Client Services Executive

Yolk Recruitment are Seeking a Client 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 Client 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:

• Client Interaction: Handle and respond to inbound and outbound enquiries via multiple communication channels.
• Call Management: Answer calls from new and existing clients, gathering details and referring them to the appropriate adviser.
• CRM & Documentation: Maintain accurate client records, ensure compliance, and package cases correctly before submission.
• Process Management: 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.
• Relationship Building: Provide excellent communication and support throughout the lending process to ensure a positive client experience.

What experience you will bring to the role:

• Strong Communication: Clear and professional verbal and written skills, with confidence in handling client interactions.
• Organisational Skills: Ability to manage multiple tasks efficiently while maintaining accuracy.
• Admin Expertise: Experience handling documentation, updating records, and using CRM systems.
• Attention to Detail: Ensuring accuracy in data entry, compliance, and client information.
• Tech-Savvy: Proficient in Microsoft Office and comfortable using bespoke systems.
• Team Player: Proactive, self-motivated, and able to collaborate effectively.
• Customer-Focused: Confident in building relationships and providing excellent service.
• Financial Knowledge (Advantageous): Experience with mortgages, finance, or underwriting is beneficial but not essential.

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