Client Service Associate

1 month ago


Leeds, Leeds, United Kingdom Progeny Full time
Job Summary

As a Client Executive at Progeny, you will play a vital role in supporting the delivery of exceptional client service. You will work closely with Financial Planners and Paraplanners to ensure seamless task execution and outstanding client outcomes. Your excellent interpersonal and client care skills will enable you to build and maintain strong relationships across the business.

Key Responsibilities
  • Develop a comprehensive understanding of Progeny's offerings, operational processes, and procedures within defined Service Level Agreements (SLAs).
  • Prepare, process, and support new business and the onboarding of new clients; processing and submitting a range of pensions, life assurance, and investment business.
  • Prepare, process, and support the annual review journey.
  • Ensure client data is accurate and up to date on both back office and provider systems.
  • Act as the primary point of contact for clients, addressing their needs and inquiries within documented SLAs.
  • Help to manage planner diaries and organise client meetings when required.
  • Supporting administrative tasks and processes within specialist areas, including Employee Benefits, Final Salary, and Mortgages.

Requirements
  • Experience in a supporting role within a financial service setting.
  • Experience working in a client-facing role.
  • Diploma in Financial Planning or working towards (desirable).
  • Working towards CeMAP (Mortgages; desirable).
  • Comprehensive knowledge of various provider platforms and their transactional requirements.
  • Excellent interpersonal and client care skills.
  • Exceptionally organised and self-directed with strong time management abilities.
  • Thorough understanding of the financial services industry, including regulations.

Benefits
  • 30 days holiday plus public holidays
  • Wellbeing day
  • Birthday holiday
  • Volunteering day
  • Private medical insurance, 24/7 digital GP and health advice
  • Employee assistance programme providing support for your mental and physical health
  • Group pension scheme
  • Life assurance scheme
  • Eyecare vouchers
  • Family leave
  • Hybrid working
  • Referral scheme

About Progeny
We create, enhance, and preserve wealth. We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services. We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser. At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities including Zarach and we have recently achieved the globally recognised B-Corp certification. In 2023, we continued to onboard new team members, resulting in an overall growth of 17%. We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.

  • Leeds, Leeds, United Kingdom BDO UK Full time

    Private Client Services Associate DirectorWe are seeking a highly skilled Associate Director to join our Private Client Team at BDO UK. As a trusted advisor, you will oversee the tax affairs of individuals, families, and entrepreneurs, providing expert guidance and support to help them achieve their goals.Your expertise in Private Client taxation will be...


  • Leeds, Leeds, United Kingdom BDO LLP Full time

    About the RoleWe are seeking a highly skilled Private Client Services Associate Director to join our team at BDO LLP. As a key member of our Private Client Team, you will be responsible for managing funds, businesses, and trusts of individuals, families, and entrepreneurs.You will work closely with our clients to build strong relationships and provide expert...


  • Leeds, Leeds, United Kingdom Irwin Mitchell Full time

    Your RoleWe are seeking an Associate to join our top-tier Private Client team in Leeds, focusing on acting for rural clients. The team advises national clients, including high-profile landed estates and individuals, and trustees of complex trust structures. We provide advice on heritage property, capital tax planning, and structuring for succession and tax...


  • Leeds, Leeds, United Kingdom Interactive Investor Full time

    Company Overview">Interactive Investor is a leading investment platform offering a flat, low monthly fee and access to a wide range of investments.We are seeking an experienced professional to join our team as a Private Client Assistant, working closely with specialist advisers to deliver tax, trust, and succession planning advice and services.The ideal...


  • Leeds, Leeds, United Kingdom Tesco Full time

    About the RoleWe are looking for a talented and enthusiastic Customer Service Associate to join our team at Tesco. As a Customer Service Associate, you will play a vital role in ensuring that our customers receive excellent service and have a great shopping experience.The ideal candidate will have a passion for delivering great customer service and have...


  • Leeds, Leeds, United Kingdom Irwin Mitchell Full time

    About the RoleWe are seeking an Associate to join our top-tier Private Client team in Leeds, focusing on acting for rural clients. The ideal candidate will have a passion for Private Client work and a proven interest in agricultural matters.Your Key ResponsibilitiesManage a varied caseload, advising trustees of high-value private family trusts on trust law,...


  • Leeds, Leeds, United Kingdom Interactive Investor Full time

    At Interactive Investor, we're committed to delivering exceptional service to our clients. As a Private Client Assistant, you'll play a vital role in helping us achieve this goal.The ideal candidate will have experience in paralegal or legal secretarial work and a keen interest in developing their skills within our Private Client Services team. You'll work...


  • Leeds, Leeds, United Kingdom Tapestry, Inc. Full time

    Job SummaryThe Sales and Service Associate will contribute to achieving store goals in sales, productivity, and service by utilizing Kate Spade selling skills and service training. The successful candidate will be responsible for meeting personal sales and productivity goals, delivering service that meets or exceeds expectations, and representing Kate Spade...


  • Leeds, Leeds, United Kingdom Schroders Personal Wealth Full time

    Job Description:The Client Services Analyst - Specialist role at Schroders Personal Wealth is a dynamic position that requires exceptional client service skills. The successful candidate will be responsible for delivering high-quality client service by handling a variety of client requests efficiently and accurately. This may involve case management for...


  • Leeds, Leeds, United Kingdom The Progeny Group Full time

    Client Service SpecialistAs a Client Service Specialist at The Progeny Group, you will play a vital role in supporting our Financial Planners and Paraplanners to deliver exceptional client outcomes. With excellent interpersonal and client care skills, you will build and maintain strong relationships across the business, ensuring outstanding standards of...


  • Leeds, Leeds, United Kingdom Schroders Personal Wealth Full time

    Job DescriptionThe Client Services Analyst - Specialist role is a key position within Schroders Personal Wealth, responsible for delivering exceptional client service by handling a variety of client requests efficiently and accurately.Key Responsibilities:Client Support: Provide professional and empathetic support to clients, ensuring their needs are met...


  • Leeds, Leeds, United Kingdom Schroders Personal Wealth Full time

    In this role, you will play a vital part in delivering exceptional client service by effectively handling a variety of client requests. Your expertise will be crucial in case management for bereavement and powers of attorney cases, SIPP servicing, and account closures. You will have a strong client-centric mindset and approach whilst ensuring all activities...


  • Leeds, Leeds, United Kingdom beBee Professionals Full time £20,000 - £25,000

    As a Customer Service Associate at beBee Professionals, you will play a key role in delivering exceptional customer service and supporting the store's day-to-day operations in Leeds, United Kingdom.Key Responsibilities:Greet and assist customers with product selection.Provide product knowledge and advice to customers.Operate the cash register and handle...


  • Leeds, Leeds, United Kingdom ICS Full time

    Job DescriptionSenior Account ManagerWe are looking for a talented Digital Client Growth Specialist to join our team at ICS-digital. This is an excellent opportunity for someone with experience in client-facing roles, particularly in digital marketing agencies.As a key member of our central Client Services function, you will be responsible for identifying...


  • Leeds, Leeds, United Kingdom Michael Page (UK) Full time

    About Our ClientMichael Page (UK) is proud to partner with a leading creative agency that excels in insight-driven marketing strategies for entertainment, retail, consumer durables, and FMCG clients.As the Client Services Director, you will report to the Founder and play a key role in driving the growth of key accounts and new business.Oversee all client...


  • Leeds, Leeds, United Kingdom RPS Group Full time

    At RPS Group, we're seeking an experienced Associate Director of Data and GIS Services to join our dynamic team. As a key member of our Ecology GIS team, you'll play a crucial role in driving digital transformation and innovation across the business.Key Responsibilities:Lead the Ecology GIS team to deliver high-quality support for our clients, including...


  • Leeds, Leeds, United Kingdom The Talent Crowd Full time

    About the RoleWe are seeking a skilled Private Client Solicitor to join our successful team in Leeds City Centre. The ideal candidate will have a strong background in managing private client matters, including wills, probate, lasting powers of attorney, estate administration, and court of protection.Key ResponsibilitiesManage a portfolio of private client...


  • Leeds, Leeds, United Kingdom Halfords Group PLC Full time

    As a Customer Service Associate, you will be responsible for delivering exceptional customer service, fitting car parts and cycle repair services, and working on a varied rota including weekends. You will be based in our Pontefract store, West Yorkshire, and will work closely with our team to ensure that customers receive the best possible service.To succeed...


  • Leeds, Leeds, United Kingdom Realm Recruit Full time

    A highly respected firm in Leeds is seeking a Private Client Lawyer to manage a mixed caseload and support clients with services including will drafting, estate administration, trust creation and administration.In return for your expertise and commitment, you'll receive a top-of-market salary, with numerous attractive benefits encompassing home working...


  • Leeds, Leeds, United Kingdom Hotel Du Vin Full time

    We are seeking a skilled Food and Beverage Service Associate to join our team at Hotel Du Vin. As a key member of our hospitality operations, you will be responsible for delivering exceptional customer service and ensuring a seamless dining experience for our guests.Key responsibilities include:Providing attentive and courteous service to customers in a...