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

Client Delivery Associate
The Private Office —Leeds
- Full-time
- Hybrid work
- CRM software
- Computer skills
- Communication skills
Payments Administrator
StepChange —Leeds
- £25,124 a year
- Full-time
- Hybrid work
- Microsoft Word
- Data entry
Quick apply
13d
Workspace Sales Coordinator
Wizu Workspace —Leeds
- £28,000 a year
- Full-time
- Customer service
- Travel
- Time management
- Employee discount
- Referral programme
Quick apply
Document Production Associate
Williams Lea —Middleton Park
- £25,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Customer service
- Referral programme
Quick apply
Customer Service Representative
Conduent Public Sector UK Limited —Leeds
- £24,784.50 - £25,272.00 a year
- Full-time
- Communication skills
- Annual leave
10d
Counter - Associate Tech Lead
Counter —Leeds
- £50,000 - £54,000 a year
- Full-time
- Hybrid work
- Travel
- Mentoring
- Agile
- Annual leave
- Employee assistance programme
Quick apply
3d
Trusts Associate
Irwin Mitchell —Leeds
- Analysis skills
Business Development Manager
Commercial —Leeds
- Up to £45,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Business development
- Work from home
- Employee assistance programme
Quick apply
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Leeds
- £3,800 a month
- Full-time
- Sales
Quick apply
Associate - Corporate
Hill Dickinson LLP —Leeds
- Full-time
- Business development
- Organisational skills
- Contracts
7d
Commercial Litigation - Associate
Pinsent Masons —Leeds
- Full-time
- Business development
- Organisational skills
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- CRM software
- Maths
- Mentoring
- Employee assistance programme
- Referral programme
Quick apply
Senior Associate - Employment
Mills & Reeve —Leeds
- Business development
- Communication skills
- Time management
Commercial Disputes Associate
Walker Morris LLP —Leeds
- Full-time
- Hybrid work
- Analysis skills
- Annual leave
11d
Senior Associate
Horwich Farrelly Solicitors —Leeds
- Business development
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
4h
Associate Climate Change Risks
WTW —Leeds
- Full-time
- Hybrid work
- Data analysis skills
- Business development
- Analysis skills
- Annual leave
- Employee assistance programme
11d
Employee Benefits Associate Consultant
Aon Corporation —Leeds
- Hybrid work
- Business development
Event Planner
Restaurant Associates —Leeds
- £29,080.40 a year
- Full-time
- Annual leave
- Employee assistance programme
Associate, Casualty & Corporate Claims, 3+ PQE
Kennedys Law —Leeds
- Hybrid work
- Analysis skills
- Communication skills
JUNIOR SALES CONSULTANT
Verisure Services (UK) Limited —Leeds
- £3,800 a month
- Full-time
Quick apply

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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

CRM software
Stakeholder liaison
Microsoft Office Suite
Sales pipeline
Computer skills
Communication skills
Client onboarding compliance checks
Progress tracking

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 services associate jobs in leeds, eng

Client Delivery Associate

Payments Administrator

Workspace Sales Coordinator

Document Production Associate

Customer Service Representative

Counter - Associate Tech Lead

Trusts Associate

Business Development Manager

JUNIOR SALES ADVISOR

Associate - Corporate

Commercial Litigation - Associate

Financial Planning Administrator

Senior Associate - Employment

Commercial Disputes Associate

Senior Associate

Associate Climate Change Risks

Employee Benefits Associate Consultant

Event Planner

Associate, Casualty & Corporate Claims, 3+ PQE

JUNIOR SALES CONSULTANT

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

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