Client Services

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