Client relations specialist Work, Jobs in Godalming, Sry (with Salaries)

Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Communications Specialist
Infor —Farnborough
- English
- Marketing
Business Tax Assistant Manager - Gatwick or Guildford
BDO —Guildford
- Full-time
- Mentoring
- Leadership
- Tax experience
21h
Digital PR Specialist
Blue Array —Reading
- £32,000 - £36,000 a year
- Full-time
- Hybrid work
- Travel
- Employee assistance programme
- Gym membership
Quick apply
DC Pension Consultant
WTW —Reigate
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Project management
- Annual leave
- Employee assistance programme
Associate - Tax
Penningtons Manches Cooper LLP —Guildford
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- IT
- Work from home
R&D Assistant Manager
BDO —Guildford
- Full-time
- Tax experience
Private Client Assistant Manager
RSM UK —Guildford
- Full-time
- Hybrid work
- Project management
- Accounting
- Communication skills
Property Check Specialists
Cilla & Morgan —Elmbridge
- £18 - £25 an hour
- Hospitality
- Maintenance
- Administrative experience
Quick apply
Tax Senior Manager/ Tax Manager / Tax Assistant Manager
BDO —Guildford
- Full-time
- Leadership
- Tax experience
Paediatric Complex Care and Transitional Flow Coordinator
Royal Surrey NHS Foundation Trust —Guildford
- £51,657 - £58,785 a year
- Full-time
- Leadership
- Nursing
People Advisor
Holroyd Howe —Earley
- £36,000 a year
- Full-time
- Hybrid work
- English
- Communication skills
- School
- Employee assistance programme
- Employee discount
Quick apply
13d
Specialist Therapy assistant
Alder Associates Ltd —Kingston upon Thames
- £15 - £20 an hour
- Part-time
- Childcare
- English
- Working with children
Quick apply
6d
Paediatric Diabetic Specialist Nurse
Royal Surrey NHS Foundation Trust —Guildford
- £41,957 - £50,387 a year
- Full-time
- Organisational skills
- IT
- Leadership
HR Services Associate - 12 month FTC
BDO —Gatwick Airport
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Paediatric Diabetic Nurse Specialist
Royal Surrey NHS Foundation Trust —Guildford
- £51,657 - £58,785 a year
- Full-time
- IT
- Leadership
- Nursing
M&A Tax Associate Director
RSM UK —Guildford
- Full-time
- Hybrid work
- Business development
- Project management
- Tax experience
EHCP Coordinator Assistant (office based)
Cognus Limited —Wallington
- From £19,792.71 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Quick apply
8d
Senior Tax Manager - Not for Profit
BDO —Guildford
- Full-time
- Quality control
- Tax experience
Corporate Tax Associate Director
BDO —Gatwick Airport
- Full-time
- Tax experience

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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 godalming, sry

Client Services Administrator

Communications Specialist

Business Tax Assistant Manager - Gatwick or Guildford

Digital PR Specialist

DC Pension Consultant

Associate - Tax

R&D Assistant Manager

Private Client Assistant Manager

Property Check Specialists

Tax Senior Manager/ Tax Manager / Tax Assistant Manager

Paediatric Complex Care and Transitional Flow Coordinator

People Advisor

Specialist Therapy assistant

Paediatric Diabetic Specialist Nurse

HR Services Associate - 12 month FTC

Paediatric Diabetic Nurse Specialist

M&A Tax Associate Director

EHCP Coordinator Assistant (office based)

Senior Tax Manager - Not for Profit

Corporate Tax Associate Director

I want to receive the latest job alerts for client relations specialist in godalming, sry

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