client services administrator Work, Jobs in winnersh, brk (with Salaries)

Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Client Services Administrator
AFH Wealth Management Cookham —Maidenhead
- £24,420 - £32,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Work from home
Quick apply
Client Services Administrator
Everywhen, part of the Ardonagh Group —Wokingham
- £25,000 a year
- Microsoft Excel
- Customer service
- Organisational skills
4d
Operations Administrator
Huntress —Wokingham
- £26,000 - £28,000 a year
- Organisational skills
- Communication skills
9d
Imaging Administrator
Spire Healthcare —Reading
- Part-time
- Customer service
- Annual leave
- Employee assistance programme
4d
Facilities Administrator
NAB-Jones Lang LaSalle Services —Winnersh
- Part-time
- Customer service
- Computer literacy
- Microsoft Office
Quick apply
Client Account Administrator
Communications Solutions UK —Reading
- £26,000 - £30,000 a year
- Salesforce
- Microsoft Office
- Administrative experience
- Employee discount
Quick apply
7d
Sales Office Administrator
ERS Recruiting Ltd —Maidenhead
- £38,000 - £42,000 a year
2d
Works Planner/Administrator
Ph Water & Air Technologies —Bracknell
- Full-time
- Customer service
- Time management
Quick apply
Professional Services Administrator
Infor —Farnborough
- Full-time
- Microsoft Powerpoint
- Word processing
- Administrative experience
1d
Sales Administrator
Aura Futures Ltd —Reading
- £28,000 - £30,000 a year
- Full-time
- Hybrid work
- Customer service
- Administrative experience
- Organisational skills
Quick apply
1d
Client Administrator UK (On Call, Full-Time)
Telemedicine Clinic —Reading
- Weekend availability
- Microsoft Excel
- English
- IT
Receptionist / Administrator (London Heathrow)
Health Partners —London
- Up to £28,860 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Free parking
- Annual leave
Contact Centre Administrator
Sureserve —Uxbridge
- £26,227.50 a year
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
- Annual leave
- Employee assistance programme
Quick apply
Bookings Administrator - Travel & Experiences
Exceed Group —East Molesey
- £25,000 - £35,000 a year
- Full-time
- Hospitality
- Customer service
- Hotel
- Profit sharing
- Employee discount
Quick apply
23h
Administrator - Entry Level
Faith Recruitment —Guildford
- Up to £25,000 a year
- Microsoft Office
- Office experience
3d
Payroll Administrator
Numbers Limited —Wendover
- £28,000 - £30,000 a year
- Overtime
- In-person
- Communication skills
- Tax experience
- Health & wellbeing programme
Quick apply
Customer Service Advisor/Administrator
Green Motion Car and Van Rental —Princes Risborough
- From £21,000 a year
- Part-time
- Microsoft Word
- English
- Data entry
- Free parking
- Health & wellbeing programme
Quick apply
1d
Branch Administrator
TBC —Slough
- £25,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
Office Administrator
MAK Electrical Solutions Ltd —Send
- £24,800 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
2d

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Client Services Administrator

AFH Financial Group -
Cookham

Apply Now

Job details

Full-time

Benefits

Company pension

Full job description

Client Services Administrator

An opportunity to join our AFH Wealth Management Cookham team.

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 with hybrid working. And in return, you will receive a competitive salary and range of benefits.

The purpose of this role is to provide comprehensive support to the efficient operation of the business and excellent service to the clients of the firm in the administrative processes through the careful submission of transactions and documentation with continuing maintenance of investments. This role centralises around providing support to paraplanners and advisers by arranging the completion of necessary instructions, in addition to the end clients.

As our Client Services Administrator, you will typically:

Maintaining client records on both internal and external platforms
Assist in ensuring that all client files are accurate and compliant
Organising and pre-populating client documentation for account setups and transactions
Processing instructions on behalf of clients, such as creating new accounts, fund switches, withdrawal of income and contributions to client plans, death claims and leavers
Calculating performance fees and providing information for Accounts to produce client invoices
Monitoring group inboxes and responding to client enquiries
Additional administration duties where needed, which may include answering incoming calls, downloading call recordings, and scanning incoming post etc.
Adhere to the Company’s service levels according to its established procedures.

What we are looking for in our ideal Client Services Administrator:

Ability to work with team members and completing tasks standalone
Ability to understand processes & document controls
Confident in becoming a point of contact for clients and providers in relation to queries
Proven efficient administration skills
An awareness of the FCA Handbook sufficiently to be able to comply with regulations, relying on their own knowledge or on their ability to recognize when they will need specialist support (desirable).

Benefits and Perks at AFH

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance.
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 as well as death-in-service benefit.

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 email the People Resourcing team via [email protected] if you have any queries.

We look forward to hearing from you!

Apply Now

Refine Your Search

client services administrator jobs in winnersh, brk

Client Services Administrator

Client Services Administrator

Client Services Administrator

Operations Administrator

Imaging Administrator

Facilities Administrator

Client Account Administrator

Sales Office Administrator

Works Planner/Administrator

Professional Services Administrator

Sales Administrator

Client Administrator UK (On Call, Full-Time)

Receptionist / Administrator (London Heathrow)

Contact Centre Administrator

Bookings Administrator - Travel & Experiences

Administrator - Entry Level

Payroll Administrator

Customer Service Advisor/Administrator

Branch Administrator

Office Administrator

I want to receive the latest job alerts for client services administrator in winnersh, brk

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