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
- £34,450 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Customer service
- Referral programme
Client Implementation Associate
Aon Corporation —Leeds
- Communication skills
Warehouse Associate
Labcorp —Harrogate
- Overtime
- Warehouse experience
6d
Senior Document Production Associate
Williams Lea —Leeds
- £33,803 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Customer service
- Referral programme
7d
Invoicing Associate - MAT Cover
Selecta —Castleford
- £26,769 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Annual leave
Quick apply
2h
Sales Associate (Key Holder)
TUMI —Leeds
- Part-time
- Sales
- Customer service
- Computer literacy
Administrator
HCLTech —Leeds
- £24,420 - £34,000 a year
- English
- Windows
- Microsoft Office
Quick apply
14d
Employee Benefits Associate Consultant
Aon Corporation —Leeds
- Hybrid work
Trainee Financial Adviser
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Growth Executive
Soar With Us —Leeds
- £52,000 - £62,000 a year
- Full-time
- Remote
- Leadership
- Marketing
- Annual leave
- Life insurance
Quick apply
5d
Process Safety Senior Consultant (Associate)
DEKRA —Leeds
- £70 an hour
- Hybrid work
- Engineering
- Master's degree
- Project management
6d
Employment Associate/Senior Associate
Gateley —Leeds
- Annual leave
- Employee assistance programme
Evaluation Specialist: Associate / Associate Director
Steer —Leeds
- Full-time
- Hybrid work
- Management
- No degree
- Contracts
- Annual leave
- Employee assistance programme
Quick apply
Senior Associate – Professional Risks
Markel Law LLP —Leeds
- Business development
- Communication skills
Quick apply
2d
Agentic AI Professionals - Register Here
Scale Factory —Leeds
- Hybrid work
- AI
12d
Principal / Associate Transport Planner - Leeds
WSP —Leeds
- Part-time
- Hybrid work
- Project management
- Team management
- In-person
- Flexitime
- Work from home
DC Senior Associate
XPS Pensions Group —Leeds
- Full-time
- Microsoft Office
- IT
- Leadership
- Employee discount
- Referral programme
Associate Director - Sports & Major Events
Steer —Leeds
- Full-time
- Hybrid work
- Analysis skills
- Project management
- Travel
- Annual leave
- Employee assistance programme
Quick apply
Graduate Surveyor
Cushman & Wakefield —Leeds
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Quick apply

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client delivery associate jobs near leeds, eng

Client Delivery Associate

The Private Office -
Leeds

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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

Client Implementation Associate

Warehouse Associate

Senior Document Production Associate

Invoicing Associate - MAT Cover

Sales Associate (Key Holder)

Administrator

Employee Benefits Associate Consultant

Trainee Financial Adviser

Growth Executive

Process Safety Senior Consultant (Associate)

Employment Associate/Senior Associate

Evaluation Specialist: Associate / Associate Director

Senior Associate – Professional Risks

Agentic AI Professionals - Register Here

Principal / Associate Transport Planner - Leeds

DC Senior Associate

Associate Director - Sports & Major Events

Graduate Surveyor

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