Client services Work, Jobs in Pontcanna, Crf (with Salaries)

Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Office Administrator (Full Time)
Civitas Chambers —Cardiff
- Up to £30,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Analysis skills
Quick apply
2d
Commercial Training Coordinator - Part Time
The Skills Centre —Cardiff
- £26,000 - £30,000 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
Quick apply
5d
Customer Service
Nebula Promotions —Cardiff
- Full-time
- Bilingual
- Spanish
- Customer service
- Free parking
- Referral programme
Quick apply
20h
Travel agent
Alexanders Group —Cardiff
- £2,200 - £2,500 a month
- Full-time
- Hybrid work
- Hospitality
- Customer service
- English
Quick apply
2d
Office Assistant
MAINPORT TRAINING —Cardiff
- £13 an hour
- Part-time
- Microsoft Excel
- Customer service
- English
- Free parking
Quick apply
Travel Sales Consultant
Trailfinders —Cardiff
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Property Management Lead
FlatHomes Property Services —Cardiff
- £28,000 - £35,000 a year
- Full-time
- Maintenance
- In-person
Quick apply
10d
Therapeutic Case Worker for Holistic Hoarding
Holistic Hoarding —Caerphilly
- £27,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
4d
Financial Planning Administrator / Trainee Paraplanner
Romilly Financial —Penarth
- £24,000 - £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Health & wellbeing programme
Quick apply
13d
Branch Assistant
MS-Group Limited —Caerphilly
- £12.71 an hour
- Part-time
Quick apply
12d
Production Assistant
JMC Aviation —Cardiff
- Temporary
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
13d
PRIVATE HIRE SALES EXECUTIVE
Adventure Travel —Cardiff
- £35,000 - £38,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Sales
Quick apply
20h
Sales/Customer Service
LPN GROUP LTD —Cardiff
- Full-time
- Sales
- Customer service
- English
Quick apply
1d
Consumer Support Analyst
LexisNexis Risk Solutions —Cardiff
- Full-time
- Customer service
- Windows
- Communication skills
Office Assistant
Romilly Financial —Penarth
- £21,500 - £24,000 a year
- Full-time
- CRM software
- Microsoft Office
- Organisational skills
- Annual leave
Quick apply
13d
Customer Service Advisor
Link Financial —Caerphilly
- £26,000 - £28,500 a year
- Full-time
- Customer service
- English
- Administrative experience
- Employee assistance programme
- Employee discount

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client services jobs near pontcanna, crf

Client Services Administrator

AFH Financial Group -
Cardiff

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Job details

Full-time

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 pontcanna, crf

Client Services Administrator

Client Services Supervisor

Client Services Executive

Client Services Manager

Office Administrator (Full Time)

Commercial Training Coordinator - Part Time

Customer Service

Travel agent

Office Assistant

Travel Sales Consultant

Property Management Lead

Therapeutic Case Worker for Holistic Hoarding

Financial Planning Administrator / Trainee Paraplanner

Branch Assistant

Production Assistant

PRIVATE HIRE SALES EXECUTIVE

Sales/Customer Service

Consumer Support Analyst

Office Assistant

Customer Service Advisor

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