teamtailor
Client Delivery Associate
The Private Office
Leeds, GBR
Full-time
Entry
Hybrid
Discovered 1 weeks ago
Microsoft OfficeCuroCRM
Free
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Microsoft OfficeCuroCRM
Key Skills for This Role
Microsoft OfficeCuroCRM
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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;
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