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Client Delivery Associate

The Private Office

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Location:
United Kingdom, Leeds

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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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.

Job Responsibility:

  • 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

Requirements:

  • Strong operational experience within the Financial Services Industry is desired
  • 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
What we offer:
  • Company discretionary bonus scheme
  • 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

Additional Information:

Job Posted:
December 12, 2025

Work Type:
Hybrid work
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