Client Support Associate

Job Purpose

As a Financial Planning Support, you will support the Financial Planning Team in achieving objectives in winning new clients and providing an outstanding service to clients. You will be responsible for co-ordinating all aspects of workflow from a client facing perspective, whilst assisting planners in establishing and retaining effective relationships with their clients.

Role & Responsibilities

• To ensure records are maintained and information accurate on Intelligent Office in order to allow work to be logged, tracked and internal records/management information to be kept updated.
• To ensure files and store records are held in accordance with internal standards so they can be accessed and/or retrieved in an efficient manner.
• Following the firm’s processes by ensuring adequate notes of activities are entered in the firm’s back office system and to provide clear and full instructions when passing tasks to other team members or teams.
• Responsible for setting up new prospects and new opportunities on our CRM system, ensuring the information is accurate and input in a timely manner.
• Arranging client meetings, prepare agendas and complete the meeting work including technical and product research as required together with fund performance data.
• Post client meetings: issue client meeting notes, liaise with clients over paperwork to be returned and complete other actions as required.
• Preparing and issuing engagement documentation.
• Ensuring annual review records are maintained.
• Ensuring correct submission of all new applications in accordance with internal/regulatory standards by effective communication, workflow management and record-keeping/database management.
• To maintain accurate Funds Under Management data.
• To maintain up to date information on the current pipeline and be responsible for monitoring all cases through to completion in order to track the expected income.

Skills, Knowledge and Experience

• Financial Services industry experience.
• Excellent communication skills both verbal and written.
• Strong IT skills.
• Able to work to deadlines.
• Able to work within defined business processes.
• Adaptable to changing demands and priorities.
• 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.

Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward.  Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture.

We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action.

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.

Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approach click here

Our aim is to make the recruitment process as accessible and inclusive as possible – please contact us to discuss any changes you may require so we can work with you to support you throughout your application