Client Support Assistant

Yolk Recruitment; Cardiff; Hybrid; GBP 18,000 - 30,000; Full time

Benefits offered by this job

Hybrid working

Cardiff-based role

Training and development opportunities

Job summary

Yolk Recruitment is working with a growing financial services business in Cardiff to recruit a Client Support professional. The role involves day-to-day administrative and client support within a small, developing team.

This is ideal for an experienced Administrator, PA or Client Services professional seeking variety and growth, with training provided and a hybrid working pattern in Cardiff.

Qualifications

• Experience in administration or client services.
• Financial services experience would be advantageous but is not essential.
• Attention to detail and a high level of accuracy.
• Problem-solving and initiative.
• Ability to work independently.
• Strong IT skills including Microsoft 365.
• Excellent customer service and ability to build relationships with clients.
• Strong written and verbal communication skills.
• Good literacy and numeracy.
• Strong organisation, planning and time-management.
• Confidence communicating with clients and colleagues by phone and email.
• Discretion handling confidential information.

Responsibilities

• Provide high-quality administrative and client support.
• Manage diaries, appointments, and general office administration.
• Act as a point of contact for clients and third parties by phone and email.
• Greet clients visiting the Cardiff office.
• Maintain information on the CRM system.
• Prepare documentation ahead of client meetings.
• Produce and issue client communications (letters, emails and forms).
• Process new business submissions using specialist software.
• Prepare suitability letters and supporting documentation.
• Ensure client cases and submissions are processed timely.
• Collate and maintain company and client data.
• Provide additional administrative support to senior team members.
• Support general office administration and order supplies.

Skills

Administration

Client services

Diary management

CRM awareness

Microsoft 365

Customer service

Communication skills

Time management

Tools

Microsoft 365

Job description

Client Support

Location: Cardiff (Hybrid)
Salary: Up to £30,000
Working pattern: Full-time or part-time

Yolk Recruitment is working with a growing financial services business in Cardiff to recruit a Client Support professional.

This is a great opportunity for an experienced Administrator, PA or Client Services professional looking for a varied position within a small and growing team.

You'll provide day-to-day administrative and client support, working closely with senior members of the business while also acting as a key point of contact for clients and third parties.

Previous financial services experience would be beneficial but is not essential, with training provided for the right person.

The Role

As part of the Client Support team, your responsibilities will include:

• Providing high-quality administrative and client support.
• Managing diaries, appointments and general office administration.
• Acting as a point of contact for clients and third parties, handling enquiries by phone and email.
• Meeting and greeting clients visiting the Cardiff office.
• Managing and maintaining information on the company's CRM system.
• Preparing documentation ahead of client meetings.
• Producing and issuing client communications, including letters, emails and forms.
• Completing follow-up notes and administration after client meetings.
• Supporting the submission and processing of new business using specialist software.
• Preparing basic suitability letters and supporting documentation.
• Ensuring client cases and business submissions are processed accurately and within the required timescales.
• Collating and maintaining company and client data.
• Providing additional administrative support to senior members of the business when required.
• Supporting general office administration, including ordering supplies and keeping the office organised.

What We're Looking For

To be considered for this Client Support position, you should have:

• Previous experience within administration, client services, PA support or a similar office-based role.
• Financial services experience would be advantageous but is not essential.
• Strong attention to detail and a high level of accuracy.
• Good problem-solving skills and the confidence to use your own initiative.
• The ability to work independently and manage your own workload.
• Strong IT skills, including Microsoft 365, with the ability to learn new systems and specialist software.
• Excellent customer service skills and the ability to build professional relationships with clients.
• Strong written and verbal communication skills.
• Good literacy and numeracy skills.
• Strong organisation, planning and time-management skills.
• Confidence communicating with clients, colleagues and third parties by telephone and email.
• A professional approach with the ability to handle confidential information discreetly.

What's on Offer?

• Salary of up to £30,000, depending on experience.
• Full-time or part-time hours available.
• Hybrid working.
• Cardiff-based role.
• Training and development opportunities.
• The opportunity to join a growing business and play an important part in supporting its clients and wider team.