Client Support Associate

Mazars UK LLP - formerly CompetitionRx Ltd; City of Edinburgh; On-site; GBP 25,000 - 45,000; Full time

Job summary

An established professional services network is seeking a Financial Planning Support to join their Edinburgh office. This role offers the opportunity to contribute to a collaborative team while ensuring compliance with internal standards and effective communication with clients. You will be responsible for managing records, setting up prospects in the CRM system, and arranging client meetings. This position is ideal for someone looking to grow their skills in a supportive environment that values individuality and teamwork. Join a firm that encourages professional development and celebrates contributions to shared goals.

Qualifications

• Experience in the Financial Services industry is essential.
• Strong communication skills are crucial for this role.
• Proficiency in IT and ability to work with CRM systems is required.

Responsibilities

• Ensure files and records are stored according to internal standards.
• Set up new prospects and opportunities on our CRM system.
• Arrange client meetings and prepare necessary documentation.

Skills

Financial Services industry experience

Excellent communication skills

Strong IT skills

Ability to work to deadlines

Ability to work within defined business processes

Seeks opportunities to develop own skills

Tools

CRM system

Job description

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

As a Financial Planning Support, your duties include:

1. To ensure files and store records are held in accordance with internal standards so they can be accessed and/or retrieved efficiently.
2. Following the firm's processes by ensuring adequate notes of activities are entered in the firm's back office system and providing clear and full instructions when passing tasks to other team members or teams.
3. Responsible for setting up new prospects and opportunities on our CRM system, ensuring the information is accurate and input in a timely manner.
4. Arranging client meetings, preparing agendas, and completing the meeting work including technical and product research as required, together with fund performance data.

Skills, Knowledge, And Experience

1. Financial Services industry experience.
2. Excellent communication skills, both verbal and written.
3. Strong IT skills.
4. Able to work to deadlines.
5. Able to work within defined business processes.
6. Seeks opportunities to develop own skills.

About Forvis Mazars

Forvis Mazars is a leading global 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.