Client services Work, Jobs in Wimbish, Ess (with Salaries)

Client Services Executive
AFH Financial Group —Bishop's Stortford
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Business Development & Sales Coordinator
Mezz Floors UK Limited —Haverhill
- From £30,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Business development
- Free parking
Quick apply
Client Relationship Manager (Maternity Cover)
Source Facilties Maintenance Limited —Bishop's Stortford
- Up to £40,000 a year
- Temporary
- Hybrid work
- CRM software
- Maintenance
- Administrative experience
Quick apply
2d
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
Office Manager - Monday to Friday 40 hours per week
Pure Service Cambridge Ltd —Cambridge
- £35,000 - £40,500 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
6d
Trainee Psychological Well-being Practitioner
Cambridgeshire and Peterborough NHS Foundation Trust —Cambridge
- £28,392 - £31,157 a year
- Full-time
- University
7d
Travel Consultant
Trailfinders —Chelmsford
- £44,000 - £49,000 a year
- Sales
Employee Support Officer
Giant Group —Chelmsford
- £24,750 a year
- Full-time
- Hybrid work
- Customer service
- English
- Microsoft Office
- Health & wellbeing programme
- Annual leave
Quick apply
3h
Administrative Assistant
Cambridge Management and Leadership School —Cambridge
- From £816 a month
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
13d
Events Assistant
Event - All Saints Hotel —Bury St. Edmunds
- £12.71 - £13.00 an hour
- Full-time
- Customer service
- Organisational skills
- In-person
Quick apply
1d
Travel Sales Consultant
Trailfinders —Cambridge
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Complaints Handler
AXA —Haverhill
- Up to £26,299 a year
- Monday to Friday
- Analysis skills
- Financial services
- Communication skills
10d
Client Services Support & Repairs Officer
North Hertfordshire District Council —Letchworth
- £13.94 - £15.61 an hour
- Call to connect
- Hybrid work
- Windows
- Organisational skills
- Communication skills
10d
Finance Assistant (part-time)
Property Solutions Group —Earls Colne
- £17,000 - £19,000 a year
- Part-time
- In-person
- Annual leave
Quick apply
8d
Retail Merchandiser
eXPD8 —Barnardiston
- £12.71 an hour
- Part-time
- Customer service
- Merchandising
- Communication skills
- Referral programme
Client Care Advisor
Vets for Pets —Colchester
- £26,500 - £28,500 a year
- Part-time
- Organisational skills
- Communication skills
- Annual leave
- Employee discount
Will Writing & Estate Planning Advisor - | Full Training |
Westminster Law ltd —Bury St. Edmunds
- £49,500 a year
- Full-time
- Hybrid work
- Google Suite
- Sales
- Microsoft Office
- Work from home
Quick apply
Stores Team Leader
JMC Aviation —Saffron Walden
- Monday to Friday
- Management
- Customer service
- Administrative experience
Contact Centre Agent (Evenings and Weekends)
Pinnacle Group —Chelmsford
- £12.71 an hour
- Temporary
- Customer service
- Communication skills
- Employee discount
Quick apply
Customer Experience Executive
Step Change Outsourcing —Stevenage
- From £25,610.65 a year
- Full-time
- Microsoft Powerpoint
- Sales
- Customer service
- Free parking
- Profit sharing
Quick apply

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client services jobs near wimbish, 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 wimbish, ess

Client Services Executive

Business Development & Sales Coordinator

Client Relationship Manager (Maternity Cover)

Client Services Coordinator & Operations

Office Manager - Monday to Friday 40 hours per week

Trainee Psychological Well-being Practitioner

Travel Consultant

Employee Support Officer

Administrative Assistant

Events Assistant

Travel Sales Consultant

Complaints Handler

Client Services Support & Repairs Officer

Finance Assistant (part-time)

Retail Merchandiser

Client Care Advisor

Will Writing & Estate Planning Advisor - | Full Training |

Stores Team Leader

Contact Centre Agent (Evenings and Weekends)

Customer Experience Executive

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

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