Client services manager Work, Jobs in Lisvane, Crf (with Salaries)

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Client Onboarding & New Business Team Leader
Howells Legal Limited —Cardiff
- Full-time
- Management
- English
- Analysis skills
- Annual leave
- Referral programme
Quick apply
8d
Team Leader
Link Financial Outsourcing —Caerphilly
- £29,500 a year
- Full-time
- Customer service
- Mentoring
- IT
- Annual leave
- Employee assistance programme
Quick apply
1d
Relationship Manager (South Wales)
iamproperty & iamsold —Cardiff
- Up to £50,000 a year
- Full-time
- Hybrid work
- Annual leave
Quick apply
Fleet Business Development Manager
Vertu Motors —Newport
- £40,000 a year
- Full-time
- Sales
- Business development
- Communication skills
Quick apply
Assistant Client Manager
Savills —Cardiff
- Organisational skills
- IT
- Communication skills
- Annual leave
Sales Development Manager
PHSGroup —Caerphilly
- £38,000 a year
- Sales
- Business development
- Presentation skills
Assistant Client Manager x2
Computershare —Bristol
- Full-time
- Hybrid work
- Travel
- Financial services
- Communication skills
- Work from home
6d
Facilities Helpdesk Manager
CBRE —Newport
- Full-time
- Time management
Office Administrator (Part-Time)
Care in Wales —Barry
- £13.87 - £14.87 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Computer literacy
- Annual leave
- Employee assistance programme
Quick apply
1d
Office Services Assistant
Blake Morgan —Cardiff
- Monday to Friday
- Organisational skills
Commercial Manager
Town Square Spaces Ltd —Ystrad Mynach
- £40,000 - £43,000 a year
- Full-time
- Hybrid work
- CRM software
- Sales
- Business development
Quick apply
10d
Cydlynydd Grantiau Cyfleusterau i'r Anabl / DFG Co-Ordinator
Merthyr Tydfil County Borough Council —Merthyr Tydfil
- £29,064 - £31,022 a year
- Full-time
8d
Regional Account Manager
Selwood Limited —Bristol
- £62,063 a year
- Driving
- Time management
- Annual leave
- Employee assistance programme
Quick apply
Customer Experience Advisor
Legal & General Investment Management —Cardiff
- From £25,000 a year
- Monday to Friday
- Customer service
- Administrative experience
- Financial services
- Employee discount
- Flexible schedule
1d
Office & Facilities Manager - 6 months FTC
Clarke Willmott —Cardiff
- Microsoft Excel
- Management
- Travel
1d
Customer Experience Advisor
LegalAndGeneral —Cardiff
- From £25,000 a year
- Full-time
- Hybrid work
- Customer service
- Administrative experience
- Financial services
- Employee discount
- Flexible schedule
Quick apply
2d
Key Account Manager
IQVIA —Cardiff
- Full-time
- Negotiation
- Life insurance
Business Development Consultant
Cardiff and Vale College —Cardiff
- £37,192 - £39,669 a year
- Full-time
- Organisational skills
- Communication skills
- Annual leave
New Business Executive
Convey365 —Newport
- £28,000 a year
- Sales
- Customer service
- Annual leave
- Sick pay
Quick apply

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Client Services Manager

AFH Financial Group -
Cardiff

Apply Now

Job details

Full-time

Benefits

Company pension
Employee discount

Qualifications

Management
Supervising experience
Mentoring
Organisational skills
Financial services
Time management

Full job description

Client Services Manager

An opportunity to join AFH Wealth Management, 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 and support our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits. This position is based from our Cardiff office.

The purpose of this role is to oversee, and line manage a team of supervisors to ensure the delivery of high-quality support services to our Financial Advisers. Act as an escalation point for questions and queries across the team.

As our Client Services Manager, you will typically:

Be responsible for the overall management of the Client Services Team, ensuring a standardised approach is followed for all processes
Work closely with all Supervisors to achieve departmental goals
Hold regular 1:1’s with Financial Advisers to ensure the support they have meets their expectations
Ensure all administrative tasks, including client onboarding, policy administration and document management, are completed accurately and on time
Drive continuous process improvements highlight any process change recommendations to the relevant stakeholders for review
Track KPIs for the team and provide reports to senior management on team performance
Ensure compliance with FCA regulations and internal policies, addressing any risks or breaches.

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

Proven experience in a managerial position in financial services administration, preferably within an IFA firm
Ability to form positive relationships in a high-pressure environment
Proven management experience within a fast-paced industry
An understanding of FCA regulations and compliance requirements
Experience in supervising or mentoring a team, upskilling where necessary
Excellent organisational and time management skills
Strong interpersonal skills using clear and concise language in both written and verbal correspondence.

Benefits and Perks at AFH

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.

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 with Royal London as well as death-in-service benefit.
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.

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 if you have any queries, email the People Resourcing team via [email protected]. We look forward to hearing from you!

Apply Now

Refine Your Search

client services manager jobs in lisvane, crf

Client Services Manager

Client Onboarding & New Business Team Leader

Team Leader

Relationship Manager (South Wales)

Fleet Business Development Manager

Assistant Client Manager

Sales Development Manager

Assistant Client Manager x2

Facilities Helpdesk Manager

Office Administrator (Part-Time)

Office Services Assistant

Commercial Manager

Cydlynydd Grantiau Cyfleusterau i'r Anabl / DFG Co-Ordinator

Regional Account Manager

Customer Experience Advisor

Office & Facilities Manager - 6 months FTC

Customer Experience Advisor

Key Account Manager

Business Development Consultant

New Business Executive

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