Client Service Administrator

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!