Client services manager Work, Jobs in Westbury On Trym, Bst (with Salaries)

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Business Development Manager (Maritime)
CGI —Chippenham
- Full-time
- Sales
- Business development
- Presentation skills
Quick apply
Sector Client Director - Healthcare
BAM UK & Ireland —Patchway
- Presentation skills
- No degree
- Travel
- Annual leave
Account Manager
SOUTHERN COMMUNICATIONS LIMITED —Bristol
- £32,500 a year
- Full-time
- Driving
- In-person
- Free parking
- Employee assistance programme
Quick apply
Head of Business Development
On Site Security Ltd —Bristol
- £20 an hour
- Full-time
- Hybrid work
- Sales
- Business development
- Driving
- Free parking
- Health & wellbeing programme
Quick apply
5d
Fleet Business Development Manager
Vertu Motors —Newport
- £40,000 a year
- Full-time
- Sales
- Business development
- Communication skills
Quick apply
Business Development Executive
Kidwells Solicitors —Bristol
- From £26,500 a year
- Full-time
- Sales
- Microsoft Office
- IT
- Free parking
Quick apply
6d
Project Coordinator
Osprey Group —Avonmouth
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Annual leave
- Employee assistance programme
5d
Account Manager and Onboarding Specialist
BCA —Cardiff
- £30,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Senior Capture Manager
AIRBUS Defence and Space Limited —Newport
- Full-time
- Hybrid work
- Sales
- Travel
- Free parking
- Employee assistance programme
Guest Services Manager
Mitie —Cardiff
- £17.23 an hour
- Full-time
- Microsoft Outlook
- Administrative experience
- Human resources
7d
Distribution Administrator
Travail-Hiredonline —Bristol
- £26,000 a year
- Monday to Friday
- Administrative experience
2d
Joinery Office Manager
Hawker Joinery —Frome
- Full-time
- CAD
- English
- Microsoft Office
- Free parking
- Sick pay
Quick apply
3d
Sales & Strategic Account Manager
Unitary Engineering Services Ltd —Bristol
- £35,000 a year
- Full-time
- Microsoft Powerpoint
- Salesforce
- Business development
- Free parking
Quick apply
3d
Framework Manager
Assystem —Bristol
- In-person
Associate Project Manager
KBR —Bristol
- Full-time
- Hybrid work
- SharePoint
- Time management
5d
Customer Service Team Leader
Ayvens —Bristol
- £32,000 - £38,000 a year
- Full-time
- Management
- Microsoft Office
- Organisational skills
- Free parking
- Annual leave
Senior Consultant: Project Controls / Planning
i3Works —Bristol
- £45,000 - £65,000 a year
- Hybrid work
- Business development
- Project management
- Agile
- Annual leave
- Life insurance
12d
Helpdesk Manager
CBRE GWS —Newport
- £36,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Management
- Free parking
Quick apply
13d
Regional Guest Services Supervisor
Mitie —Bristol
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Management
- Annual leave
4d

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client services manager jobs near westbury on trym, bst

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 westbury on trym, bst

Client Services Manager

Business Development Manager (Maritime)

Sector Client Director - Healthcare

Account Manager

Head of Business Development

Fleet Business Development Manager

Business Development Executive

Project Coordinator

Account Manager and Onboarding Specialist

Senior Capture Manager

Guest Services Manager

Distribution Administrator

Joinery Office Manager

Sales & Strategic Account Manager

Framework Manager

Associate Project Manager

Customer Service Team Leader

Senior Consultant: Project Controls / Planning

Helpdesk Manager

Regional Guest Services Supervisor

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