Client Support Associate

2 weeks 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 seamless administrative support to our Financial Planners, ensuring the smooth delivery of our services to clients.

Key Responsibilities
  • Liaise with Financial Planners and internal departments to process investment applications and client trade instructions.
  • Collaborate with the team to create files and accurately record and maintain client data on Intelligent Office.
  • Develop and maintain strong relationships with clients and stakeholders.
  • Provide exceptional communication and customer service skills to ensure client satisfaction.
Requirements
  • Advanced MS Office skills, specifically Word, Excel, and PowerPoint.
  • Previous experience in administration or a related field.
  • Excellent communication and collaboration skills.
  • Flexible and able to work effectively under pressure.
About Mazars

Mazars is a global leader in audit, tax, and consulting services. We are committed to providing a supportive and inclusive work environment that allows our employees to thrive. Our team in Poole is dedicated to delivering exceptional service to our clients and we are seeking like-minded individuals to join us.



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