Client Support Assistant

Client SupportLocation: 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 RoleAs 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 ..... full job details .....