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 generous holiday allowance.
- Other info: Full support for professional qualifications and a vibrant work culture.
- Why this job: Make a real difference by supporting clients and enhancing their experience.
- Qualifications: Strong operational experience in financial services and excellent communication skills.
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 in Leeds employer: The Private Office
Join an award-winning team as a Paraplanner, where you will thrive in a supportive and collaborative work culture that prioritises professional growth and employee wellbeing. Enjoy a true hybrid working model, competitive benefits including a discretionary bonus scheme, private healthcare, and a commitment to your ongoing professional development. With a focus on quality and accuracy, you'll be part of a high-performing team dedicated to delivering exceptional client service in a dynamic environment.
StudySmarter Expert Advice🤫
We think this is how you could land Client Delivery Associate in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the hunt for a Client Delivery Associate role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to client delivery and administrative support. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your skills effectively.
✨Tip Number 3
Don’t forget to research the company culture and values of The Private Office. This will help you tailor your responses during interviews and show that you’re genuinely interested in being part of their team.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, it shows your enthusiasm for the role and the company. Let’s get you that Client Delivery Associate position!
We think you need these skills to ace Client Delivery Associate in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Delivery Associate role. Highlight your relevant experience in administration and financial services, and don’t forget to showcase your IT skills and attention to detail!
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Use it to express why you’re excited about joining The Private Office and how your skills align with the responsibilities of the role. Keep it friendly and professional!
Showcase Your Communication Skills:Since excellent verbal and written communication is key for this role, make sure your application reflects that. Use clear language, check for typos, and ensure your tone matches the friendly vibe we’re looking for.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our team!
How to prepare for a job interview at The Private Office
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial services industry. Understand the role of a Client Delivery Associate and be ready to discuss how your skills align with the responsibilities listed in the job description.
✨Showcase Your Communication Skills
Since excellent verbal and written communication is key for this role, prepare examples of how you've effectively communicated in previous positions. Think about times when you had to liaise with clients or colleagues and how you ensured clarity and professionalism.
✨Demonstrate Your Organisational Skills
Be ready to talk about 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 like client onboarding or processing new business.
✨Build Rapport
During the interview, aim to establish a friendly connection with your interviewer. Since the role requires developing effective relationships with clients and colleagues, showing your personable side can make a great impression.
