Client services Work, Jobs in Roath, Crf (with Salaries)

Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
1d
Client Relationship Team
Davisons Law —Cardiff
- Full-time
- Customer service
- Administrative experience
- Front desk
- Annual leave
- Referral programme
Quick apply
15h
Alarm Administrator
Innovative Fire & Security —Cardiff
- £14 - £16 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Customer service
- Free parking
Quick apply
11h
Travel Sales Consultant
Trailfinders —Cardiff
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Customer Service Advisor
Link Financial —Caerphilly
- £26,000 - £28,500 a year
- Full-time
- Customer service
- English
- Administrative experience
- Employee assistance programme
- Employee discount
6d
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
1d
Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Claims/ Customer Experience Coordinator
BELFOR UK Ltd —Cwmbran
- £26,605 a year
- Full-time
- Microsoft Excel
- Customer service
- IT
- Annual leave
- Employee assistance programme
Quick apply
Trade Counter Assistant
Miles Hire South Wales Ltd —Cardiff
- From £28,828.80 a year
- Full-time
- Customer service
- Basic maths
- Driving
Quick apply
1d
Customer Experience Coordinator
BELFOR —Cardiff
- Microsoft Excel
- Customer service
- IT
- Annual leave
- Employee assistance programme
8d
Adminstrator
Niche Private Clients —Cardiff
- From £25,000 a year
- Full-time
- Microsoft Word
- Accounting
- IT
- Work from home
Quick apply
8d
Independent Travel Agent
The Travel Experts —Cardiff
- Part-time
- Remote
Client Services Associate/Business Partner
Mazuma GB Ltd —Bridgend
- Up to £28,000 a year
- Full-time
- Hybrid work
- CRM software
- Microsoft Office
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
13d
Parking Attendant
Parkingeye Limited —Cardiff
- £24,879.30 - £24,879.83 a year
- Full-time
- Customer service
- Human resources
- Organisational skills
Quick apply
Data Administrator
LexisNexis Risk Solutions —Cardiff
- Full-time
- Microsoft Office
- Employee assistance programme
- Employee discount
Trainee Mortgage Advisor
Mortgage Lane Limited —Newport
- £28,000 - £40,000 a year
- Full-time
- Basic maths
- Financial services
- In-person
Quick apply
1d
Property/Block Administrator
Seraph Property Management —Cardiff
- £26,436.80 - £28,000.00 a year
- Full-time
- In-person
- Communication skills
Quick apply
8d
Consumer Support Analyst
LexisNexis Risk Solutions —Cardiff
- Full-time
- Customer service
- Windows
- Communication skills
7d
Customer Success Specialist (Telephone Box Office - Saturday Position)
TicketSource —Penarth
- £12.79 an hour
- Overtime
- Customer service
- Analysis skills
- In-person
- Profit sharing
- Sick pay
Quick apply
2d

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client services jobs near roath, crf

Client Services Executive

AFH Financial Group -
Cardiff

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Job details

Full-time

Benefits

Company pension
Referral programme

Qualifications

Microsoft Word
Pension
Microsoft Excel
Microsoft Outlook
GCSE
Microsoft Office
Financial services

Full job description

Client Services Executive - Wealth Management

A fantastic opportunity to join 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 in our Cardiff office with hybrid working opportunities. You will join us on a full-time, permanent basis and in return, you will receive a competitive salary plus a range of benefits.

This role is a core function within the business, as you will provide exceptional administrative and technical support to both our Financial Advisers and our clients. You will be responsible for ensuring delivery of good outcomes and ensuring our clients are put first in all that we do.

Key Responsibilities as our Client Services Executive will include:

Client Liaison & Servicing – Act as the first point of contact for client queries. Provide excellent customer service to maintain strong relationships with adviser, client and support staff across all areas of the business
Relationship Management – Work with advisers to ensure all clients requests are dealt with from start to finish in a timely manner, ensuring clear and concise communication though-out. Hold regular 1:1 meeting with advisers to set clear workflow priorities. Manage client expectations accordingly and keep them fully informed
Provider & Third-Party Communication – Liaise with providers and investment platforms to ensure that client requests are followed up and escalated when necessary
Administration Support - To provide technical and administrative support to allocated IFAs including pre-population of forms, money laundering, fact finds and management of incoming post. preparation of client review packs, research, illustrations, liaison with the paraplanning team as needed, preparation of new business packs and submission of new business cases for processing, coordination / oversight of payment requests
Maintenance of Client Records - ensuring all client data is accurate and kept up to date
Continuous Process Improvements – Constantly look for ways to improve internal processes to support good client outcomes, highlighting any recommendations to the relevant stakeholders for review
Policies and Procedures – Ensure that all internal policies are adhered to, and actions are in line with FCA guidelines.

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

Experience is required within a Financial Services IFA support role, with sound knowledge of a variety of modern platforms
Working knowledge of a variety of financial products, including pensions, investments, and protection.
Experienced using all Microsoft applications, including Word, Excel, Teams and Outlook.
Able to use own initiative and takes ownership of any task through to completion, displaying a flexible and positive attitude.
A focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism
GCSE level A-C/5-9 in English and Maths

Benefits of working for AFH Wealth Management:

Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probation
Contributory pension scheme, and death-in-service benefit
Competitive salary and annual discretionary bonus, following one year’s service
Health benefit scheme – including digital gym subscriptions, dental and optional treatments and alternative therapies
Flexible working options and competitive holiday allowance, with annual buy and sell scheme options
Enhanced maternity, adoptive and paternity pay
Loyalty bonus and additional holiday days, based on length of service
Employee referral bonus scheme
Social events

With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms.

If you or anyone that you know are interested in becoming a part of our growing community as our Client Services Executive get in touch and click ‘APPLY’ today or email us via [email protected]. We look forward to hearing from you!

Apply Now

Refine Your Search

client services jobs in roath, crf

Client Services Executive

Client Services Administrator

Client Relationship Team

Alarm Administrator

Travel Sales Consultant

Customer Service Advisor

Client Services Supervisor

Client Services Manager

Claims/ Customer Experience Coordinator

Trade Counter Assistant

Customer Experience Coordinator

Adminstrator

Independent Travel Agent

Client Services Associate/Business Partner

Parking Attendant

Data Administrator

Trainee Mortgage Advisor

Property/Block Administrator

Consumer Support Analyst

Customer Success Specialist (Telephone Box Office - Saturday Position)

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