Yolk Recruitment is seeking a dynamic individual to join a client services team within a financial services client. This role is key to providing administrative support to 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 your skill set.
What You'll Be Doing:
* Providing administrative support to financial advisors.
* 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, keeping records up to date.
* Drafting client correspondence and tracking necessary actions.
What We're Looking For:
* Experience of administrative tasks.
* Experience in a customer service setting.
* Welsh Speaker (Desirable).
What You'll Get in Return:
* Salary of £26,000.
* Working hours are Monday-Friday 9-5pm in the office.
* Opportunities to attend company events and be part of exciting socials.
* Be part of recognized training programmes.
* Holiday allowance which includes Christmas Shutdown.
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