Client Support Associate

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

Job description

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Client Support Associate – Private Client

Are you looking to make an impact in our support team? Are you looking to develop your knowledge in business administration? And are you seeking open, engaged, and collaborative teams? Then apply for the role today!

About the team

‘I have been with Mazars for just over 7 years, and during that time, I have been truly impressed by our culture. We take a collaborative approach and are genuinely committed to giving people opportunities.’ (Andrew Milligan, Associate Director).

We provide seamless, effective, and proactive administrative support to our Private Client service line, which offers impartial, tailored financial planning, wealth management, and tax advice to: Individuals; Business Owner Managers; and Trustees - Private and Charitable.

This is predominantly an office-based role.

About the role

1. We have a newly created Client Support Associate role due to the success of the Mazars Financial Planning team.
2. You will liaise with Financial Planners, internal departments, and providers where necessary.
3. Collaborate with the team to process various investment applications and place client trade instructions.
4. Create files and accurately record and maintain client data on Intelligent Office.

What are we looking for?

• Advanced MS Office skills (specifically Word, Excel, and PowerPoint) and previous experience of Intelligent Office are desirable.
• Some recent evidence of administration training or experience.
• Excellent communication skills: demonstrates an effective style of communication and collaboration, both verbally and in writing.
• Flexible and able to work effectively under pressure, managing conflicting priorities and expectations.

We want everyone to be rewarded and enriched by their professional life. We come together to pioneer new ways of working; promoting psychological safety, flexibility, and trust in making the right choices for the team, clients, and the business. We offer core benefits and opportunities to tailor additional benefits to individual needs.

Poole is located on the south coast of Dorset, known for its natural beauty and the largest natural harbour in Europe. It is situated at the start of the South West Coastal Path and has a rich history as a trade hub since the Norman Conquest. The area is home to the RNLI, the Royal Marines, and the endangered red squirrel. Our market-leading team in Poole has been operating since 1986, initially as Neville Russel, and joined the Mazars global partnership in 1998. The office is based in the iconic Merck House, supporting businesses and individuals along the south coast and beyond.

Being inclusive is core to our culture at Mazars; we aim to support everyone to be their authentic selves and ensure a level playing field. To learn more about our approach, click here.

Please click here to apply.

Documents:

• Client Support Associate – Private Client