Client Delivery Associate – Financial Services Back Office

The Private Office LLP; Leeds; On-site; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Discretionary bonus

Full-time hours (35 per week)

Holiday entitlement (24-26 days + Xmas

Private healthcare

Group income protection

Life assurance

Eye care scheme

Wellbeing programme

Bike to work

Support with professional quals

Job summary

The Private Office LLP in Leeds is seeking a professional, friendly administrator to join our team as a Client Delivery Associate (CDA). You will provide full administrative support and business processing to deliver a compliant and effective service for our clients and advisers.

You will work from Tasks in CURO, manage pipeline activity, handle New Business processing, client onboarding, client reviews, and liaise with product providers.

Qualifications

• Experience in financial services operations or back-office support.
• Proficient with MS Office (Word, Excel, Outlook).
• Strong organisational and prioritisation abilities with attention to detail.
• Excellent verbal and written communication skills; professional telephone manner.

Responsibilities

• Provide full back-office support for the client and advisers.
• Track pipeline activity and report progress to the CDA Team Leader.
• Process New Business on CURO and third-party platforms.
• Handle amendments, trading actions, withdrawals and related tasks.

Skills

Financial services experience

MS Office proficiency

Organisation & prioritisation

Communication skills

Telephone manner

Job description

The Private Office LLP in Leeds is seeking a professional, friendly administrator to join our team as a Client Delivery Associate (CDA). You will provide full administrative support and business processing to deliver a compliant and effective service for our clients and advisers.

You will work from Tasks in CURO, manage pipeline activity, handle New Business processing, client onboarding, client reviews, and liaise with product providers.