Client Delivery Associate - Financial Services Back Office

Posted 2 hours 56 minutes ago by The Private Office LLP

Permanent
Full Time
Other
Yorkshire, Leeds, United Kingdom, LS1 8
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.