client services Work, Jobs in farnham common, bkm (with Salaries)

Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
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
Branch Administrator
TBC —Slough
- £25,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
Customer Service Advisor
ArvatoConnect —Datchet
- £27,976 a year
- Rotating shift
- Microsoft Outlook
- Financial services
- Communication skills
- Employee assistance programme
- Employee discount
2d
Sales Office Administrator
ERS Recruiting Ltd —Maidenhead
- £38,000 - £42,000 a year
3d
Travel Sales Consultant
Trailfinders —Windsor
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Reservations Agent Day
DiamondAir International Ltd —London
- £28,500 - £30,000 a year
- Full-time
- Hybrid work
- Hospitality
- Customer service
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
4d
Admin Assistant
TC-Group —Taplow
- £28,000 - £30,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
14d
(Trainee) Advice Session Supervisor
Citizens Advice —Three Rivers
- £6,054.05 - £7,310.36 a year
- Supervising experience
4d
Contact Centre Administrator
Sureserve —Uxbridge
- £26,227.50 a year
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
- Annual leave
- Employee assistance programme
Quick apply
Visa Documentation Agent
TLScontact UK —London
- £26,436 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Customer service
Quick apply
2d
Administrative & Community Support Coordinator
Crossroads Care Slough —Slough
- £27,250 - £29,250 a year
- Weekend availability
- Serving
- Customer service
- Microsoft Office
- Free parking
Quick apply
3d
Customer Advisor
AkzoNobel —Slough
- £26,000 - £31,370 a year
- Overtime
- Microsoft Excel
- Microsoft Access
- Customer service
- Employee assistance programme
- Employee discount
Quick apply
2d
Falconer
NBC Environment —Beaconsfield
- £26,010 a year
Executive Lifestyle Assistant
BlckBx Ltd —Bracknell
- £30,000 a year
- Full-time
- Hybrid work
- Hospitality
- Customer service
- Salesforce
- Work from home
Quick apply
Meetings & Events Co-ordinator
Coppid Beech Hotel —Bracknell
- £27,300 a year
- Weekend availability
- Hospitality
- Hotel
- Organisational skills
- Free parking
- Employee assistance programme
Quick apply
8d
Customer Service Advisor
M Group —Slough
- £26,529 a year
- Annual leave
- Employee assistance programme
3d
Customer Service Advisor
Health Primary LTD —London
- £28,000 - £32,000 a year
- Full-time
- Hybrid work
- Negotiation
Quick apply
2d
Records Assistant
Abion —London
- £3,000 a month
- English
- Administrative experience
Travel Consultant
Trailfinders —Guildford
- £44,000 - £49,000 a year
- Sales

I want to receive the latest job alerts for client services in farnham common, bkm

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services jobs near farnham common, bkm

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 farnham common, bkm

Client Services Administrator

Press & Events Co-ordinator

Branch Administrator

Customer Service Advisor

Sales Office Administrator

Travel Sales Consultant

Reservations Agent Day

Admin Assistant

(Trainee) Advice Session Supervisor

Contact Centre Administrator

Visa Documentation Agent

Administrative & Community Support Coordinator

Customer Advisor

Falconer

Executive Lifestyle Assistant

Meetings & Events Co-ordinator

Customer Service Advisor

Customer Service Advisor

Records Assistant

Travel Consultant

I want to receive the latest job alerts for client services in farnham common, bkm

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected