Client relations specialist Work, Jobs in Reading, Brk (with Salaries)

Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Court- Based Independent Domestic Violence Advisor (IDVA) One Year Contract- Maternity Leave Cover
Reducing the Risk of Domestic Abuse —Thames Valley
- £29,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Working with children
- No degree
Quick apply
9d
Digital PR Specialist
Blue Array —Reading
- £32,000 - £36,000 a year
- Full-time
- Hybrid work
- Travel
- Employee assistance programme
- Gym membership
Quick apply
Employee Relations Advisor
Fugro —Wallingford
- Full-time
- Data analysis skills
- English
- Communication skills
- Referral programme
6d
People Advisor
Holroyd Howe —Earley
- £36,000 a year
- Full-time
- Hybrid work
- English
- Communication skills
- School
- Employee assistance programme
- Employee discount
Quick apply
8h
Communications Specialist
Infor —Farnborough
- English
- Marketing
Antenatal Administrator
Royal Surrey NHS Foundation Trust —Guildford
- £27,106 - £28,850 a year
- Part-time
- Communication skills
7d
Quality System Specialist
Loftware, Inc. —Reading
- Hybrid work
- English
- Quality control
- Organisational skills
Quick apply
Senior Marketer, ETF Marketing
Invesco —Henley on Thames
- Full-time
- Hybrid work
- Spanish
- English
- Project management
- Annual leave
- Life insurance
14d
Financial Reporting Assistant Manager
Grant Thornton UK LLP —Reading
- Full-time
- Hybrid work
- Project management
- Accounting
- Mentoring
Senior HR Consultant
Unity HR —Newbury
- £50,000 - £65,000 a year
- Temporary
- Data analysis skills
- Bachelor's degree
- Travel
- Free parking
- Employee discount
Quick apply
Solicitor - Court of Protection (Property & Affairs)
EMG Solicitors —Reading
- Full-time
- Hybrid work
- Organisational skills
- Time management
- Employee assistance programme
R&D Assistant Manager
BDO —Reading
- Full-time
- Tax experience
Private Client Assistant Manager
RSM UK —Guildford
- Full-time
- Hybrid work
- Project management
- Accounting
- Communication skills
Chef Manager
Miquill —Reading
- £15 an hour
- No weekends
- Culinary experience
- Cooking
- School
7d
Financial Reporting Advisory Manager
Grant Thornton UK LLP —Reading
- Full-time
- Project management
- Accounting
- Mentoring
Specialist Prison and Probation Advocate x 2
Advance —Ashford
- £27,000 - £29,000 a year
- Hybrid work
- Organisational skills
- Communication skills
- Employee assistance programme
- Employee discount
Specialist Nurse - Cancer Services
Spire Healthcare —Reading
- Full-time
- Hospital
- Computer literacy
- Microsoft Office
- Annual leave
- Employee assistance programme
Paediatric Complex Care and Transitional Flow Coordinator
Royal Surrey NHS Foundation Trust —Guildford
- £51,657 - £58,785 a year
- Full-time
- Leadership
- Nursing
7d
Associate Director, Corporate Tax
Deloitte —Reading
- Hybrid work
- Communication skills
- Tax experience

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Client Services Administrator

AFH Financial Group -
Cookham

Apply Now

Job details

Full-time

Benefits

Company pension

Full job description

Client Services Administrator

An opportunity to join our AFH Wealth Management Cookham team.

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 with hybrid working. And in return, you will receive a competitive salary and range of benefits.

The purpose of this role is to provide comprehensive support to the efficient operation of the business and excellent service to the clients of the firm in the administrative processes through the careful submission of transactions and documentation with continuing maintenance of investments. This role centralises around providing support to paraplanners and advisers by arranging the completion of necessary instructions, in addition to the end clients.

As our Client Services Administrator, you will typically:

Maintaining client records on both internal and external platforms
Assist in ensuring that all client files are accurate and compliant
Organising and pre-populating client documentation for account setups and transactions
Processing instructions on behalf of clients, such as creating new accounts, fund switches, withdrawal of income and contributions to client plans, death claims and leavers
Calculating performance fees and providing information for Accounts to produce client invoices
Monitoring group inboxes and responding to client enquiries
Additional administration duties where needed, which may include answering incoming calls, downloading call recordings, and scanning incoming post etc.
Adhere to the Company’s service levels according to its established procedures.

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

Ability to work with team members and completing tasks standalone
Ability to understand processes & document controls
Confident in becoming a point of contact for clients and providers in relation to queries
Proven efficient administration skills
An awareness of the FCA Handbook sufficiently to be able to comply with regulations, relying on their own knowledge or on their ability to recognize when they will need specialist support (desirable).

Benefits and Perks at AFH

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance.
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 as well as death-in-service benefit.

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 email the People Resourcing team via [email protected] if you have any queries.

We look forward to hearing from you!

Apply Now

Refine Your Search

client relations specialist jobs in reading, brk

Client Services Administrator

Court- Based Independent Domestic Violence Advisor (IDVA) One Year Contract- Maternity Leave Cover

Digital PR Specialist

Employee Relations Advisor

People Advisor

Communications Specialist

Antenatal Administrator

Quality System Specialist

Senior Marketer, ETF Marketing

Financial Reporting Assistant Manager

Senior HR Consultant

Solicitor - Court of Protection (Property & Affairs)

R&D Assistant Manager

Private Client Assistant Manager

Chef Manager

Financial Reporting Advisory Manager

Specialist Prison and Probation Advocate x 2

Specialist Nurse - Cancer Services

Paediatric Complex Care and Transitional Flow Coordinator

Associate Director, Corporate Tax

I want to receive the latest job alerts for client relations specialist in reading, brk

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