Client Services Associate

3 weeks ago

Edinburgh, Edinburgh, United Kingdom Mazars Full time

Client Services Associate (Support for Financial Planning)

At Mazars, we provide a dynamic environment for career advancement, offering tailored career paths that align with your aspirations, evolving needs, and help you realize your full potential. Our work spans a variety of prestigious clients across multiple sectors and regions, ensuring continuous skill enhancement for lifelong professional growth.

Are you eager to contribute to our support team? Do you wish to expand your expertise in business administration? Are you looking for collaborative and engaged teams? If so, we encourage you to consider this opportunity.

Role Location

This position is available in our Glasgow or Edinburgh offices.

Position Overview

As a Support Specialist for Financial Planning, you will assist the Financial Planning Team in achieving its goals of acquiring new clients and delivering exceptional service. Your responsibilities will include managing workflow from a client-facing perspective and aiding planners in fostering and maintaining strong client relationships.

Key Responsibilities

  • Maintain accurate records and information on our management system to facilitate work tracking and ensure internal records are current.
  • 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 colleagues.
  • Set up new prospects and opportunities in our CRM system, ensuring timely and accurate data entry.
  • Coordinate client meetings, prepare agendas, and conduct necessary research on technical and product-related topics, including fund performance.
  • After client meetings, distribute meeting notes, communicate with clients regarding necessary paperwork, and complete follow-up actions.
  • Prepare and send engagement documentation.
  • Maintain records for annual reviews.
  • Ensure the accurate submission of new applications in line with internal and regulatory standards through effective communication and record management.
  • Keep precise 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 Advice sector or IFA industry.
  • Strong verbal and written communication skills.
  • Proficient in IT applications.
  • Able to meet deadlines consistently.
  • Capable of adhering to defined business processes.
  • Flexible and adaptable to changing priorities.
  • Proactively seeks opportunities for personal skill development.

About Mazars

Mazars is a premier global professional services network, operating under a unified brand across the globe. Our network comprises two main entities: Mazars LLP in the United States and Mazars Group SC, an integrated partnership present in over 100 countries and territories.

Both entities are dedicated to delivering an unparalleled client experience, providing audit & assurance, tax, and advisory services worldwide. Our strategic vision aims to advance our clients, people, industries, and communities. Through our extensive reach and expertise, we assist organizations in addressing emerging sustainability challenges in the global marketplace, including human rights, climate change, environmental impacts, and cultural considerations.

We are a diverse, multicultural, and multi-generational team that fosters a strong sense of connection and belonging. This is a place where you can take charge of your career, engage actively, believe in your capabilities, and bring your ideas to fruition.

At Mazars, we celebrate individuality and thrive on teamwork. We empower 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 achieve their full potential.

Inclusivity is fundamental to our culture at Mazars; we strive to ensure that everyone, during the recruitment process and beyond, is fully supported in being their authentic selves. We aim to make the recruitment process as accessible and inclusive as possible - please reach out to discuss any adjustments you may need so we can collaborate to support you throughout your application.

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