Client Support Associate (4666) - #1703044

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

As Financial Planning Support, you duties include:

• 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 in an efficient manner.
• 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:

• Do the right thing for the client, the business, and the people you work with.
• Take responsibility for your own actions and contribution to delivering good client outcomes.
• Show respect to yourself, colleagues and clients by role modelling the right cultural values.
• Shape 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.

Documents

• FM - 4666 - Client Support Associate JD vMP.pdf (128.40 KB)