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- Tasks: Join us as a Client Delivery Associate, providing essential admin support and managing client relationships.
- Company: The Private Office is a dynamic financial services firm based in Leeds, dedicated to client satisfaction.
- Benefits: Enjoy a bonus scheme, private healthcare, 24 holidays, and support for professional qualifications.
- Why this job: Be part of a friendly team, develop your skills, and make a real impact on clients' lives.
- Qualifications: Strong operational experience in financial services and proficient IT skills are preferred.
- Other info: Full-time hours with a supportive work culture and opportunities for growth.
The predicted salary is between 30000 - 42000 £ per year.
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
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Client Delivery Associate employer: The Private Office LLP
Contact Detail:
The Private Office LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Delivery Associate
✨Tip Number 1
Familiarise yourself with the Curo system, as it's a key part of the role. Understanding how to navigate and manage tasks within this platform will give you a significant advantage during the interview process.
✨Tip Number 2
Highlight your experience in the Financial Services Industry. Be prepared to discuss specific examples of how you've provided administrative support or managed client relationships in previous roles.
✨Tip Number 3
Demonstrate your organisational skills by preparing a mock task list or workflow that showcases how you would manage multiple client requests efficiently. This will show your potential employer that you can handle the demands of the role.
✨Tip Number 4
Practice your communication skills, both verbal and written. Since the role requires liaising with clients and third parties, being able to convey information clearly and professionally is crucial.
We think you need these skills to ace Client Delivery Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administrative support and the financial services industry. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your organisational skills, attention to detail, and ability to manage multiple tasks. Mention specific examples of how you've successfully supported clients or managed projects in the past.
Highlight Relevant Skills: Emphasise your proficiency in Microsoft Office and any CRM systems you have used. Discuss your communication skills and how they have helped you build relationships with clients and colleagues.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at The Private Office LLP
✨Showcase Your Organisational Skills
As a Client Delivery Associate, you'll need to demonstrate strong organisational and prioritisation skills. Be prepared to discuss specific examples from your past experiences where you successfully managed multiple tasks or projects simultaneously.
✨Highlight Your Communication Abilities
Excellent verbal and written communication skills are crucial for this role. During the interview, make sure to articulate your thoughts clearly and provide examples of how you've effectively communicated with clients or colleagues in previous positions.
✨Familiarise Yourself with CURO
Since the role involves using the CURO system, it would be beneficial to research and understand its functionalities. If possible, mention any experience you have with similar CRM systems during the interview to show your readiness to adapt.
✨Demonstrate Your Attention to Detail
Attention to detail is key in ensuring compliance and accuracy in financial services. Prepare to discuss situations where your attention to detail made a significant impact, such as catching errors or improving processes.
