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Client Engagement Associate
2 months ago
Client Engagement Associate (Support for Financial Planners)
At Mazars, we are committed to fostering rapid and consistent career advancement, offering tailored career paths that align with your interests and evolving needs. Our diverse clientele spans various sectors and regions, providing you with opportunities to continuously enhance your skills for ongoing professional growth.
Are you eager to contribute to our support team? Do you wish to expand your expertise in business administration? Are you seeking a collaborative and engaging work environment? If so, we encourage you to consider this role.
This position is available in our Glasgow or Edinburgh offices.
Job Overview
As a Client Engagement Associate, you will assist the Financial Planning Team in achieving their goals of acquiring new clients and delivering exceptional service. Your responsibilities will include coordinating all workflow aspects from a client-facing perspective while supporting planners in building and maintaining strong client relationships.
Key Responsibilities
- Maintain accurate records and information on our management system to ensure work is logged, tracked, and internal records are kept up to date.
- Ensure that files and records are organized according to internal standards for efficient access and retrieval.
- Follow established processes by documenting activities in the back office system and providing clear instructions when delegating tasks to team members.
- Set up new prospects and opportunities in our CRM system, ensuring timely and accurate data entry.
- Organize client meetings, prepare agendas, and conduct necessary research on technical and product matters, including fund performance data.
- After client meetings, distribute meeting notes, communicate with clients regarding necessary paperwork, and complete follow-up actions as needed.
- Prepare and send engagement documentation.
- Maintain records for annual reviews.
- Ensure the correct submission of new applications in compliance with internal and regulatory standards through effective communication and record management.
- Keep accurate data on Funds Under Management.
- Monitor the current pipeline and track all cases to completion to manage expected income.
Required Skills and Experience
- Experience in the financial advisory sector or IFA industry.
- Strong verbal and written communication skills.
- Proficient in IT applications.
- Able to meet deadlines effectively.
- Familiar with defined business processes.
- Adaptable to changing priorities and demands.
- Proactive in seeking opportunities for personal skill development.
About Mazars
Mazars is a prominent global professional services network operating under a unified brand worldwide. We are dedicated to delivering an unparalleled client experience, providing audit & assurance, tax, and advisory services across the globe. Our strategic vision aims to advance our clients, workforce, industry, and communities. Through our extensive reach and expertise, we assist organizations in addressing emerging sustainability challenges in the global marketplace.
We pride ourselves on being a diverse, multicultural, and multi-generational team, fostering a strong sense of connection and belonging. At Mazars, you have the opportunity to take charge of your career, engage actively, believe in your capabilities, and implement your ideas.
We celebrate individuality and thrive on teamwork, empowering our employees to contribute personally to our collective mission. We support one another in delivering quality, driving change, and making a meaningful impact, enabling everyone to realize their full potential.
Inclusivity is fundamental to our culture at Mazars; we strive to ensure that everyone, from the recruitment process onward, is fully supported in being their authentic selves. We aim to make our recruitment process as accessible and inclusive as possible. Please reach out to discuss any adjustments you may need so we can assist you throughout your application journey.
