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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.
- 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!
