Business Support Coordinator
2 months ago
About the Role
We are seeking a highly organized and detail-oriented Client Support Associate to join our Private Client service line. As a key member of our team, you will provide seamless, effective, and proactive administrative support to our Financial Planners and internal departments.
Key Responsibilities
- Liaise with Financial Planners, internal departments, and providers to ensure efficient processing of investment applications and client trade instructions.
- Collaborate with the team to create files, accurately record and maintain client data on Intelligent Office.
- Develop and maintain strong relationships with clients, internal stakeholders, and external partners.
Requirements
- Advanced MS Office skills, specifically Word, Excel, and PowerPoint, and previous experience with Intelligent Office.
- Some recent evidence of administration training or experience.
- Excellent communication and collaboration skills, both verbally and in writing.
- Flexible and able to work effectively under pressure, managing conflicting priorities and expectations.
About Mazars
Mazars is a global leader in audit, tax, and consulting services. We are committed to providing our clients with exceptional service and expertise. Our team in Poole is dedicated to supporting businesses and individuals along the south coast and beyond.
Our Culture
We value diversity, inclusion, and equality in the workplace. We strive to create a culture that is welcoming and inclusive for all employees, regardless of their background, culture, or identity.
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