client services Work, Jobs in sands, bkm (with Salaries)

Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Operations Coordinator
Element Materials Technology —High Wycombe
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
9d
Customer Service Advisor/Administrator
Green Motion Car and Van Rental —Princes Risborough
- From £21,000 a year
- Part-time
- Microsoft Word
- English
- Data entry
- Free parking
- Health & wellbeing programme
Quick apply
1d
Animal Care Assistant
Old Beams Kennels & Cattery —Maidenhead
- Up to £12.71 an hour
- Temporary
- Heavy lifting
- Customer service
- Organisational skills
- Free parking
Quick apply
6d
Office-Based Service Desk Audio Visual Engineer
Auditel Rental and Service Limited —High Wycombe
- £30,000 - £35,000 a year
- Full-time
- Customer service
- Organisational skills
- IT
- Free parking
Quick apply
3d
Cleaner
First Response Group —High Wycombe
- £12.71 an hour
Quick apply
3d
Client Services Administrator
AFH Wealth Management Cookham —Maidenhead
- £24,420 - £32,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Work from home
Quick apply
Telesales Agent
5G Communications Ltd. —High Wycombe
- £18,000 - £50,000 a year
- Part-time
- Sales
Administrative Assistant/Receptionist
Ellis Enterprises Ltd —Aylesbury
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- In-person
Quick apply
Office Support & Receptionist - initially a 3 month contract
Right at Home - High Wycombe —Loudwater
- £12.75 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
Quick apply
19h
2nd Line Support Analyst
Sharp —High Wycombe
- Full-time
- Hybrid work
- Azure
- In-person
- Communication skills
- Life insurance
Client Service Executive
CPM UK —Stokenchurch
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Continuous improvement
- Travel
- Employee discount
Quick apply
Executive Lifestyle Assistant
BlckBx Ltd —Bracknell
- £30,000 a year
- Full-time
- Hybrid work
- Hospitality
- Customer service
- Salesforce
- Work from home
Quick apply
Grounds Maintenance Operative
idverde —High Wycombe
- £12.71 an hour
- Temporary
- Maintenance
- Driving
- In-person
- Employee discount
Quick apply
Cleaner
Classic Cleaning —Flackwell Heath
- £14 - £16 an hour
- Part-time
- English
- Time management
Quick apply
Receptionist
Smiles 4 Ever —Great Missenden
- From £12.71 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Employee discount
Quick apply
4d
Membership Sales Advisor
The Massage Company —High Wycombe
- £13 an hour
- Weekend availability
- Sales
- Customer service
- English
2d
Customer Service &Sales Support Coordinator
Whistl UK Ltd —Marlow
- £26,000 - £28,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Customer service
- Annual leave
- Employee assistance programme
Quick apply
Cleaner - residential blocks
MCR Property Group Ltd —High Wycombe
- £14.50 an hour
- Customer service
- Communication skills
Quick apply
Senior Administrator
CPM UK —Stokenchurch
- £28,000 a year
- Full-time
- Hybrid work
- Employee discount
Quick apply

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client services jobs near sands, bkm

Client Services Administrator

AFH Financial Group -
Cookham

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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 services jobs in sands, bkm

Client Services Administrator

Operations Coordinator

Customer Service Advisor/Administrator

Animal Care Assistant

Office-Based Service Desk Audio Visual Engineer

Cleaner

Client Services Administrator

Telesales Agent

Administrative Assistant/Receptionist

Office Support & Receptionist - initially a 3 month contract

2nd Line Support Analyst

Client Service Executive

Executive Lifestyle Assistant

Grounds Maintenance Operative

Cleaner

Receptionist

Membership Sales Advisor

Customer Service &Sales Support Coordinator

Cleaner - residential blocks

Senior Administrator

I want to receive the latest job alerts for client services in sands, bkm

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