Yolk Recruitment is seeking a dynamic individual to join a client services team within financial services. This is a fantastic opportunity for a highly energetic and motivated candidate to support business partners with client administration and ensure a seamless client experience.
We are open to hearing from graduates; with full training and support, you'll develop your skills and have opportunities to grow within the company.
What You'll Be Doing:
* Providing administrative support to financial advisors, ensuring smooth client communication.
* Acting as the first point of contact for clients - answering calls, handling queries, and greeting visitors.
* Managing client meetings, taking notes, preparing documents, and ensuring timely follow-ups.
* Handling and maintaining client financial information.
* Drafting client correspondence and tracking necessary actions.
* Maintaining internal systems and keeping client records up to date.
What We're Looking For:
* Experience of administrative tasks.
* Experience in customer service/hospitality.
* Welsh Speaker (Desirable).
What you'll get in return:
* Salary of £26,000.
* Working hours are Mon-Friday 9-5 PM.
* Opportunities to attend company events and be part of exciting socials.
* Be part of recognised training programmes.
* Holiday allowance which includes Christmas Shutdown.
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