client services Work, Jobs in takeley, ess (with Salaries)

Client Services Executive
AFH Financial Group —Bishop's Stortford
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Viewing Staff
Savills —Bishop's Stortford
- Weekend availability
- Customer service
1d
Retail Merchandiser
eXPD8 —Great Dunmow
- £12.71 an hour
- Part-time
- Customer service
- Merchandising
- Communication skills
- Referral programme
Sales Administrator
Brocks Wheel and Tyre Ltd —Thaxted
- From £30,000 a year
- Full-time
- CRM software
- Microsoft Outlook
- Sales
- Free parking
- Profit sharing
Quick apply
7d
Executive Chauffeur
Executive Travel Services Ltd —Stansted
- From £16 an hour
- Weekend availability
- Heavy lifting
- Maintenance
- Driving
- Employee discount
Quick apply
8d
Travel Consultant
Trailfinders —Chelmsford
- £44,000 - £49,000 a year
- Sales
Client Services Coordinator & Operations
Pink Plan LTD —Ware
- From £25,000 a year
- Full-time
- Customer service
- Salesforce
- Analysis skills
- Free parking
- Work from home
Quick apply
10d
Junior Construction Buyer
CARMELCREST LTD —Bishop's Stortford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Quick apply
Administrative Assistant
Cambridge Management and Leadership School —Cambridge
- From £816 a month
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
1d
Technical Services Manager
JMC Aviation —Stansted
- Monday to Friday
- Bachelor's degree
- Leadership
- Communication skills
- Employee assistance programme
Travel Sales Consultant
Trailfinders —Cambridge
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Part-time Administrative Assistant
JPJ Installations Ltd —Braintree
- £26,500 a year
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Quick apply
3d
Administration Assistant - Private Client
Holmes and Hills LLP —Braintree
- Microsoft Office
- Organisational skills
- IT
- Employee assistance programme
- Life insurance
Customer Service Advisor
Kier Group —Braintree
- Full-time
- Communication skills
Catering Assistant
WestonHomes —Takeley
- Hospitality
- English
- Kitchen experience
- Life insurance
Quick apply
2d
Logistics Driver & Packing Operative
On Air Dining - Church Crookham —Stansted
- From £13 an hour
- 12 hour shift
- Customer service
- Driving
- IT
- Free parking
Quick apply
1d
Trainee Legal Assistant - Private Client
Holmes and Hills LLP —Witham
- Tax experience
- Employee assistance programme
- Life insurance
1d
Salon Assistant
Si Belle Beauty —Great Dunmow
- £8 an hour
- Part-time
- In-person
Quick apply
1d
Spa Receptionist
Down Hall Hotel, Spa & Estate —Hatfield Heath
- From £12.85 an hour
- Bilingual
- Hospitality
- Customer service
- Free parking
Quick apply
Security Officer
Mitie —Stansted
- £13.48 an hour
- Full-time

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client services jobs near takeley, ess

Client Services Executive

AFH Financial Group -
Bishop's Stortford

Apply Now

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 Bishop's Stortford 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. We look forward to hearing from you!

Apply Now

Refine Your Search

client services jobs in takeley, ess

Client Services Executive

Viewing Staff

Retail Merchandiser

Sales Administrator

Executive Chauffeur

Travel Consultant

Client Services Coordinator & Operations

Junior Construction Buyer

Administrative Assistant

Technical Services Manager

Travel Sales Consultant

Part-time Administrative Assistant

Administration Assistant - Private Client

Customer Service Advisor

Catering Assistant

Logistics Driver & Packing Operative

Trainee Legal Assistant - Private Client

Salon Assistant

Spa Receptionist

Security Officer

I want to receive the latest job alerts for client services in takeley, ess

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