Client Support Associate

TN United Kingdom; Leeds; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Client Support Associate to join their dynamic team in Leeds. This role offers a unique opportunity to provide exceptional administrative and client support within the Financial Planning Team. You will be instrumental in ensuring compliance and effective workflow management, contributing to outstanding client service. Embrace the chance to grow your skills in a collaborative environment that values personal and professional development. If you are passionate about making an impact and thrive in a supportive culture, this role is perfect for you.

Qualifications

• Experience in the Financial Services industry is essential.
• Strong communication skills are crucial for client interactions.

Responsibilities

• Set up new prospects and opportunities in the CRM system.
• Maintain client records and ensure compliance with standards.
• Assist with research and document management for client reviews.

Skills

Financial Services industry experience

Excellent communication skills

Attention to detail

Organisational skills

Time management

Adaptability

Workload prioritisation

Job description

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Forvis Mazars is an engine for rapid and consistent career progression, offering individually designed career paths so you can grow within a culture that helps you pursue your interests. We match your changing needs with hybrid working, and help you explore your true potential in an environment where you belong. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to make an impact and continue to grow your skills for lifelong professional development.

Are you looking to make an impact in our support team?

Are you looking to develop your knowledge in business administration?

And are you looking for open, engaged, and collaborative teams?

Then apply to the role today!

This role is based in our Leeds offices.

As a Client Support Associate, you will provide administrative and client support within the Financial Planning Team. By ensuring the seamless handling of client information, regulatory compliance, and effective workflow management, the role contributes to delivering exceptional client service and supporting the team's objectives of winning new work and maintaining client relationships.

Roles and responsibilities

• Responsible for setting up new prospects and new opportunities on our Client Relationship Management system, ensuring the information is accurate and input in a timely manner.
• To ensure client records are maintained and information is accurately recorded on Intelliflo Office.
• To conduct pre-engagement checks to ensure compliance with internal and regulatory standards.
• To ensure client documents are held in accordance with internal standards so they can be accessed efficiently.
• To adhere to the processes in place to allow for accurate monitoring and tracking of all new and ongoing work.
• To arrange client annual review meetings and meeting packs, including obtaining updated information and performance data. Ensuring annual review records are accurately maintained.
• Accurate submission of all new work ensuring compliance with internal and regulatory standards through effective communication and excellent record keeping.
• Assisting the Paraplanner with research by obtaining letters of authority and recording all plan information.

Skills, Knowledge, and Experience

• Financial Services industry experience.
• Excellent communication skills, both verbal and written.
• Process driven with a strong attention to detail.
• Strong organisational and time management skills.
• Adaptable to changing demands and priorities.
• Able to prioritise own workload.
• Seeks opportunities for personal and professional development.

In line with our culture, you will commit to:

• Doing the right thing for the client, the business, and the people you work with.
• Taking responsibility for your own actions and contribution to delivering good client outcomes.
• Showing respect to yourself, colleagues, and clients by role modelling the right cultural values.
• Shaping the future by anticipating and responding to the needs of our clients.

About Forvis Mazars

Forvis Mazars is a leading professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.

At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change, and make an impact so that everyone can reach their full potential. To read more, visit our website.