Yolk is seeking a proactive and detail-oriented Client Service Administrator to join a dynamic Financial Services team. This is a fantastic opportunity for a highly motivated professional to support business partners with client administration and ensure a seamless client experience. 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 professionally.
* 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:
1. Ideally welsh speaker
2. Excellent communication and interpersonal skills-you'll represent the business with professionalism.
3. Highly organised with strong attention to detail and the ability to manage multiple tasks.
4. IT proficient, including experience with Microsoft Office.
5. A positive, can-do attitude with a proactive approach to problem-solving.
6. Ability to handle sensitive information with d...