Client Support Executive

Yolk Recruitment; Pontypridd; On-site; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Salary up to 30k

Bonus scheme

Pension

25 days annual leave + bank holidays

Death in service benefit

Progression routes

Job summary

Yolk Recruitment is seeking a Client Support Executive in Pontypridd to join a busy, office-based team. You will support Relationship Managers and help clients move through the lending process, ensuring accurate records and strong service levels throughout the journey.

Ideal candidates will have admin experience in finance or legal settings, strong numeracy, attention to detail, and excellent communication. The role offers progression and pension benefits within a collaborative environment.

Qualifications

• Previous admin experience within finance or a legal setting would be ideal.
• Strong numerical and analytical skills.
• Excellent attention to detail and accuracy.
• Strong written and verbal communication skills.
• Ability to manage a busy workload and multiple cases simultaneously.
• Good time management and organisational skills.
• A self-motivated approach with the ability to work independently.
• The confidence to build positive relationships with customers and external stakeholders.
• A collaborative approach to working with colleagues across different teams.
• An interest in developing a career within financial services and property finance.

Responsibilities

• Support Relationship Managers with client cases from enquiry to completion.
• Review financial information including credit searches, bank statements, financial accounts, property valuations and business appraisals.
• Manage a high-volume pipeline of cases while following service standards and lending policies.
• Build strong working relationships with brokers, customers, surveyors, solicitors and internal teams.
• Liaise with credit risk, finance, administration and other teams to satisfy lending requirements.
• Handle telephone and email enquiries professionally and efficiently.
• Ensure regulatory, compliance and internal policy requirements are followed.
• Check the accuracy and authenticity of client information and maintain detailed case records.
• Update and maintain accurate information on the company's case management system.
• Communicate information clearly to relevant stakeholders.
• Maintain awareness of fraud prevention and associated risks.
• Provide consistently high levels of customer service throughout the lending process.

Skills

Numerical and analytical skills

Attention to detail

Written and verbal communication

Time management

Self-motivation

Relationship building

Job description

Client Support Executive

Pontypridd - Office-based
Up to 30,000
Full-time, Permanent

About the Role

Yolk Recruitment is supporting a growing financial services business in Pontypridd with the recruitment of a Client Support Executive.

This is an excellent opportunity for someone looking to develop their career within property finance and financial services. You will join a busy, customer-focused team, initially working closely with Relationship Managers to support clients throughout the lending process.

You'll play an important role in ensuring cases progress smoothly, providing excellent customer service and maintaining strong relationships with clients, brokers and other professional contacts.

Key Responsibilities

• Support Relationship Managers with the management of client cases from initial enquiry through to completion.
• Review and interpret key financial information, including credit searches, bank statements, financial accounts, property valuations and business appraisals.
• Manage a high-volume pipeline of cases while ensuring service standards and lending policies are followed.
• Build strong working relationships with brokers, customers, surveyors, solicitors and internal teams.
• Liaise with credit risk, finance, administration and other teams to ensure all lending requirements are satisfied.
• Handle telephone and email enquiries professionally and efficiently.
• Ensure all regulatory, compliance and internal policy requirements are followed.
• Check the accuracy and authenticity of client information and maintain detailed case records.
• Update and maintain accurate information on the company's case management system.
• Communicate information clearly and effectively to relevant internal and external stakeholders.
• Maintain an awareness of fraud prevention and associated risks.
• Provide consistently high levels of customer service throughout the lending process.

Experience

• Previous admin experience within finance or a legal setting would be ideal.
• Strong numerical and analytical skills.
• Excellent attention to detail and accuracy.
• Strong written and verbal communication skills.
• The ability to manage a busy workload and multiple cases simultaneously.
• Good time management and organisational skills.
• A self-motivated approach with the ability to work independently.
• The confidence to build positive relationships with customers and external stakeholders.
• A collaborative approach to working with colleagues across different teams.
• An interest in developing a career within financial services and property finance.

Benefits

• Basic Salary up to 30k
• Company bonus scheme
• Company pension
• 25 days' annual leave plus bank holidays, increasing with length of service
• Death in service benefit
• Multiple progression routes within the business