Client services Work, Jobs in New Inn, Mon (with Salaries)

Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
3d
Service Coordinator
Electrical & Gas Care Ltd. —Caerphilly
- Microsoft Word
- Microsoft Outlook
- Accounting
- Free parking
Quick apply
2d
Trainee Mortgage Advisor
Mortgage Lane Limited —Newport
- £28,000 - £40,000 a year
- Full-time
- Basic maths
- Financial services
- In-person
Quick apply
4d
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
3d
Travel Sales Consultant
Trailfinders —Cardiff
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Barista
Growing Space —Pontnewydd
- £12.71 an hour
- Weekend availability
- Microsoft Word
- Hospitality
- Customer service
- Sick pay
Quick apply
Receptionist – Evenings and Weekends
Vets Now —Newport
- £13.45 an hour
- Weekend availability
- Annual leave
4d
Business Development Executive
Convey Law —Newport
- £50,000 - £60,000 a year
- Hybrid work
- Sales
- Business development
- Travel
- Annual leave
- Sick pay
Quick apply
Sales Executive
WeBuyAnyCar —Pontypool
- £28,200 - £35,220 a year
- Rotating shift
- Driving
- IT
- Communication skills
Quick apply
Customer Hub Advisor
Sopra Steria —Newport
- £25,375 a year
- Hybrid work
- Organisational skills
- Annual leave
CASUAL FRONT OF HOUSE WORKERS
BaxterStorey —Cwmbran
- £13.45 an hour
- Weekend availability
- Hospitality
- Customer service
- Organisational skills
Customer Service Assistant
CAR PLUS MOTORS UK LTD —Newport
- £12.21 - £15.00 an hour
- Part-time
- Microsoft Word
- Sales
- In-person
Quick apply
4d
Independent Travel Agent
The Travel Experts —Cardiff
- Part-time
- Remote
Quick apply
Casual Front of House Workers
BaxterStorey UK —Cwmbran
- £13.45 an hour
- Weekend availability
- Hospitality
- Customer service
- Organisational skills
Quick apply
Trainee Financial Adviser
Douglas Steers & Company —Bristol
- £50,000 a year
- Full-time
- Sales
- Analysis skills
- Driving
- Free parking
- Health & wellbeing programme
Quick apply
Client Relationship Team
Davisons Law —Cardiff
- Full-time
- Customer service
- Administrative experience
- Front desk
- Annual leave
- Referral programme
Quick apply
3d
Sales Office Administrator
RECOVERY ROLLERS LTD —Ponthir
- £24,420 - £28,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Quick apply
IFA Financial Services Administrator (with Training & Career Development)
Fortress Financial Services —Tredegar
- £25,000 - £30,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
3d
Floating Support Worker
BRC Jobs —Pontypool
- Full-time
- Organisational skills
- Communication skills
Quick apply
14d
Development Officer
First Choice Housing Association —Cardiff
- £39,315 - £45,030 a year
- Full-time
- Hybrid work
- Management
- Project management
- Construction
- Free parking
- Health & wellbeing programme
Quick apply
8d

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Client Services Administrator

AFH Financial Group -
Cardiff

Apply Now

Job details

Full-time
3 days ago

Benefits

Company pension
Employee discount

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
GCSE

Full job description

Client Services Administrator - Cardiff

AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.

We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.

This role will be based from our Cardiff office.

Client Services Administrator

The Client Services Administrator will play a vital role in supporting our Independent Financial Advisers (IFAs) in delivering high-quality financial advice. The role handles all the administrative duties to support their clients. The role ensures smooth operations within the firm, with focus on accurate documentation, communication, and regulatory compliance.

As our Client Services Administrator, you will be responsible for:

Acting as the point of contact for client queries. Providing excellent customer service to maintain strong relationships with adviser, client and support staff
Working with advisers to ensure all clients requests are dealt with from start to finish in a timely manner, ensuring clear and concise communication though-out
Working in partnership with providers and investment platforms to ensure that client requests are followed up and escalated when necessary
Preparing client review packs and process any follow up actions
Ensuring all client data is accurate and up to date
Maintaining the diary management system, ensuring daily workflow is completed in line with SLA’s and highlighting when needed
Analysing and highlighting any process change recommendations to the relevant stakeholders for review
Ensuring that all internal policies are adhered to, and actions are in line with FCA guidelines.

What we are looking for in our ideal Client Service Administrator:

Experience is required within a general administration role
Experienced using Microsoft Word, Excel & Outlook
Able to use own initiative and takes ownership of any task through to completion, displaying a flexible and positive attitude
A focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism
GCSE level A-C/5-9 in English and Maths

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 & 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

Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.

Apply Now

Refine Your Search

client services jobs in new inn, mon

Client Services Administrator

Service Coordinator

Trainee Mortgage Advisor

Client Services Supervisor

Travel Sales Consultant

Barista

Receptionist – Evenings and Weekends

Business Development Executive

Sales Executive

Customer Hub Advisor

CASUAL FRONT OF HOUSE WORKERS

Customer Service Assistant

Independent Travel Agent

Casual Front of House Workers

Trainee Financial Adviser

Client Relationship Team

Sales Office Administrator

IFA Financial Services Administrator (with Training & Career Development)

Floating Support Worker

Development Officer

I want to receive the latest job alerts for client services in new inn, mon

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