Client Support Liaison

16 hours ago


Poole, Poole, United Kingdom Mazars Full time

About the Role

We are seeking a skilled Client Support Associate to join our Private Client service line. In this role, you will provide seamless, effective, and proactive administrative support to our team.

About the Team

Our team is committed to providing impartial, tailored financial planning, wealth management, and tax advice to individuals, business owner managers, and trustees.

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.
  • Provide excellent communication and collaboration skills, both verbally and in writing.

Requirements

  • Advanced MS Office skills, specifically Word, Excel, and PowerPoint, and previous experience of Intelligent Office desirable.
  • Some recent evidence of administration training or experience.
  • Flexible and able to work effectively under pressure and manage conflicting priorities.

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 your individual needs.



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