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Yolk Recruitment is seeking a dynamic individual to join a client services team within 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 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 recognised training programmes
- Holiday allowance which includes Christmas Shutdown
