Client Services Administrator - Cardiff, United Kingdom - Yolk Recruitment Ltd

Yolk Recruitment Ltd

Verified Company

Cardiff, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Location:
Cardiff

Sector:

Office Support & HR

Job type:

Permanent

Salary:

£ £ per annum

Contact:

Charlotte Singleton

Job ref:

BBBH32472_

Published:

14 minutes ago

Expiry date:

26 May 2023

Client Service Administrator

As a Client Service Administrator, you'll be:

Supporting the financial advisors with all administrative tasks to support with client communication.
Representing the business with the highest level of professionalism
Answering calls and handling client queries
Managing client financial information and documents
Responsible for maintaining internal systems in line with GDPR and FCA regulations.
Drafting client responses and tracking followup actions
Completing required training and staying informed of regulatory changes in financial services

The experience and skills you will bring to the role:

Exceptional interpersonal and communication skills
Positive, proactive in your approach with a "cando" attitude.
Excellent IT skills including Microsoft Office and Excel.
Strong organizational and planning skills; prioritising workload
Excellent attention to detail and numeracy skills
Ability to handle sensitive information with discretion.
Ability to think creatively and add value to a growing business.

What you'll get in return:

Salary £25,000 £30,000k DOE
21 days leave plus bank holidays, plus your birthday off
Professional development and training courses encouraged and paid for
Pension support and advice, great employer contribution
Central Cardiff location, easy transport links nearby.
Supportive but small team to work alongside, feel recognised and be rewarded.

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