Client Delivery Associate

at  The Private Office

KNOWLEDGE, SKILLS & EXPERIENCE

• Strong operational experience within the Financial Services industry.
• 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.
• Organisation and prioritisation skills.
• Excellent verbal and written communication skills with an eye for detail.
• Professional telephone manner

THE ROLE

Your role will be to assist our Financial Advisers by providing full administrative support and maintaining close contact with our clients to deliver a professional, compliant and effective service.

KEY RESPONSIBILITIES

• To be the first point of contact for clients.
• Provide an excellent telephone-based service to clients both external and internal together with third party providers.
• Arrange client meetings to support allocated adviser(s).
• Ensure that financial transactions are completed correctly and files are fully FCA compliant.
• Manage and track pipeline activity providing regular progress updates to both client and adviser(s).
• Complex technical new business processing i.e Defined Benefit transfers, specialised investments.
• Contact and liaise with relevant product providers/third parties.
• Liaise with clients, solicitors and accountants as necessary in order to obtain relevant information and resolve queries.
• 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 requested.
• Be aware and act upon any compliance, risk and quality issues.
• Provide recommendations/improvement ideas to increase operational efficiencies within the team.