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Client Business Assoicate

3 months ago

Leeds, Leeds, United Kingdom The Private Office Full time
We are looking for a positive team member with drive, ambition, and a strong work ethic.


You will be working as part of a productive, high performing team to provide full support to the within the Client Delivery Team by providing full administrative support and maintaining close contact with our Advisers to deliver a professional, compliant and effective service.


Responsibilities

  • Processing all CAP (Centralised Advice Process), SAP (Simplified Advice Process) and Execution only business, ensuring transactions and fees are implemented correctly, with an excellent eye for detail.
  • Manage and track pipeline activity providing regular progress updates to both client and adviser(s).
  • Ensure that financial transactions are completed correctly and files are fully FCA compliant.
  • Process and issue client invoices including adviser charging arrangements and liaise with the Finance team to chase overdue payments.
  • Provide an excellent telephonebased service to clients both external and internal together with third party providers.
  • Contact and liaise with relevant product providers/third parties.
  • Maintain the CRM system (CURO) to ensure that information for clients is entered fully and accurately.
  • 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 requested.
  • Be aware and act upon any compliance, risk and quality issues.
  • 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

  • A desire to further develop knowledge and to undertake relevant examinations to support understanding within the role.
  • Proficient IT skills in core Microsoft Office systems.
  • Good administrative skills
  • Organisation and prioritisation skills.
  • Excellent verbal and written communication skills with an eye for detail.
  • Professional telephone manner