Hybrid Client Support Specialist – Cardiff (PT/FT)

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

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.