Client services Work, Jobs in Shipham, Som (with Salaries)

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
Client Services Administrator
eXPD8 —Bristol
- £24,784.50 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Life insurance
- Referral programme
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
European Operations Administrator
Simarco —Bristol
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
Quick apply
Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Client Services Representative
AmicusLaw Southwest LLP —Martock
- From £23,500 a year
- Full-time
- Administrative experience
- Travel
- Organisational skills
- Referral programme
Quick apply
Client Experience Manager - Delivering accounting & business support
Hughes, Isaac and Co Ltd —Burnham-on-Sea
- £46,000 - £56,000 a year
- Part-time
- Hybrid work
- Supervising experience
- Accounting
- Organisational skills
- Free parking
- Referral programme
Quick apply
11d
Travel Sales Consultant
Trailfinders —Cardiff
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Part Time Operations Assistant
North Somerset Footwear Ltd —Long Ashton
- From £12.50 an hour
- Part-time
- Hospitality
- Customer service
- Microsoft Office
- Free parking
- Employee discount
Quick apply
2d
Client Relationship Team
Davisons Law —Cardiff
- Full-time
- Customer service
- Administrative experience
- Front desk
- Annual leave
- Referral programme
Quick apply
Companion for Elderly / Personal Assistant - Keynsham
Companions Who Care Ltd —Keynsham
- £15.05 - £18.85 an hour
- Part-time
- Care experience
- Driving
- In-person
Quick apply
Events Executive
The Celtic Collection —Newport
- £14.13 an hour
- Full-time
- Hospitality
- Sales
- Organisational skills
New Business Assistant
Hennah Haywood Law —Newport
- From £25,397 a year
- Full-time
- Microsoft Excel
- Customer service
- English
Quick apply
1d
Catering Assistant
Aspens —Cheddar
- £12.71 an hour
- No weekends
- School
CBT Therapists, Psychological Wellbeing Practitioners (PWPs) and Counsellors
Towards —Bristol
- £28,000 - £50,000 a year
- Part-time
- Master's degree
- IT
- In-person
Quick apply
Trainee Sales Representative
NextGen Talent —Bristol
- £575 - £700 a week
- Full-time
- Bilingual
- Microsoft Word
- Microsoft Outlook
Quick apply
5d
Warrant Officer
Conexus Recovery and Field Services —Bristol
- From £36,050 a year
- Full-time
- Bachelor's degree
- Driving
- Communication skills
- Health & wellbeing programme
- Annual leave
Quick apply
General Handyman/woman
Greenzone fm —Nailsea
- £13.50 an hour
- Part-time
- Maintenance
- Programmable logic controllers
- In-person
Quick apply
12d
Event Companion (Strictly Platonic Plus-One Service)
April Companions —Bristol
- Part-time
- Microsoft Word
- Hospitality
- Microsoft Outlook
Quick apply
1d

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client services jobs near shipham, som

Client Services Manager

AFH Financial Group -
Cardiff

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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 jobs in shipham, som

Client Services Manager

Client Services Supervisor

Client Services Administrator

Client Services Administrator

European Operations Administrator

Client Services Executive

Client Services Representative

Client Experience Manager - Delivering accounting & business support

Travel Sales Consultant

Part Time Operations Assistant

Client Relationship Team

Companion for Elderly / Personal Assistant - Keynsham

Events Executive

New Business Assistant

Catering Assistant

CBT Therapists, Psychological Wellbeing Practitioners (PWPs) and Counsellors

Trainee Sales Representative

Warrant Officer

General Handyman/woman

Event Companion (Strictly Platonic Plus-One Service)

I want to receive the latest job alerts for client services in shipham, som

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