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 —Leeds
- £26,666.67 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Customer service
- Referral programme
11h
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
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Presentations Associate
Williams Lea —Leeds
- £28,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Referral programme
10d
Event Planner
Restaurant Associates —Leeds
- £29,080.40 a year
- Full-time
- CAD
- Salesforce
- Microsoft Office
- Annual leave
- Employee assistance programme
8d
Residential Development Senior Associate
Gateley —Leeds
- Sales
- Annual leave
- Employee assistance programme
Technical Support Specialist
Beckman Coulter Diagnostics —York
- Full-time
- Remote
- Engineering
- English
- Bachelor's degree
- Annual leave
Associate Director - FM Operational Readiness
Turner & Townsend —Leeds
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Resolution Co-Ordinator
MillerKnoll —Harrogate
- Full-time
- Hybrid work
- CRM software
- Customer service
- ERP systems
6d
Principal Consultant / Associate Director - Smart Buildings (Building Intelligence) - London / Birmingham / Manchester / Leeds / Bristol
Turner & Townsend —Leeds
- Full-time
- No degree
- Travel
- Mentoring
Quick apply
13d
Corporate Tax Assistant Manager - North
KPMG —Leeds
- Full-time
- Accounting
- Tax experience
Software Developers in Test - Register Here
Scale Factory —Leeds
- Hybrid work
- Java
- JavaScript
- AI
Solutions Analyst
TransUnion —Leeds
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Employee stock purchase plan
- Annual leave
Senior Associate (Manager), ICE – Restructuring & Insolvency
Alvarez and Marsal —Leeds
- Full-time
- Microsoft Word
- Microsoft Excel
- Management
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
Sales Associate (Key Holder)
TUMI —Leeds
- Part-time
- Sales
- Customer service
- Computer literacy
14d
Senior / Associate Project Manager, Healthcare, Built Environment Consultancy
Ridge & Partners LLP —Leeds
- Full-time
- Project management
- Organisational skills
- Communication skills
Senior Associate (Manager), ICE – Restructuring & Insolvency
Alvarez & Marsal —Leeds
- Microsoft Word
- Microsoft Excel
- Management
Catastrophic Injury - Team Leader
Minster Law —Wakefield
- £70,000 - £90,000 a year
- Remote
- Mentoring
- Leadership
- Annual leave

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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

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

Financial Planning Administrator

Presentations Associate

Event Planner

Residential Development Senior Associate

Technical Support Specialist

Associate Director - FM Operational Readiness

Resolution Co-Ordinator

Principal Consultant / Associate Director - Smart Buildings (Building Intelligence) - London / Birmingham / Manchester / Leeds / Bristol

Corporate Tax Assistant Manager - North

Software Developers in Test - Register Here

Solutions Analyst

Senior Associate (Manager), ICE – Restructuring & Insolvency

Senior Paid Social Manager

Sales Associate (Key Holder)

Senior / Associate Project Manager, Healthcare, Built Environment Consultancy

Senior Associate (Manager), ICE – Restructuring & Insolvency

Catastrophic Injury - Team Leader

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

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