Client Relationship Executive / Client Service Associate acts as the crucial bridge between a Mazuma and its clients. This role blends relationship building with administrative support, ensuring client satisfaction and smooth business operations.
Core Responsibilities
- Client Relationship Management: Serve as the primary daily contact for client accounts. Act as the face of the firm to build trust, resolve queries, and handle escalations / complaints professionally
- Onboarding & Compliance: Guide new clients through the onboarding process, which includes assisting with contracts, executing Know Your Customer (KYC) and Anti-Money Laundering (AML) checks, and updating CRM databases.
- Cross-Functional Collaboration: Partner with internal departments (e.g., Bookkeepers, Accountants, Finance, Payroll) to resolve client issues and execute requests smoothly
- MazApp Support: Triage incoming manual and electronic communications / workflows to ensure teams work with work-ready files.
Key Qualifications
- Education: A “business related” degree is preferred but character, communication ability and experience will be valued
- Experience: Typically 1–3 years of experience in client services, account management, or a support role within a professional services or investment/advisory firm.
- Communication Skills: Exceptional oral and written communication skills with the ability to negotiate, influence, and articulate requirements clearly.
- Technical Proficiency: Strong command of the MS Office Suite (Word, Excel, PowerPoint) and familiarity with CRM systems (e.g., Salesforce) and industry standard software
Core Competencies
- Problem-Solving: Ability to troubleshoot issues under pressure.
- Organization: Strong multitasking and time-management skills to handle multiple client accounts simultaneously.
- Risk & Compliance Focus: High attention to detail regarding regulatory requirements and internal best-practice.
Pay: £26,000.00-£28,000.00 per year
Benefits:
- Casual dress
- Free parking
- On-site parking
Application question(s):
- This is an office based role (Bridgend). Are you able to commute on a daily basis.
Experience:
- Customer relationship management: 3 years (required)
Work authorisation:
- United Kingdom (required)
Work Location: In person
