Client Support Associate

The Private Office

Leeds, United Kingdom
On-site
Maintain client data accuracy
Timely and compliant task management
Liaise with product providers
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

Job Summary

  • 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.
  • Manage all allocated tasks e.g. Curo and queries in a timely, compliant manner, meeting agreed performance standards in line with team SLAs.
  • Benefits include a company discretionary bonus scheme, 35 hours per week, 24 holidays (increasing to 26) plus Christmas shut down, private healthcare, and support with professional qualifications.

Matching Summary

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.

Skills & Requirements

Must-have

  • Maintain client data accuracy
  • Timely and compliant task management
  • Liaise with product providers
  • Excellent verbal and written communication
  • Professional telephone manner
  • Good level of Excel proficiency

Nice-to-have

  • Improve operational efficiencies
  • Develop effective relationships
  • Experience within financial services

Key Requirements

  • Proficient IT skills in core Microsoft Office
  • Organisation and prioritisation skills

Work Rights

Not specified

Tailored Resume

Cover Letter