a flexible and positive attitude.
A focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism
GCSE level A-C/5-9 in English and Maths

Benefits of working for AFH Wealth Management:

Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probation
Contributory pension scheme, and death-in-service benefit
Competitive salary and annual discretionary bonus, following one year’s service
Health benefit scheme – including digital gym subscriptions, dental and optional treatments and alternative therapies
Flexible working options and competitive holiday allowance, with annual buy and sell scheme options
Enhanced maternity, adoptive and paternity pay
Loyalty bonus and additional holiday days, based on length of service
Employee referral bonus scheme
Social events

With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms.

If you or anyone that you know are interested in becoming a part of our growing community as our Client Services Executive get in touch and click ‘APPLY’ today. We look forward to hearing from you!

Apply Now

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client services jobs in elsenham and henham, ess

Client Services Executive

Visitor Services Administrator

Travel Consultant

Travel Sales Consultant

Construction Administrator

Client Services Coordinator

Client Services Coordinator & Operations

Operations Controller

Executive Assistant to CEO

Customer Services Representative

Technical Services Manager

Part-Time Practice Bookkeeper/Administrator

Trainee Sales Executive

Receptionist

Bank Receptionist /Administrator

Services Project Manager

Client Support Specialist

Payroll Administrator

Internal Sales

Safety & Compliance Officer

I want to receive the latest job alerts for client services in elsenham and henham, ess

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