Client Services Advisor

11 hours ago

Wimborne, United Kingdom The Affinity Group Full time

Job description

The Affinity Group is a vibrant, diverse and growing group of professional services companies, representing a wealth of opportunity for ambitious individuals looking to be a part of our journey. Our sociable team has grown to 70+ people spread across 3 offices in Hampshire and Dorset and we have just relaunched our group with an exciting new name, brand and core values

We are looking for an exceptional Client Services Advisor to join our friendly crew.

**About the job**

Working within a small team of Client Services colleagues, and reporting in to the Head of Client Services, this is a pivotal roles for our business. Your day to day work would include:

- On-boarding new clients and guiding them through their first days and weeks using our services
- Performing Anti Money Laundering checks on clients and collating records
- Managing client documentation and postal records
- Obtaining agent authority with HMRC for all clients
- Logging company changes with HMRC and Companies House
- Training and development of new team members

**About you**

People and Culture are the two most important aspects of our work here at The Affinity Group. We look for super stars in the making to reward well and promote internally. So, if you have the following skills and experience you might be the one for us:

- A strong background in customer service and the drive to go above and beyond to provide an exceptional service
- Competent and able to use Microsoft packages
- Enjoy working in a dynamic and fast paced office environment
- A strong communicator with a high level of professionalism, attention to detail and accuracy
- Commercially aware and able to understand the business impact of your role and actions
- Self motivated and proactive, confident and well organised
- Aligned with our core values of putting clients first, thinking big, working as a team and acting with integrity

We deal with financial services and the financial records of our clients, so the professionalism and integrity of our client facing teams is incredibly important.

**Salary and benefits**

We expect our people to work hard, and in return, we take care of them, offering some excellent staff benefits including:
25 days holiday from day 1 (plus the option to buy and sell holiday)
- Private medical cover and death in service cover
- Duvet days
- Company pension scheme
- Discounted gym membership
- Free lunch Friday once a month
- A great social calendar with monthly activities, weekends away, weekly pub trips and parties twice a year
- Free Financial advice (pensions, mortgages, investments etc)

Our hours are 9am-5.15pm Monday to Friday and this job is full-time and permanent.

**Job Types**: Full-time, Part-time, Permanent

**Salary**: Up to £22,000.00 per year

**Benefits**:

- Additional leave
- Casual dress
- Private medical insurance
- Referral programme

Schedule:

- Monday to Friday

Work Location: One location

Reference ID: SGCF1122

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