At a Glance
- Tasks: Provide top-notch admin support and manage client processes in a dynamic team.
- Company: Join a friendly and professional team at The Private Office in Leeds.
- Benefits: Enjoy a competitive salary, bonus scheme, private healthcare, and 24+ holidays.
- Other info: Great opportunities for professional development and a supportive work environment.
- Why this job: Make a real difference by supporting clients and enhancing their experience.
- Qualifications: Experience in financial services and strong IT skills are preferred.
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.
Client Delivery Associate Client Delivery · Leeds · employer: The Private Office LLP
As a Trainee Financial Adviser at TPO Wealth, you will join a dynamic and supportive team dedicated to your professional growth. With a structured training plan, mentorship from experienced advisers, and a range of benefits including private healthcare and a company pension scheme, TPO Wealth fosters a culture of excellence and continuous development. Located in a vibrant area, this role offers the unique opportunity to engage directly with clients while building the skills necessary to become a Chartered Financial Adviser.
StudySmarter Expert Advice🤫
We think this is how you could land Client Delivery Associate Client Delivery · Leeds ·
✨Tip Number 1
Get to know the company! Research The Private Office and understand their values and services. This will help you tailor your approach during interviews and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Practice makes perfect! Prepare for common interview questions related to client delivery and administration. Role-play with a friend or use online resources to boost your confidence and refine your answers.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a thank-you email to express your appreciation for the opportunity. It’s a simple gesture that can leave a lasting impression and keep you top of mind.
We think you need these skills to ace Client Delivery Associate Client Delivery · Leeds ·
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your operational experience in the Financial Services Industry and any relevant IT skills. We want to see how you can bring value to our team!
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Use it to showcase your personality and explain why you're the perfect fit for the Client Delivery Associate role. Don’t forget to mention your excellent communication skills and attention to detail.
Showcase Relevant Experience:When filling out your application, be sure to include specific examples of your previous administrative support roles. We love seeing how you've managed tasks effectively and built relationships with clients and colleagues.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at The Private Office LLP
✨Know Your Stuff
Make sure you understand the role of a Client Delivery Associate inside out. Familiarise yourself with the responsibilities listed in the job description, especially around managing tasks in Curo and supporting client onboarding. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Communication Skills
Since excellent verbal and written communication is key for this role, prepare to demonstrate these skills during the interview. Think of examples where you've effectively communicated with clients or colleagues, and be ready to discuss how you maintain professionalism over the phone and in writing.
✨Be Organised
The job requires strong organisational skills, so come prepared with a plan for how you manage your time and prioritise tasks. You might want to share specific tools or methods you use to stay organised, especially when handling multiple tasks or deadlines.
✨Build Rapport
As a Client Delivery Associate, building relationships is crucial. During the interview, try to connect with your interviewers by being personable and friendly. Show them that you can develop effective relationships with clients and colleagues, which is essential for success in this role.
