Client delivery associate Work, Jobs in Leeds, Eng (with Salaries)

Client Delivery Associate
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- IT
- Financial services
Document Production Associate
Williams Lea —Middleton Park
- £25,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Customer service
- Referral programme
Quick apply
Intensive Supervision Court Key Worker
Together Women —Leeds
- £29,113 a year
- Full-time
- Microsoft Office
- Administrative experience
- Mentoring
- Employee assistance programme
- Sick pay
Quick apply
12d
Presentations Associate
Williams Lea —Leeds
- £28,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Referral programme
2d
Sales Associate (Key Holder)
TUMI —Leeds
- Part-time
- Sales
- Customer service
- Computer literacy
6d
Warehouse Associate
Labcorp —Harrogate
- Overtime
- Warehouse experience
Event Planner
Restaurant Associates —Leeds
- £29,080.40 a year
- Full-time
- CAD
- Salesforce
- Microsoft Office
- Annual leave
- Employee assistance programme
8h
Recruitment (Executive Search) Project Support (6 month FTC)
Gatenby Sanderson Ltd —Leeds
- £28,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Communication skills
- Work from home
- Sick pay
Quick apply
8d
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Associate Team Leader
Minster Law —Wakefield
- £60,000 - £75,000 a year
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Solutions Analyst
TransUnion —Leeds
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Employee stock purchase plan
- Annual leave
Mental Health Trainer
Unmasked Mental Health —Halifax
- £30,000 a year
- Part-time
- Microsoft Office
- Business development
- First Aid Certification
Quick apply
4d
Client Implementation Associate
Aon Corporation —Leeds
- Communication skills
Associate Director - FM Operational Readiness
Turner & Townsend —Leeds
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Software Developers in Test - Register Here
Scale Factory —Leeds
- Hybrid work
- Java
- JavaScript
- AI
Process Safety Senior Consultant (Associate)
DEKRA —Leeds
- £70 an hour
- Hybrid work
- Engineering
- Master's degree
- Project management
Technical Support Specialist
Beckman Coulter Diagnostics —York
- Full-time
- Remote
- Engineering
- English
- Bachelor's degree
- Annual leave
Senior Paid Social Manager
Soar With Us —Leeds
- £45,000 - £52,000 a year
- Full-time
- Remote
- Project management
- Mentoring
- Organisational skills
- Annual leave
- Life insurance
Quick apply
Assistant Project Manager/ Project Manager (Water Sector)
AECOM —Leeds
- Full-time
- Hybrid work
- Engineering
- Project management
- Organisational skills
Residential Development Senior Associate
Gateley —Leeds
- Sales
- Annual leave
- Employee assistance programme

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Client Delivery Associate

The Private Office -
Leeds

Apply Now

Job details

Full-time

Benefits

Cycle to work scheme
Private medical insurance

Qualifications

Microsoft Office
IT
Financial services
Communication skills

Full job description

The Private Office is looking for a professional, friendly and personable administrator to join our team in Leeds. As a Client Delivery Associate (CDA) you will provide full administrative support and business processing to deliver a professional, compliant and effective service for our clients and advisers.

Responsibilities

You will primarily work from Tasks in Curo that will be managed by your CDA Team Leader based on capacity and skill set. Tasks will be processed effectively and accurately, within agreed SLAs, and can include but is not limited to, the following responsibilities;

Providing full back office support for the Client.
Manage and track pipeline activity providing regular progress updates through the back office system
New Business processing including managing the activity on Curo and setting up/placing business on third party platforms/providers
Processing of other Advice such as amendments to existing investments or playing trades, withdrawals etc.
Supporting the New Client Onboarding process by completing any Curo updates or tasks as required.
Supporting the Client Review process by completing any pre or post meeting tasks or actions as required.
Contact and liaise with relevant product providers/third parties.
Maintain the CRM system (CURO) to ensure that KYC information for clients is entered fully and accurately
Process and issue client invoices including adviser charging arrangements and liaise with the Finance team to chase overdue payments
Ensure that all tasks on CURO are completed in line with company policy and procedures
Develop and maintain effective relationships with clients, colleagues and third parties.
Assess client file documents in accordance with compliance requirements, identifying and correcting remedial actions as required.

Benefits

Company discretionary bonus scheme;
Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
Private Healthcare;
Group Income Protection;
Life Assurance;
Eye Care Scheme;
Wellbeing programme;
Bike to Work Scheme;
Full support with professional qualifications;

after qualifying period

Knowledge, Skills and Experience

Strong operational experience within the Financial Services Industry is desired
Proficient IT skills in core Microsoft Office systems
Organisation and prioritisation skills.
Excellent verbal and written communication skills with an eye for detail
Professional telephone manner

Apply Now

Refine Your Search

client delivery associate jobs in leeds, eng

Client Delivery Associate

Document Production Associate

Intensive Supervision Court Key Worker

Presentations Associate

Sales Associate (Key Holder)

Warehouse Associate

Event Planner

Recruitment (Executive Search) Project Support (6 month FTC)

Financial Planning Administrator

Associate Team Leader

Solutions Analyst

Mental Health Trainer

Client Implementation Associate

Associate Director - FM Operational Readiness

Software Developers in Test - Register Here

Process Safety Senior Consultant (Associate)

Technical Support Specialist

Senior Paid Social Manager

Assistant Project Manager/ Project Manager (Water Sector)

Residential Development Senior Associate

I want to receive the latest job alerts for client delivery associate in leeds, eng

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