Client Support Associate Job at The Private Office (Leeds)

Client Support Associate

The Private Office

Location:
United Kingdom , Leeds

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

Save Job

Apply Position

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.

Job Responsibility:

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
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

Requirements:

Ideally some experience within financial service but not essential
Excellent Administrator with great attention to detail
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

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:
February 18, 2026

Employment Type:

Fulltime

Work Type:

Hybrid work

The Private Office - All Job Offers

Job Link Share: