Client Support Associate Role
2 months ago
About the Role
We are seeking a highly skilled and organized 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 clients, ensuring they receive tailored financial planning, wealth management, and tax advice.
About the Team
Our team is committed to providing exceptional service to our clients, and we are looking for someone who shares our passion for delivering high-quality support. You will work closely with our Financial Planners, internal departments, and external providers to ensure that our clients receive the best possible service.
Key Responsibilities
- Liaise with Financial Planners and internal departments to process various investment applications and place client trade instructions.
- Collaborate with the team to create files and accurately record and maintain client data on Intelligent Office.
- Provide administrative support to our clients, including responding to queries and resolving issues.
Requirements
- Advanced MS Office skills, specifically Word, Excel, and PowerPoint.
- Previous experience of Intelligent Office or similar systems.
- Excellent communication and collaboration skills, both verbally and in writing.
- Flexible and able to work effectively under pressure, managing conflicting priorities and expectations.
Mazars & Me
We want everyone to be rewarded and enriched by their professional life. We offer core benefits and the opportunity to tailor extra benefits to suit individual needs. Our team in Poole is committed to providing a supportive and inclusive work environment, where everyone can thrive.
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Client Support Associate
2 months ago
Poole, Poole, United Kingdom Mazars Full time{"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 administrative support to our Financial Planners, internal departments, and external providers. Your primary responsibilities will include processing investment applications,...
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Client Support Associate
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Poole, Poole, United Kingdom Mazars Full time{"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 administrative support to our Financial Planners, internal departments, and external providers. Your primary responsibilities will include processing investment applications,...
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