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Permanent

Client Support Executive

Yolk Recruitment
Pontypridd
money-bag £30000 Annual
Posted: 02 October 2026 (3 weeks ago)
Closing date: 01 November 2026
Ref: 3186959263

Client Support ExecutivePontypridd - Office-based Up to 30,000 Full-time, PermanentAbout the RoleYolk 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 ResponsibilitiesSupport 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 ..... full job details .....

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