Client services manager Work, Jobs in Tongwynlais, Crf (with Salaries)

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
General Office Administrator
Universal Resource Trading Ltd —Caerphilly
- £14.50 - £16.00 an hour
- Overtime
- Laboratory experience
- Administrative experience
- IT
- Free parking
- Paid training
Quick apply
4d
Guest Services Manager
Mitie —Cardiff
- £17.23 an hour
- Full-time
- Microsoft Outlook
- Administrative experience
- Human resources
11h
Senior Capture Manager
AIRBUS Defence and Space Limited —Newport
- Full-time
- Hybrid work
- Sales
- Travel
- Free parking
- Employee assistance programme
Fleet Business Development Manager
Vertu Motors —Newport
- £40,000 a year
- Full-time
- Sales
- Business development
- Communication skills
Quick apply
Office Manager
Robin King Estate Agents —Bristol
- £30,000 - £40,000 a year
- Full-time
- CRM software
- Social media management
- Microsoft Office
- Annual leave
Quick apply
10d
Customer Success Manager
LEAP Legal Software —Cardiff
- £40,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
Quick apply
11d
Account Manager (Sound & Video)
Stage Sound Services Ltd —Cardiff
- £30,742.40 - £33,612.80 a year
- Full-time
- Customer service
- English
- Administrative experience
- Free parking
- Annual leave
Quick apply
4d
Regional Branch Manager
M Barnwell Services —Clevedon
- £30,000 - £45,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Quick apply
12d
Helpdesk Manager
CBRE GWS —Newport
- £36,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Management
- Free parking
Quick apply
Administrator
The Watches of Switzerland Group —Cardiff
- Part-time
- Hospitality
- Administrative experience
- Organisational skills
- Employee assistance programme
Customer Success Manager (Marketing/SEO)
Time To Scale —Magor
- £32,000 a year
- Full-time
- Hybrid work
- Salesforce
- Travel
- Annual leave
Quick apply
3d
Business Development Manager
PHSGroup —Llanwern
- £45,000 a year
- Monday to Friday
- CRM software
- Sales
- Business development
- Free parking
- Employee discount
Project Team Coordinator
Enable Promotional Marketing —Weston-super-Mare
- £27,000 - £30,000 a year
- Full-time
- Project management
- Organisational skills
- Leadership
- Free parking
Quick apply
7d
Business Development Sales Representative (f/m/d)
Ecolab Inc. —Llantrisant
- Full-time
- Sales
- Salesforce
- Presentation skills
Business Development Manager (BDM)
The Dragon Group —Cardiff
- £30,000 - £40,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Business development
- Driving
- Annual leave
- Work from home
Quick apply
Account Executive/Account Managers
Gallagher —Llantrisant
- Up to £28,500 a year
- Analysis skills
- Financial services
- Communication skills
- Employee stock purchase plan
- Life insurance
MultiSkilled Host
CBRE —Cardiff
- Part-time
- Customer service
- Continuous improvement
- Communication skills
- Employee discount
5d
Receptionist
VINCI Facilities UK —Cardiff
- Part-time
- Bilingual
- English
- Administrative experience
- Annual leave
- Employee discount
Business Development Manager
Rhino Systems Limited —Tai-bach ED
- £50,000 - £60,000 a year
- Full-time
- CRM software
- Sales
- Customer service
Quick apply
13d

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client services manager jobs near tongwynlais, crf

Client Services Manager

AFH Financial Group -
Cardiff

Apply Now

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 manager jobs in tongwynlais, crf

Client Services Manager

General Office Administrator

Guest Services Manager

Senior Capture Manager

Fleet Business Development Manager

Office Manager

Customer Success Manager

Account Manager (Sound & Video)

Regional Branch Manager

Helpdesk Manager

Administrator

Customer Success Manager (Marketing/SEO)

Business Development Manager

Project Team Coordinator

Business Development Sales Representative (f/m/d)

Business Development Manager (BDM)

Account Executive/Account Managers

MultiSkilled Host

Receptionist

Business Development Manager

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