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

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Supervising experience
- Team management
- Organisational skills
- Employee discount
Senior Client Solutions Manager
ArribaCom Communications Ltd. —Cardiff
- £46,876 - £65,000 a year
- Full-time
- Salesforce
- Data analysis skills
- Analysis skills
- Health & wellbeing programme
Quick apply
9h
Account Manager
Smiths Gloucester Limited —Cardiff
- CRM software
- Free parking
- Employee discount
Quick apply
6d
Customer Success Manager
LEAP Legal Software —Cardiff
- £40,000 a year
- Full-time
- Microsoft Word
- Bachelor's degree
- Travel
- Annual leave
- Employee assistance programme
Quick apply
Customer Success Manager
SINGU —Cardiff
- Up to £65,000 a year
- Full-time
- CRM software
- In-person
Quick apply
11d
Key Account Manager
Businessin Wales —Riverside ED
- From £35,000 a year
- Full-time
- Hybrid work
- CRM software
- Customer service
- Business development
Quick apply
7d
Business / Commercial Administrator (Senior)
Falcon Construction —Cardiff
- From £21,000 a year
- Full-time
- Computer literacy
- Writing skills
- Microsoft Office
- Free parking
Quick apply
6d
Receptionist
VINCI Facilities UK —Cardiff
- Part-time
- Computer literacy
- English
- Computer skills
- Annual leave
- Employee discount
Customer Service Coordinator
Cross Accounting Service —Cardiff
- £27,500 a year
- Full-time
- QuickBooks
- In-person
- Office experience
- Free parking
Quick apply
Business Development Manager
Wilmington plc —Cardiff
- £42,000 - £45,000 a year
- Full-time
- Hybrid work
- CRM software
- Business development
- Organisational skills
- Annual leave
- Employee discount
2h
Sales Administrator
BarrattDevelopments —Cardiff
- Microsoft Outlook
- Computer literacy
- Databases
5d
MultiSkilled Host
CBRE —Cardiff
- Part-time
- Continuous improvement
- Front desk
- Cleaning
- Employee discount
Regional Manager - WPA
WPA —Ystrad Mynach
- £63,038 a year
- Full-time
- Analysis skills
- Employee discount
3d
Assistant Project Manager (PMO)
WSP —Cardiff
- Part-time
- Hybrid work
- Microsoft Office
- Contracts
- SharePoint
- Flexitime
- Work from home
4d
Admin Assistant Fire Door Division
Ceaton Security Services —Cardiff
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
Quick apply
Sales Manager
MAJESTIC HOTEL —Cardiff
- £28,000 - £30,000 a year
- Full-time
- Merchandising
- Hotel
- Administrative experience
Quick apply
Business Development and Sales Manager
FitPro Lead Gen —Cardiff
- From £27,000 a year
- Full-time
- Business development
- In-person
- Marketing
- Sick pay
Quick apply
15h
Territory Business Manager
IQVIA —Cardiff
- Full-time
- Analysis skills
- Bachelor's degree
- Analytics
- Annual leave
Trade Client Manager – South West England
MSX International —Cardiff
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Communication skills
Quick apply
Renewal Enterprise Account Manager
Gallagher —Llantrisant
- Full-time
- Analysis skills
- Communication skills
5d

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client services manager jobs near pontcanna, crf

Client Services Manager

AFH Financial Group -
Cardiff

Apply Now

Job details

Full-time

Benefits

Company pension
Employee discount

Qualifications

Financial Conduct Authority guidelines
Process improvement
Supervising experience
Team management
Organisational skills
Management reporting
Training & development
Time management

Full job description

Client Services Manager

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. This position is based from our Cardiff office.

The purpose of this role is to oversee, and line manage a team of supervisors to ensure the delivery of high-quality support services to our Financial Advisers. Act as an escalation point for questions and queries across the team.

As our Client Services Manager, you will typically:

Be responsible for the overall management of the Client Services Team, ensuring a standardised approach is followed for all processes
Work closely with all Supervisors to achieve departmental goals
Hold regular 1:1’s with Financial Advisers to ensure the support they have meets their expectations
Ensure all administrative tasks, including client onboarding, policy administration and document management, are completed accurately and on time
Drive continuous process improvements highlight any process change recommendations to the relevant stakeholders for review
Track KPIs for the team and provide reports to senior management on team performance
Ensure compliance with FCA regulations and internal policies, addressing any risks or breaches.

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

Proven experience in a managerial position in financial services administration, preferably within an IFA firm
Ability to form positive relationships in a high-pressure environment
Proven management experience within a fast-paced industry
An understanding of FCA regulations and compliance requirements
Experience in supervising or mentoring a team, upskilling where necessary
Excellent organisational and time management skills
Strong interpersonal skills using clear and concise language in both written and verbal correspondence.

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 if you have any queries, email the People Resourcing team via [email protected]. We look forward to hearing from you!

Apply Now

Refine Your Search

client services manager jobs in pontcanna, crf

Client Services Manager

Senior Client Solutions Manager

Account Manager

Customer Success Manager

Customer Success Manager

Key Account Manager

Business / Commercial Administrator (Senior)

Receptionist

Customer Service Coordinator

Business Development Manager

Sales Administrator

MultiSkilled Host

Regional Manager - WPA

Assistant Project Manager (PMO)

Admin Assistant Fire Door Division

Sales Manager

Business Development and Sales Manager

Territory Business Manager

Trade Client Manager – South West England

Renewal Enterprise Account Manager

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