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

Client Delivery Associate
The Private Office —Leeds
- Full-time
- Hybrid work
- CRM software
- Computer skills
- Communication skills
Document Production Associate
Williams Lea —Middleton Park
- £25,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Customer service
- Referral programme
Quick apply
Associate Planner, OOH
Talon Outdoor —York
- £55,000 - £65,000 a year
- Basic maths
- Data analysis skills
- Microsoft Office
Event Planner
Restaurant Associates —Leeds
- £29,080.40 a year
- Full-time
- Annual leave
- Employee assistance programme
Supply Chain and Logistics Associate
Paul Smith —York
- £70,000 - £80,000 a year
- Organisational skills
- Leadership
- Communication skills
- Annual leave
- Employee discount
Client Manager
TransUnion —Leeds
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Time management
- Employee stock purchase plan
- Annual leave
1d
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- CRM software
- Maths
- Mentoring
- Employee assistance programme
- Referral programme
Quick apply
Residential Development Senior Associate
Gateley —Leeds
- Business development
- Annual leave
- Employee assistance programme
Associate Team Leader
Minster Law —Wakefield
- £60,000 - £75,000 a year
- Full-time
- Remote
- Microsoft Word
- Travel
- Training & development
3d
Senior Facilities Manager
BNP Paribas —Leeds
- Full-time
- Management
- Customer service
- Computer literacy
- Annual leave
- Employee discount
Resolution Co-Ordinator
MillerKnoll —Harrogate
- Full-time
- Hybrid work
- English
- Continuous improvement
- Organisational skills
Advertising and Marketing Associate Professional
MAQMUS LTD —Batley
- £30,000 - £38,000 a year
- Full-time
- Marketing
- Bachelor's degree
- In-person
- Free parking
- Work from home
Quick apply
2d
Associate Director - FM Operational Readiness
Turner & Townsend —Leeds
- Full-time
- Management
- Business development
- No degree
Quick apply
Solutions Analyst
TransUnion —Leeds
- Full-time
- Microsoft Word
- Software troubleshooting
- Software development
- Employee stock purchase plan
- Annual leave
IT Support Engineer
ITWiser LLP —Guiseley
- £26,000 - £32,000 a year
- Full-time
- Customer service
- Travel
- Mentoring
- Free parking
- Life insurance
Quick apply
8d
Technical Support Specialist
Beckman Coulter Diagnostics —York
- Full-time
- Remote
- CRM software
- Engineering
- English
- Annual leave
Economic Development Consultant
Cushman & Wakefield —Leeds
- Hybrid work
- Analysis skills
- Business
- Communication skills
Quick apply
Product Manager
TransUnion —Leeds
- Full-time
- Product management
- Communication skills
Assistant Project Manager/ Project Manager (Water Sector)
AECOM —Leeds
- Full-time
- Hybrid work
- Engineering
- Business development
- Mentoring
Associate Director Advisory
Aqua Consultants —Leeds
- Full-time
- Remote
- Business development
- Mentoring
- Annual leave
- Employee assistance programme
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 delivery associate jobs in leeds, wyk

Client Delivery Associate

Document Production Associate

Associate Planner, OOH

Event Planner

Supply Chain and Logistics Associate

Client Manager

Financial Planning Administrator

Residential Development Senior Associate

Associate Team Leader

Senior Facilities Manager

Resolution Co-Ordinator

Advertising and Marketing Associate Professional

Associate Director - FM Operational Readiness

Solutions Analyst

IT Support Engineer

Technical Support Specialist

Economic Development Consultant

Product Manager

Assistant Project Manager/ Project Manager (Water Sector)

Associate Director Advisory

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

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