Client Delivery Associate - Back-Office & Onboarding

The Private Office LLP; Leeds; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services firm in Leeds is seeking a Client Delivery Associate (CDA) to provide full administrative support and ensure effective delivery for clients. Key responsibilities include managing pipeline activities, processing new business, and supporting client onboarding. The ideal candidate will have strong operational experience in the financial sector, excellent communication skills, and proficiency in Microsoft Office. This full-time role offers a variety of benefits including a company bonus scheme and private healthcare.

Benefits

Company discretionary bonus scheme

Private Healthcare

24 holidays increasing to 26

Group Income Protection

Wellbeing programme

Full support with professional qualifications

Qualifications

• Experience in a client-facing administrative role.
• Strong attention to detail.
• Ability to manage multiple tasks efficiently.

Responsibilities

• Provide full back office support for the Client.
• Manage and track pipeline activity.
• Process new business and other advice.
• Support New Client Onboarding processes.
• Maintain the CRM system (CURO).
• Process client invoices.

Skills

Strong operational experience within the Financial Services Industry

Proficient IT skills in core Microsoft Office systems

Organisation and prioritisation skills

Excellent verbal and written communication skills

Professional telephone manner

Job description

A leading financial services firm in Leeds is seeking a Client Delivery Associate (CDA) to provide full administrative support and ensure effective delivery for clients. Key responsibilities include managing pipeline activities, processing new business, and supporting client onboarding. The ideal candidate will have strong operational experience in the financial sector, excellent communication skills, and proficiency in Microsoft Office. This full-time role offers a variety of benefits including a company bonus scheme and private healthcare.