Client Support Associate

The Private Office LLP; Leeds; On-site; GBP 20,000 - 25,000; Full time

Job summary

A financial services organization in Leeds seeks an Administrator to support various tasks including data management, liaising with providers, and client reviews. The ideal candidate will have excellent organizational skills, attention to detail, and proficiency in Microsoft Office. This full-time position includes benefits such as a discretionary bonus scheme and private healthcare after a qualifying period.

Benefits

Company discretionary bonus scheme

Full-time hours, Monday to Friday

24 holidays, increasing to 26

Private Healthcare after qualifying period

Group Income Protection

Life Assurance

Eye Care Scheme

Wellbeing programme

Bike to Work Scheme

Support with professional qualifications

Qualifications

• Experience within financial services is ideal but not essential.
• Excellent administrative skills with attention to detail.
• Proficient IT skills and organization abilities.

Responsibilities

• Maintain accuracy of client data and manage tasks in Curo.
• Liaise with product providers to obtain accurate policy information.
• Support client review processes and handle disengagement requests.
• Conduct market research for annuity comparisons.

Skills

Attention to detail

Proficient in Excel

Organizational skills

Verbal communication skills

Written communication skills

Tools

Microsoft Office

Job description

To provide centralised support for a variety of tasks, incorporating valuations, collation of policy information, liaising with external providers as well as additional support services to data and reporting across Central Services Department and, in turn, deliver a professional, compliant, effective administration service to our clients, colleagues and third-party organisations.

Responsibilities

• Maintain the accuracy of client data held on Curo, to include input and cleansing as appropriate.
• Manage all allocated tasks e.g. Curo and queries in a timely, compliant manner, meeting agreed performance standards in line with team SLA’s. This includes and is not limited to:
  • Valuations – Standard & Bespoke
  • Letters of Authority
  • Disengagements
  • Policy Information forms
• Contact and liaise with relevant product providers/third parties to obtain accurate policy information
• Support with existing client review processes including liaison with advisers for meeting bookings, data cleansing with updates to Curo as required.
• Handle all client disengagement requests in a timely, compliant and efficient manner that will meet the agreed performance standards.
• Undertake whole of market research for both standard and enhanced annuity comparisons
• Preparation and collation of policy information forms in line with requirements of the Advice Delivery team.
• Bespoke valuation requirements for high net worth clients, not limited to Family Office Proposition, but in line with these requirements.
• Preparation and issuing of Letters of Authority for both new and existing clients, ensuring these are processed in line with team SLA’s and where required liaison with clients, colleagues or third parties.
• Complete project related activities or general tasks as instructed by your line manager or senior colleagues and follow through to completion dealing with any queries that arise from these activities.
• Develop and maintain effective relationships with colleagues and third parties.
• Provide recommendations/improvement ideas to increase operational efficiencies within the team.

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;
• Wellbeing programme;
• Bike to Work Scheme;
• Full support with professional qualifications;
  *after qualifying period

Knowledge, Skills and Experience

• Ideally some experience within financial service but not essential.
• We are looking for an excellent Administrator with great attention to detail and a good level of Excel.
• Proficient IT skills in core Microsoft Office systems.
• Organisation and prioritisation skills.
• Excellent verbal and written communication skills with an eye for detail.
• Professional telephone manner.