Client Support Associate

TN United Kingdom; Scotland; On-site; GBP 25,000 - 45,000; Full time

Job summary

An established industry player is seeking motivated individuals to join their support team in Edinburgh. This role offers a unique opportunity to work within a collaborative environment while enhancing your skills in business administration. You will be responsible for maintaining records, managing client meetings, and ensuring smooth operational processes. With a focus on personal development and a culture that values teamwork, this position is perfect for those looking to make a meaningful impact in the financial services sector.

Qualifications

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

Responsibilities

• Ensure files and records are maintained for efficient access.
• Set up new prospects on the CRM system accurately.

Skills

Experience in Financial Services

Excellent verbal communication

Excellent written communication

Ability to meet deadlines

Proactive skill development

Tools

CRM system

Job description

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About Forvis Mazars

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 Edinburgh offices.

Roles and Responsibilities

1. Ensure files and records are held in accordance with internal standards for efficient access and retrieval.
2. Follow the firm's processes by ensuring adequate notes of activities are entered in the firm's back-office system and provide clear instructions when passing tasks to others.
3. Set up new prospects and opportunities on the CRM system, ensuring information is accurate and inputted promptly.
4. Arrange client meetings, prepare agendas, and complete meeting work including technical and product research along with fund performance data.

Skills, Knowledge, and Experience

1. Experience in the Financial Services industry.
2. Excellent verbal and written communication skills.
3. Ability to meet deadlines.
4. Ability to work within defined business processes.
5. Proactive in seeking opportunities to develop personal skills.

About Forvis Mazars

Forvis Mazars is a leading global professional services network operating under a single brand worldwide. It comprises Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership in over 100 countries and territories.

We celebrate individuality, thrive on teamwork, and support personal contributions to our shared purpose. We aim to deliver quality, create change, and enable everyone to reach their full potential. To learn more, visit our website.