Client Delivery Associate

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 ...

Ready to Apply?

Submit your application today and join our talented team at The Private Office LLP.