Kyc Work, Jobs in Leeds, Eng (with Salaries)

Client Delivery Associate
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- IT
- Financial services
14d
Legal Administrator
The Progeny Group Limited —Leeds
- Up to £25,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Quick apply
Compliance Analyst - Special Projects
Maples Group - Legal Services —Leeds
- Organisational skills
- Communication skills
- Health & wellbeing programme
- Life insurance
Managing Partner
Scientific Lab Supplies —York
- £25,000 - £36,000 a year
- Full-time
- Hospitality
- Customer service
- Supervising experience
- Profit sharing
Quick apply
Business Solutions Manager
PKF Littlejohn —Leeds
- Full-time
- Accounting
- QuickBooks
- Financial services
- Annual leave
Client Implementation Associate
Aon Corporation —Leeds
- Communication skills
Junior Enterprise Partner Manager
SmartSearch —Ilkley
- Full-time
- Hybrid work
- Sales
- APIs
- Negotiation
- Employee assistance programme
Quick apply
Technical Product Manager
SmartSearch —Ilkley
- Full-time
- Hybrid work
- Analysis skills
- APIs
- Agile
- Employee assistance programme
Quick apply
Sales Director - Asset Management (New Business)
UST —Leeds
- Sales
- Master's degree
- Business development
Quick apply
Underwriter – Development Finance
CRS Ltd —Leeds
- Hybrid work
- Communication skills
6d

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Legal Administrator Leeds
Bevan Brittan —Leeds
Processing incoming requests via the departmental inboxes. Electronic filing using our document management system. Compiling electronic bundles for court.
Legal Administrator
The Progeny Group Limited —Leeds
You'll work closely with experienced professionals, helping them stay focused on delivering outstanding outcomes for clients while developing your own skills…
Up to £25,000 a year
Quick apply

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Client Delivery Associate

The Private Office -
Leeds

Apply Now

Job details

Full-time
14 days ago

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

kyc jobs in leeds, eng

Client Delivery Associate

Legal Administrator

Compliance Analyst - Special Projects

Managing Partner

Business Solutions Manager

Client Implementation Associate

Junior Enterprise Partner Manager

Technical Product Manager

Sales Director - Asset Management (New Business)

Underwriter – Development Finance

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