Client services manager Work, Jobs in Portishead, Som (with Salaries)

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Customer Success Manager (Legal SaaS)
Hoowla —Bristol
- £28,000 - £36,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- In-person
Quick apply
Business Development Manager - Bristol
One Big Circle —Bristol
- £40,000 - £45,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Life insurance
- Sick pay
Quick apply
12d
Client Onboarding & New Business Team Leader
Howells Legal Limited —Cardiff
- Full-time
- Management
- English
- Analysis skills
- Annual leave
- Referral programme
Quick apply
10d
Sales Co-Ordinator
Aztec Hotel & Spa —Bristol
- Full-time
- Hospitality
- Sales
- Hotel
- Free parking
- Annual leave
Quick apply
New Business Executive
Convey365 —Newport
- £28,000 a year
- Sales
- Customer service
- Annual leave
- Sick pay
Quick apply
New Business Executive
Convey Law —Newport
- £28,000 a year
- Sales
- Customer service
- Annual leave
- Sick pay
Quick apply
Client Services Executive
Wealthtime —Bath
- £27,000 - £31,000 a year
- Full-time
- Hybrid work
- Customer service
- Financial services
- In-person
- Health & wellbeing programme
- Work from home
Administration & Bookings Assistant
Casa Environmental Services Ltd —Bristol
- £26,800 - £29,000 a year
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
- Free parking
Quick apply
Business Development Manager
Town Square Spaces Ltd —Ystrad Mynach
- £40,000 - £43,000 a year
- Full-time
- Hybrid work
- CRM software
- Sales
- Business development
Quick apply
12d
Receptionist
LAH Property Marketing —Bristol
- £20,982 a year
- Part-time
- Social media management
- Microsoft Office
- Front desk
- Referral programme
Quick apply
12d
Sector Client Director - Healthcare
BAM UK & Ireland —Patchway
- Presentation skills
- No degree
- Travel
- Annual leave
Relationship Manager (South Wales)
iamproperty & iamsold —Cardiff
- Up to £50,000 a year
- Full-time
- Hybrid work
- Annual leave
Quick apply
Fleet Business Development Manager
Vertu Motors —Newport
- £40,000 a year
- Full-time
- Sales
- Business development
- Communication skills
Quick apply
Facilities Helpdesk Manager
CBRE —Newport
- Full-time
- Time management
Assistant Client Manager
Savills —Cardiff
- Organisational skills
- IT
- Communication skills
- Annual leave
Field Sales Representative - Bristol
Flatpay —Bristol
- £60,000 - £70,000 a year
- Full-time
- Sales
- No experience needed
- English
- Free parking
Quick apply
Assistant Client Manager x2
Computershare —Bristol
- Full-time
- Hybrid work
- Travel
- Financial services
- Communication skills
- Work from home
8d
Project Coordinator
LivGreen Futures Ltd —Bristol
- Full-time
- Customer service
- Microsoft Office
- Organisational skills
Quick apply
9d
Customer Account Executive
Reconomy Connect —Bristol
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
- Referral programme

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client services manager jobs near portishead, 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 services manager jobs in portishead, som

Client Services Manager

Customer Success Manager (Legal SaaS)

Business Development Manager - Bristol

Client Onboarding & New Business Team Leader

Sales Co-Ordinator

New Business Executive

New Business Executive

Client Services Executive

Administration & Bookings Assistant

Business Development Manager

Receptionist

Sector Client Director - Healthcare

Relationship Manager (South Wales)

Fleet Business Development Manager

Facilities Helpdesk Manager

Assistant Client Manager

Field Sales Representative - Bristol

Assistant Client Manager x2

Project Coordinator

Customer Account Executive

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