Client experience manager Work, Jobs in Portbury, Som (with Salaries)

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Relationship Manager
Hodge Bank —Cardiff
- From £56,925 a year
- Full-time
- Hybrid work
- Financial services
- Negotiation
- Free parking
- Health & wellbeing programme
Quick apply
10d
Client Account Manager (Fitness & Social Media Marketing) – Health & Fitness SaaS
MacroActive —Cardiff
- £30,000 - £33,000 a year
- Full-time
- Hybrid work
- Marketing
- In-person
- Communication skills
Quick apply
Client Manager (Future Cardiff Office Lead)
MWR Accountants —Cardiff
- £35,000 - £40,000 a year
- Full-time
- Supervising experience
- Accounting
- Mentoring
- Annual leave
- Sick pay
Quick apply
Office Manager
Robin King Estate Agents —Bristol
- £30,000 - £40,000 a year
- Full-time
- CRM software
- Social media management
- Microsoft Office
- Annual leave
Quick apply
5d
Business Advisory Manager
Sigfrido Serra Consulting Ltd —Cardiff
- £72,000 a year
- Full-time
- Analysis skills
- Bachelor's degree
- In-person
- Free parking
Quick apply
10d
Commercial Manager
Date Digital Lounge Ltd. —Cardiff
- £7,600 - £8,500 a month
- Full-time
- CRM software
- Salesforce
- Business development
Quick apply
Professional Learning Manager
Escuela RSM Professional Learning Ltd. —Bristol
- £42,000 - £58,000 a year
- Full-time
- Supervising experience
- Education
- Bachelor's degree
- Health & wellbeing programme
- Language training provided
Quick apply
2d
Senior Project Coordinator
Qureos Inc —Bristol
- £48,000 - £62,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
Account Manager
SOUTHERN COMMUNICATIONS LIMITED —Bristol
- £32,500 a year
- Full-time
- Driving
- In-person
- Free parking
- Employee assistance programme
Quick apply
Senior Client Experience Manager / Senior Account Manager
WestSpring IT —Bristol
- £35,000 - £40,000 a year
- Full-time
- IT
- Communication skills
- Negotiation
- Employee assistance programme
- Referral programme
Quick apply
Compliance and Continuous Improvement Coordinator
Eco2 Management Services Limited —Cardiff
- £40,000 - £45,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Continuous improvement
- Travel
- Free parking
- Health & wellbeing programme
Quick apply
5d
Service Desk Manager
Technology Transformation Group —Cardiff
- £46,500 a year
- Full-time
- Hybrid work
- Azure
- Continuous improvement
- Leadership
- Free parking
Quick apply
Property Auctioneer/ Valuer
Town & Country Property Auctions South Wales —Cardiff
- Up to £100,000 a year
- Full-time
- Sales
- Business development
- In-person
Quick apply
7d
Fleet Business Development Manager
Vertu Motors —Newport
- £40,000 a year
- Full-time
- Sales
- Business development
- Communication skills
Quick apply
Digital Transformation Consultants
i3Works —Bristol
- £45,000 - £70,000 a year
- Full-time
- Hybrid work
- Business development
- Continuous improvement
- Agile
- Annual leave
- Life insurance
Helpdesk Manager
CBRE GWS —Newport
- £36,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Management
- Free parking
Quick apply
Business Development Manager
PHSGroup —Llanwern
- £45,000 a year
- Monday to Friday
- CRM software
- Sales
- Business development
- Free parking
- Employee discount
Customer Success Manager
Unify Limited —Caerphilly
- £35,000 - £38,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- APIs
- In-person
- Free parking
- Work from home
Quick apply
Relationship Manager
Franchise —Bristol
- Up to £45,000 a year
- Full-time
- Travel
- Mentoring
- Organisational skills
- Annual leave
Quick apply
5d

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client experience manager jobs near portbury, som

Client Services Manager

AFH Financial Group -
Cardiff

Apply Now

Job details

Full-time

Benefits

Company pension
Employee discount

Qualifications

Management
Supervising experience
Mentoring
Organisational skills
Financial services
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 experience manager jobs in portbury, som

Client Services Manager

Relationship Manager

Client Account Manager (Fitness & Social Media Marketing) – Health & Fitness SaaS

Client Manager (Future Cardiff Office Lead)

Office Manager

Business Advisory Manager

Commercial Manager

Professional Learning Manager

Senior Project Coordinator

Account Manager

Senior Client Experience Manager / Senior Account Manager

Compliance and Continuous Improvement Coordinator

Service Desk Manager

Property Auctioneer/ Valuer

Fleet Business Development Manager

Digital Transformation Consultants

Helpdesk Manager

Business Development Manager

Customer Success Manager

Relationship Manager

I want to receive the latest job alerts for client experience manager in portbury, som

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