Customer care administrator Work, Jobs in Saint Mellons, Crf (with Salaries)

Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
5d
Front Desk Receptionist
Grease Monkeys Cardiff —Cardiff
- £24,785 - £35,000 a year
- Monday to Friday
- Administrative experience
- Organisational skills
- Typing
- Employee discount
Quick apply
3d
Administrative Assistant
Cardiff University —Cardiff
- £25,249 - £26,093 a year
- Call to connect
- Administrative experience
- University
- Organisational skills
- Annual leave
12d
Admin Assistant/Receptionist
Cardiff Mot and Service centre —Cardiff
- £24,420.00 - £35,395.90 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
9h
Alarm Administrator
Innovative Fire & Security —Cardiff
- £14 - £16 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Customer service
- Free parking
Quick apply
5d
Lettings Administrator
Number One Property Management LTD —Newport
- £27,000 a year
- Full-time
- Customer service
- Microsoft Office
- Organisational skills
- Annual leave
Quick apply
3d
Tribunal Administrative Officer
Intellectual Property Office —Newport
- £27,740 a year
- Full-time
- Administrative experience
- Presentation skills
- Organisational skills
- Free parking
- Annual leave
13d
Payroll Administrator
Sopra Steria —Newport
- £25,375 a year
- Hybrid work
- Customer service
- IT
- Annual leave
10d
Research Support Administrator
Cardiff University —Cardiff
- £25,249 - £26,093 a year
- Full-time
- Hybrid work
- Administrative experience
- University
- Communication skills
- Annual leave
Data Administrator
LexisNexis Risk Solutions —Cardiff
- Full-time
- Microsoft Office
- Employee assistance programme
- Employee discount
Data & Compliance Administrator
Apprenticeship Group Wales Ltd —Caerphilly
- Up to £13,218.40 a year
- Part-time
- Customer service
- Administrative experience
- In-person
- Health & wellbeing programme
Quick apply
7d
Administrator
Lowndes Halsden & Partners —Cardiff
- From £27,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
7d
Receptionist/Administrator
Park Surgery —Newport
- £12.71 an hour
- Part-time
- Customer service
- GP surgery experience
- Administrative experience
Quick apply
5h
Customer Service Administrator
Plant-Ex Ingredients Ltd —Avonmouth
- From £27,000 a year
- Full-time
- Microsoft Excel
- Administrative experience
- IT
- Free parking
- Health & wellbeing programme
Quick apply
5d
Receptionist/Administrator
DOCTOR FACE Medical Aesthetics Clinic and Academy —Cardiff
- £12.21 an hour
- Part-time
- English
- Administrative experience
- Front desk
Quick apply
2d
Sales Admin
SGD Security —Cardiff
- £27,500 - £32,500 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Microsoft Office
Quick apply
4d
Order Fulfillment Administrator
Eurobond —Cardiff
- Full-time
Senior Administrator
Somerset Bridge Group —Bristol
- Full-time
- Hybrid work
- Microsoft Office
- Contracts
- IT
- Annual leave
- Referral programme
Quick apply
12d
Part time - Office Administrator
Police Federation of England and Wales —New Inn
- £12,670.78 a year
- Part-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- Microsoft Office
- Free parking
- Employee assistance programme
Quick apply
13d
Customer Service Administrator
Seda UK —Blackwood
- £25,000 a year
- Full-time
- CRM software
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
3d

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Client Services Administrator

AFH Financial Group -
Cardiff

Apply Now

Job details

Full-time
5 days ago

Benefits

Company pension
Employee discount

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
GCSE

Full job description

Client Services Administrator - Cardiff

AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.

We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.

This role will be based from our Cardiff office.

Client Services Administrator

The Client Services Administrator will play a vital role in supporting our Independent Financial Advisers (IFAs) in delivering high-quality financial advice. The role handles all the administrative duties to support their clients. The role ensures smooth operations within the firm, with focus on accurate documentation, communication, and regulatory compliance.

As our Client Services Administrator, you will be responsible for:

Acting as the point of contact for client queries. Providing excellent customer service to maintain strong relationships with adviser, client and support staff
Working 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
Working in partnership with providers and investment platforms to ensure that client requests are followed up and escalated when necessary
Preparing client review packs and process any follow up actions
Ensuring all client data is accurate and up to date
Maintaining the diary management system, ensuring daily workflow is completed in line with SLA’s and highlighting when needed
Analysing and highlighting any process change recommendations to the relevant stakeholders for review
Ensuring that all internal policies are adhered to, and actions are in line with FCA guidelines.

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

Experience is required within a general administration role
Experienced using Microsoft Word, Excel & 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 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 & 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

Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.

Apply Now

Refine Your Search

customer care administrator jobs in saint mellons, crf

Client Services Administrator

Front Desk Receptionist

Administrative Assistant

Admin Assistant/Receptionist

Alarm Administrator

Lettings Administrator

Tribunal Administrative Officer

Payroll Administrator

Research Support Administrator

Data Administrator

Data & Compliance Administrator

Administrator

Receptionist/Administrator

Customer Service Administrator

Receptionist/Administrator

Sales Admin

Order Fulfillment Administrator

Senior Administrator

Part time - Office Administrator

Customer Service Administrator

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