Client services Work, Jobs in Upminster (with Salaries)

Client Services Executive
AFH Financial Group —Bishop's Stortford
- Full-time
- Hybrid work
- Microsoft Word
- Continuous improvement
- Financial services
- Referral programme
Full Time CQC Manager and Receptionist Aesthetics Clinic
aesthetics of essex —Upminster
- £14 - £18 an hour
- Full-time
- Administrative experience
- Data entry
- Organisational skills
Quick apply
Service Administrator
Edmund Services LTD —Upminster
- £26,000 - £30,000 a year
- Full-time
- Driving
- Contracts
- In-person
Quick apply
Client Services Assistant
MMR Research —London
- Hybrid work
- Writing skills
- Research
- Data entry
Quick apply
Client Placement Specialist
UK Therapy Guide —London
- £14 an hour
- Part-time
- Remote
- Google Suite
- Computer skills
- Communication skills
- Work from home
Quick apply
4d
Client Services Coordinator
RGH‑Global Limited —London
- £28,000 - £30,000 a year
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Front desk
Customer Support Coordinator
Zeitview —London
- £35,000 - £40,000 a year
- Remote
- CRM software
- Spanish
- English
Quick apply
Billing Administrator Brentwood
Nationwide Vehicle Assistance —Brentwood
- £27,271 - £30,985 a year
- Full-time
- Computer literacy
- Analysis skills
- Data entry
- Free parking
- Store discount
Quick apply
9d
Commercial Administrator
Houghton Group —West Hanningfield
- £30,000 - £32,000 a year
- Full-time
- Organisational skills
- Contracts
- IT
- Free parking
- Annual leave
Quick apply
1d
Client Administrator
Seed Environmental —Epping
- £28,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Outlook
- Employee assistance programme
- Life insurance
Quick apply
Client Care Assistant Gravesend
Medivet Group Ltd —Gravesend
- £26,538.48 a year
- Weekend availability
- Front desk
- Annual leave
- Employee discount
1d
Client Services & Operations Manager
Roar Fitness —London
- £30,000 - £35,000 a year
- Weekend availability
- Data analysis skills
- Front desk
- Budgeting
- Health & wellbeing programme
- Gym membership
Quick apply
10d
Commercial Administrator
Blackwell Earthmoving Limited —Chafford Hundred
- £28,000 a year
- Full-time
- Microsoft Powerpoint
- Administrative experience
- Data entry
Quick apply
6d
Client Operations and Scheduling Coordinator
Made Tech —London
- £30,000 - £40,000 a year
- Hybrid work
- Communication skills
- Annual leave
- Flexible schedule
Quick apply
4d
Centre Coordinator
TCHC Group —Basildon
- £24,999 - £25,000 a year
- Administrative experience
- Travel
- Recruiting
- Annual leave
- Employee assistance programme
Quick apply
Admin
Mears Group —Brentwood
- Up to £30,000 a year
- Monday to Friday
- Microsoft Excel
- Customer service
- Microsoft Office
- Annual leave
- Employee discount
Client Care Assistant
Medivet Group Ltd —Borehamwood
- Full-time
- Front desk
- Annual leave
- Employee discount
Collections Administrator
Fair Finance —London
- £28,860 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Time management
- Work from home
- Employee assistance programme
3d
Client Host (6 month FTC)
Hermès Paris —London
- Full-time
- Customer service
- Communication skills
Client Services Coordinator
Volaro Digital —Ingatestone
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- CRM software
- Marketing
- Salesforce
- Work from home
Quick apply
3d

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Client Services Executive

AFH Financial Group -
Bishop's Stortford

Apply Now

Job details

Permanent | Full-time

Benefits

Company pension
Referral programme

Qualifications

Microsoft Word
Investment
Financial Conduct Authority guidelines
Pension
Client engagement
Stakeholder liaison
GCSE
Microsoft Office Suite
Technical support
Continuous improvement
Customer relationship management
Relationship management
Customer support
Financial services
Customer interaction
Financial advisory support experience

Full job description

Annual salary: Competitive Salary and Benefits

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 upminster

Client Services Executive

Full Time CQC Manager and Receptionist Aesthetics Clinic

Service Administrator

Client Services Assistant

Client Placement Specialist

Client Services Coordinator

Customer Support Coordinator

Billing Administrator Brentwood

Commercial Administrator

Client Administrator

Client Care Assistant Gravesend

Client Services & Operations Manager

Commercial Administrator

Client Operations and Scheduling Coordinator

Centre Coordinator

Admin

Client Care Assistant

Collections Administrator

Client Host (6 month FTC)

Client Services Coordinator

I want to receive the latest job alerts for client services in upminster

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