Client services specialist Work, Jobs in Marlow, Bkm (with Salaries)

Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Travel Sales Consultant
Trailfinders —Reading
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Travel Consultant
Trailfinders —Guildford
- £44,000 - £49,000 a year
- Sales
Court- Based Independent Domestic Violence Advisor (IDVA) One Year Contract- Maternity Leave Cover
Reducing the Risk of Domestic Abuse —Thames Valley
- £28,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Working with children
- No degree
Quick apply
14d
Office Manager
BAP Pharma Ltd —Marlow
- Up to £35,000 a year
- Customer service
- Microsoft Office
- Organisational skills
- Free parking
- Health & wellbeing programme
11d
Servicing & Multi Drop Delivery (Van Driver) - 4 days per week F/T role
Our Honest Foods —High Wycombe
- £28,000 - £30,000 a year
- Full-time
- Customer service
- Driving
- Organisational skills
- Annual leave
- Employee discount
Quick apply
8d
Service Delivery Coordinator
SOUTHERN COMMUNICATIONS LIMITED —Basingstoke
- £30,000 - £32,000 a year
- Full-time
- Customer service
- Salesforce
- Driving
- Free parking
- Employee assistance programme
Quick apply
Office Administrator
Disaster Care Capital Ltd —West London
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
Quick apply
Client Service Delivery specialist - Group Risk & Healthcare
Aon Corporation —Farnborough
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Presentation skills
- Work from home
Human Risk Analyst - Security Awareness Training
Saepio —High Wycombe
- Full-time
- Hybrid work
- CRM software
- Organisational skills
- IT
- Free parking
- Annual leave
Quick apply
Luxury Travel Specialist
Albertine —London
- Up to £40,000 a year
- Weekend availability
- Sales
- Microsoft Office
- In-person
- Work from home
Quick apply
PASSENGER ASSISTANTS / SCHOOL ESCORTS WANTED
Zedcarz —Kingston upon Thames
- Temporary
- Care plans
- Communication skills
- School
Quick apply
11d
Remote Pilot Specialist
Skyports Limited —Aylesbury
- £35,000 - £45,000 a year
- Full-time
- Hybrid work
- Up to 50% travel
- Travel
Quick apply
Project Coordinator
SOUTHERN COMMUNICATIONS LIMITED —Basingstoke
- £30,000 - £32,000 a year
- Full-time
- Customer service
- Driving
- Organisational skills
- Free parking
- Employee assistance programme
Quick apply
Assistant Project Manager (PMO)
WSP —Reading
- Part-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Contracts
- Flexitime
- Work from home
B2B Midweight Copywriter
Walker & Sloan —Marlow
- £30,000 - £40,000 a year
- Full-time
Midweight Copywriter
Marketbridge —Marlow
- £30,000 - £40,000 a year
- Full-time
- Hybrid work
- English
- Bachelor's degree
- No degree
Trainee Claims Assessor
Unum Group —Basingstoke
- Full-time
- Hybrid work
- Customer service
- Financial services
- Communication skills
Service Desk Analyst
Castle Trust Bank —Basingstoke
- Full-time
- Hybrid work
- Azure
- AWS
- Scripting
- Employee assistance programme
- Employee discount
Quick apply
Transport Operations Assistant
Freight Movement Sameday LTD —Sunbury
- £32,000 a year
- Full-time
- Analysis skills
- Free parking
- Work from home
Quick apply
2d

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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 services specialist jobs in marlow, bkm

Client Services Administrator

Travel Sales Consultant

Travel Consultant

Court- Based Independent Domestic Violence Advisor (IDVA) One Year Contract- Maternity Leave Cover

Office Manager

Servicing & Multi Drop Delivery (Van Driver) - 4 days per week F/T role

Service Delivery Coordinator

Office Administrator

Client Service Delivery specialist - Group Risk & Healthcare

Human Risk Analyst - Security Awareness Training

Luxury Travel Specialist

PASSENGER ASSISTANTS / SCHOOL ESCORTS WANTED

Remote Pilot Specialist

Project Coordinator

Assistant Project Manager (PMO)

B2B Midweight Copywriter

Midweight Copywriter

Trainee Claims Assessor

Service Desk Analyst

Transport Operations Assistant

I want to receive the latest job alerts for client services specialist in marlow, bkm

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