Customer support & client services managers Work, Jobs in Llanishen, Crf (with Salaries)

Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
3d
Customer Service Assistant
Cardiff Students Union —Cardiff
- From £26,306 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Customer service
- Employee discount
- Life insurance
Quick apply
9d
Head of Customer Care
Capital on Tap —Cardiff
- £500 - £750 a week
- Analysis skills
- Financial services
9d
Team Leader
Link Financial Outsourcing —Caerphilly
- £29,500 a year
- Full-time
- Customer service
- Mentoring
- IT
- Annual leave
- Employee assistance programme
Quick apply
9d
VacancyTitle: Assistant Resident Services Manager
Grainger plc —Cardiff
- Full-time
- Remote
- Annual leave
3d
Workforce Management (WFM) Analyst
Capital on Tap —Cardiff
- £500 - £750 a week
- Microsoft Excel
- Communication skills
- Annual leave
8d
Facilities Helpdesk Manager
CBRE —Newport
- Full-time
- Time management

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Client Services Supervisor

AFH Financial Group -
Cardiff

Apply Now

Job details

Full-time
3 days ago

Benefits

Company pension
Employee discount

Qualifications

Microsoft Outlook
Organisational skills
Financial services
Communication skills
Time management

Full job description

Client Services Supervisor

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.

The Client Services Supervisor is responsible for overseeing a team of Client Services Executives and Administrators, ensuring the efficient management of workflow, compliance with regulatory requirements, and the delivery of excellent client service.

As our Client Services Supervisor, you will typically:

Lead, support, and motivate a team of Client Service Executives and Client Service Administrators
Oversee allocation of workloads and manage team capacity to ensure efficient service delivery of all administrative and technical support request from our Financial Advisers
Conduct regular team meetings to discuss process change recommendation, issues, and best practices
Ensure all administrative tasks, including client onboarding, policy administration, New Business submission and document management, are completed accurately and on time
Monitor compliance with FCA regulations and internal policies, addressing any risks or breaches
Act as a point of escalation for complex queries from administrators, clients, and financial advisers
Promote and encourage a positive work environment amongst team members and advisers, ensuring co-operation, efficiency and outstanding service is always delivered.

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

Ability to guide and develop a team effectively by mentoring and upskilling where necessary
Ability to build strong working relationships within a fast-paced environment
Experience in financial services administration, preferably within an IFA firm
An understanding of FCA regulations and compliance requirements
Excellent organisational and time management skills
Strong interpersonal skills with ability to use clear and concise language in both verbal and written communication
Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams and Xplan, Provider Platforms etc)

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 email the People Resourcing team via [email protected]. We look forward to hearing from you!

Apply Now

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customer support & client services managers jobs in llanishen, crf

Client Services Supervisor

Customer Service Assistant

Head of Customer Care

Team Leader

VacancyTitle: Assistant Resident Services Manager

Workforce Management (WFM) Analyst

Facilities Helpdesk Manager

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