Description
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:
Ideally welsh speaker
Excellent communication and interpersonal skills-you’ll represent the business with professionalism.
Highly organised with strong attention to detail and the ability to manage multiple tasks.
IT proficient, including experience with Microsoft Office.
A positive, can-do attitude with a proactive approach to problem-solving.
Ability to handle sensitive information with discretion.
A creative thinker who can add value to a growing business.What you’ll get in return:
£26,000
Mon-Friday 9-5 PM
Opportunities to attend company events and be part of exciting socials.
Be part of graduate training programmes with recognised provider.
Christmas Shutdown
Pension support and advice from internal advisors.If you’re a reliable, motivated, and detail-oriented individual who is eager to grow your career with a dynamic and growing Financial Services company, then this is the opportunity for you
