Role: Financial Planning – Client Support (Senior)
Location: Pune
Job Purpose
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.
Core Duties and Responsibilities
- 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.
Person Specification
- 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.
At Forvis Mazars, we embrace diversity and are committed to fostering an inclusive culture where everyone feels valued, heard, and empowered. We provide equal opportunities for growth and advancement, regardless of background, identity, or experience. Join a global team where your unique perspective helps shape a more equitable and innovative future. If you’re ready to make an impact and elevate your career, we’d love to hear from you.