Client associate Work, Jobs in Bradford (with Salaries)

Client Delivery Associate
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- IT
- Financial services
Sales Associate
Coach —Leeds
- £28,080 - £30,000 a year
- Part-time
- Sales
- Social media management
- English
- Employee discount
Sales Associate
Michael Kors —Leeds
- £26,000 - £33,500 a year
- Part-time
- Sales
- Communication skills
6d
Customer Service Representative
Conduent Public Sector UK Limited —Leeds
- £24,784.50 - £25,272.00 a year
- Full-time
- Communication skills
- Annual leave
4d
Document Production Associate
Williams Lea —Middleton Park
- £25,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Customer service
- Referral programme
Quick apply
09 Senior Associate - SE - Field Service
Nilfisk Ltd —Bradford
- No weekends
- Customer service
- Maintenance
- Annual leave
- Employee discount
Quick apply
14d
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Workplace Solutions - Plan Management Associate/Analyst
JPMorganChase —Leeds
- Full-time
- Microsoft Word
- Communication skills
11d
Trusts Associate
Irwin Mitchell —Leeds
- Analysis skills
Sales Associate (Key Holder)
TUMI —Leeds
- Part-time
- Sales
- Customer service
- Computer literacy
Payments Administrator
StepChange —Leeds
- £25,124 a year
- Full-time
- Hybrid work
- Microsoft Word
- Data entry
Quick apply
7d
Proposal Associate
Fortrea —Leeds
- Full-time
- Microsoft Word
- Microsoft Outlook
- Customer service
7h
Resolution Co-Ordinator
MillerKnoll —Harrogate
- Full-time
- Hybrid work
- English
- Continuous improvement
- Organisational skills
11d
Event Planner
Restaurant Associates —Leeds
- £29,080.40 a year
- Full-time
- Annual leave
- Employee assistance programme
13d
JUNIOR SALES CONSULTANT
Verisure Services (UK) Limited —Leeds
- £3,800 a month
- Full-time
- Sales
- Driving
Quick apply
Associate Partner - Executive Search
JL&P —Leeds
- From £26,500 a year
- Full-time
- Sales
- Business development
- Bachelor's degree
- Employee discount
- Gym membership
Quick apply
Workspace Sales Coordinator
Wizu Workspace —Leeds
- £28,000 a year
- Full-time
- Customer service
- Travel
- Time management
- Employee discount
- Referral programme
Quick apply
11d
Associate Team Leader
Minster Law —Wakefield
- £60,000 - £75,000 a year
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
1st/2nd Line IT Support - £27,000-£34,000
Humnize —Wetherby
- £27,000 - £34,000 a year
- Rotating shift
- Azure
- Computer networking
- Linux
- Free parking
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

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client associate jobs near bradford

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 associate jobs in bradford

Client Delivery Associate

Sales Associate

Sales Associate

Customer Service Representative

Document Production Associate

09 Senior Associate - SE - Field Service

Financial Planning Administrator

Workplace Solutions - Plan Management Associate/Analyst

Trusts Associate

Sales Associate (Key Holder)

Payments Administrator

Proposal Associate

Resolution Co-Ordinator

Event Planner

JUNIOR SALES CONSULTANT

Associate Partner - Executive Search

Workspace Sales Coordinator

Associate Team Leader

1st/2nd Line IT Support - £27,000-£34,000

Business Development Manager

I want to receive the latest job alerts for client associate in bradford

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