Client Delivery Associate

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. - Co...