Customer Services Executive

Yolk Recruitment are Seeking a Customer Services Executive

Are you an organised and customer-focused professional looking to take the next step in your career? A well-established property finance company is seeking a Customer Services Executive to join their dynamic team in Cardiff. This is an exciting opportunity to be part of a growing business that provides tailored financial solutions.

As a key member of a small, dedicated team, you will be the first point of contact for clients, handling inbound enquiries and using proactive outbound strategies to convert leads. While no prior financial experience is required, a willingness to learn is essential.

What you'll be doing:

• Speaking with clients, responding to inbound and outbound enquiries via multiple communication channels.
• Gathering details and referring them to the appropriate adviser.
• Maintaining accurate client records
• Proactively liaise with clients, lenders, solicitors, and other parties to progress applications smoothly.
• Compliance & Quality Control: Adhere to FCA regulations, manage client expectations, and discuss any compliance issues with advisers.

What experience you will bring to the role:

• Customer-Focused experience: Confident in building relationships and providing excellent service.
• Clear and professional verbal and written skills, with confidence in handling client interactions.
• Ability to manage multiple tasks efficiently while maintaining accuracy.
• Admin Expertise: Experience handling documentation, updating records, and using CRM systems.

What you will get in return:

• Salary: £31,000
• Working hours- Monday-Friday 9-5.30pm, Fully Onsite
• Holiday: 22 days annual leave, plus 8 bank holidays.
• Benefits: Free on site parking, on site gym and coffee shop, company pension