client services Work, Jobs in maidenhead, brk (with Salaries)

Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Sales Office Administrator
ERS Recruiting Ltd —Maidenhead
- £38,000 - £42,000 a year
3d
Client Services Administrator
AFH Wealth Management Cookham —Maidenhead
- £24,420 - £32,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Work from home
Quick apply
Animal Care Assistant
Old Beams Kennels & Cattery —Maidenhead
- Up to £12.71 an hour
- Temporary
- Heavy lifting
- Customer service
- Organisational skills
- Free parking
Quick apply
7d
Executive Lifestyle Assistant
BlckBx Ltd —Bracknell
- £30,000 a year
- Full-time
- Hybrid work
- Hospitality
- Customer service
- Salesforce
- Work from home
Quick apply
Financial Assessment Officer
Royal Borough of Windsor and Maidenhead —Maidenhead
- £30,193 - £34,104 a year
- Full-time
- Hybrid work
- Customer service
- Free parking
- Annual leave
4d
Customer Service Advisor
ArvatoConnect —Datchet
- £27,976 a year
- Rotating shift
- Microsoft Outlook
- Financial services
- Communication skills
- Employee assistance programme
- Employee discount
3d
Branch Administrator
TBC —Slough
- £25,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
Contract Support Co-ordinator
CBRE —Maidenhead
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Access
Visa Documentation Agent
TLScontact UK —London
- £26,436 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Customer service
Quick apply
2d
Travel Sales Consultant
Trailfinders —Windsor
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Admin Assistant
TC-Group —Taplow
- £28,000 - £30,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
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
Room Attendant
Hotelcare —Marlow
- £13.50 - £14.00 an hour
- Weekend availability
- Hospitality
- Hotel
- Time management
- Flexible schedule
Quick apply
Inbound Advisor
Lifetime Legal Ltd —Wokingham
- From £28,500 a year
- Full-time
- Hybrid work
- Hospitality
- Customer service
- English
- Free parking
- Store discount
Quick apply
Head of Events
Hurley House Hotel —Maidenhead
- £60,000 a year
- Full-time
- Hospitality
- Sales
- Microsoft Office
- Employee discount
- Referral programme
Quick apply
10d
Sales Assistant
MBG RECRUITMENT —Maidenhead
- Weekend availability
- Sales
- Customer service
- Public speaking
- Free parking
- Flexible schedule
Quick apply
3d
Sudio & Client Relationship Manager
Petra Jewellery —Basingstoke
- £30,000 - £35,000 a year
- Full-time
- Project management
- In-person
- Leadership
- Free parking
Quick apply
12d
Customer Service Advisor
M Group —Slough
- £26,529 a year
- Annual leave
- Employee assistance programme
3d
Trainee Powder Coater
L.L. Potter & Sons (Taplow) Ltd —Maidenhead
- £12.71 an hour
- Full-time
- Basic maths
- In-person
- Hand tools
Quick apply
5d

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client services jobs near maidenhead, brk

Client Services Administrator

AFH Financial Group -
Cookham

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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 maidenhead, brk

Client Services Administrator

Sales Office Administrator

Client Services Administrator

Animal Care Assistant

Executive Lifestyle Assistant

Financial Assessment Officer

Customer Service Advisor

Branch Administrator

Contract Support Co-ordinator

Visa Documentation Agent

Travel Sales Consultant

Admin Assistant

Reservations Agent Day

Room Attendant

Inbound Advisor

Head of Events

Sales Assistant

Sudio & Client Relationship Manager

Customer Service Advisor

Trainee Powder Coater

I want to receive the latest job alerts for client services in maidenhead, brk

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