Client services Work, Jobs in Portbury, Som (with Salaries)

Adviser Support
Clifton Wealth Partnership —Bristol
- £26,000 - £33,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Microsoft Office
- Free parking
Quick apply
10d
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
1d
Customer Service Advisor
Healix —Bristol
- £27,000 - £28,000 a year
- Full-time
- Customer service
- English
- Analysis skills
- Annual leave
- Employee discount
Quick apply
3d
Administration Specialist
The Letting Game —Bristol
- £26,000 - £28,000 a year
- Full-time
- Hybrid work
- Customer service
- Administrative experience
- Accounting
- Work from home
Quick apply
5h
Property Details Administrator
Cj Hole Southville —Bristol
- £24,500 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Accounting
Quick apply
13d
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
1d
Office Support
Local Pages —Bristol
- From £24,420 a year
- Temporary
- Hybrid work
- Sales
- English
- Administrative experience
- Free parking
Quick apply
7h
Business Operations Officer
Sanderson —Bristol
- Full-time
- Organisational skills
- Communication skills
Quick apply
2d
Travel Sales Consultant
Trailfinders —Cardiff
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Client Success Manager
Likewize —Bristol
- Full-time
- Project management
- Communication skills
- Free parking
Quick apply
5d
Project Manager (for Global Events company)
Sector Global —Clevedon
- £30,000 - £35,000 a year
- Full-time
- Project management
- Presentation skills
- Organisational skills
- Free parking
- Work from home
Quick apply
6d
Coffee Sales & Partnerships
Triple Co Roast ltd —Bristol
- From £30,000 a year
- Full-time
- Sales
- Customer service
- Salesforce
Quick apply
Admin Assistant - Care Home
Barchester Healthcare —Bristol
- £13.81 an hour
- Weekend availability
- Computer skills
- Employee discount
- Referral programme
Quick apply
Customer Experience Agent
The Vaults Group —Bristol
- £12.71 an hour
- Part-time
- Microsoft Word
- Microsoft Outlook
- English
- Employee discount
Quick apply
3h
Assistant Client Manager x2
Computershare —Bristol
- Full-time
- Hybrid work
- Travel
- Financial services
- Communication skills
- Work from home
12d
Immigration Caseworker/Paralegal
Onis Legal Services —Bristol
- From £24,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Brunel: Service and Installation Administrator
Obsequio Group —Bristol
- From £25,500 a year
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
- Annual leave
Quick apply
14d
Independent Travel Agent
The Travel Experts —Cardiff
- Part-time
- Remote
Probate case manager
WDS Associates Legal Services —Bristol
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
Viewings Assistant
David James —Wrington
- Part-time
- Customer service
- Administrative experience
- Organisational skills
Quick apply
3d

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Adviser Support

Clifton Wealth Partnership -
Bristol

Quick apply

Job details

Permanent | Full-time
£26,000 - £33,000 a year
10 days ago

Benefits

Free parking
Cycle to work scheme
Company pension
Company events
Private medical insurance
On-site parking

Qualifications

Microsoft Word
Microsoft Outlook
Business processes
Microsoft Office
Organisational skills
Financial services
Communication skills

Full job description

Job Title: Adviser Support (Hybrid Role - 2/3 Days in Office)

Location: Bristol

Length of Contract: Permanent

Hours: Full-time, Monday – Friday

Responsibilities

Advisor Support: Provide day-to-day assistance to advisors, including preparing documentation and handling administrative requests.
Client Communication: Answer incoming calls from clients, respond to queries promptly, and correspond via email or letter as required.
Workflow Management: Monitor and manage workflows to ensure timely completion of tasks.
Report Writing: Prepare basic reports using pre-defined templates.
Business Processing: Process new business applications accurately and efficiently.
Application Forms: Generate application forms and complete them as needed.
Client Interaction: Greet clients in the office and ensure a professional, welcoming experience.
General Administration: Maintain records, update systems, and support compliance requirements.

Desired Skills and Expertise

Strong organisational skills with excellent attention to detail and accuracy.
Exceptional multi-tasking and prioritisation abilities; able to work under pressure.
Outstanding communication and interpersonal skills, both written and verbal, with clear articulation.
Proven ability to work effectively both independently and as part of a team.
Proficiency in Microsoft Office and in-house CRM systems, with the ability to navigate and adhere to defined business processes.
Solid understanding of compliance requirements within the advisory process.
Experience supporting Wealth Advisers across various product areas.
Demonstrated track record of achieving targets independently.

What We Offer:

· A central office setting.

· Opportunities for professional growth and development, with funded Exams and continuous in-house training

· A collaborative team that values innovation and client satisfaction.

Employee Benefits:

· 25 days holiday

· Death in Service benefit

· Group Pension Scheme

· Group Income Protection

· Health Shield, PERKS, Health, and well-being support

· Private Medical Insurance (available at an additional cost)

· Giving back days

· Bike to Work Scheme

Job Types: Full-time, Permanent

Pay: £26,000.00-£33,000.00 per year

Benefits:

Company events
Company pension
Cycle to work scheme
Free parking
On-site parking

Ability to commute/relocate:

Bristol BS20 0DD: reliably commute or plan to relocate before starting work (required)

Experience:

Financial services: 2 years (required)

Work Location: Hybrid remote in Bristol BS20 0DD

Quick apply

Refine Your Search

client services jobs in portbury, som

Adviser Support

Client Services Administrator

Customer Service Advisor

Administration Specialist

Property Details Administrator

Client Services Supervisor

Office Support

Business Operations Officer

Travel Sales Consultant

Client Success Manager

Project Manager (for Global Events company)

Coffee Sales & Partnerships

Admin Assistant - Care Home

Customer Experience Agent

Assistant Client Manager x2

Immigration Caseworker/Paralegal

Brunel: Service and Installation Administrator

Independent Travel Agent

Probate case manager

Viewings Assistant

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

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected