At a Glance
- Tasks: Manage client relationships and ensure exceptional service for investors and advisers.
- Company: Join a dynamic asset management firm focused on client engagement and innovation.
- Benefits: Competitive salary, career development opportunities, and a supportive team environment.
- Other info: Opportunity to grow within a values-driven company with a focus on integrity.
- Why this job: Make a real impact by enhancing client experiences and driving positive change.
- Qualifications: Experience in client-facing roles and strong communication skills required.
The predicted salary is between 35000 - 38500 £ per year.
The Client Relations Manager will play a key role in delivering high-quality, compliant, and engaging interactions with our investors and advisers.
The role is responsible for delivering exceptional service to our clients (retail investors and financial intermediaries) and working collaboratively with internal business units to help support the business’ fundraising efforts.
The individual will have strong knowledge across Puma’s entire product range, ensuring communications with clients are both accurate and timely.
They will also support other team members in their day-to-day roles.
In addition to day-to-day responsibilities, the individual will look to streamline, digitise and automate manual processes, to increase efficiencies within the team and work closely with the Head of Client Relations to drive new initiatives and positive engagement with our underlying client base.
Key Responsibilities
- Responsible for day-to-day management of workloads across the team, ensuring compliance with both internal and external deadlines
- Take ownership of escalated challenging queries and complaints raised by both colleagues and external clients ensuring these are resolved quickly and effectively
- Line management of team members, responsible for goal setting, performance management and career development in line with the Puma values
- Ownership of the client redemptions and transfers processes, ensuring they are processed quickly and accurately, following the pre-agreed processes
- Respond to incoming investor, adviser and third-party queries via phone, email and post in an accurate and timely manner and within the set SLAs
- Processing of legal documents for investors and their estates and conduct KYC and AML checks, where required
- Maintain electronic client records in an orderly and comprehensive manner across multiple systems and third-party partners
- Assist with training and reviewing work for new joiners
- Ownership of client experience/retention initiatives, as agreed with the Head of Client Relations
- Maintain electronic client records in an orderly and comprehensive manner across multiple systems and third-party partners
- Support the organisation and execution of annual investor events
- Ownership of client experience/retention initiatives, as agreed with the Head of Client Relations
- Share client feedback directly with management and identify opportunities to improve service and increase efficiencies within the team
- Follow team and business policies and procedures, ensuring any complaints and/or operational incidents are recorded and escalated to management in a timely and accurate manner
- Complete four-eye checks on instructions as required
- Other ad hoc duties as requested from time to time
Experience and Skills required
- Demonstrable experience in a client facing role gained within Asset Management or Financial Services
- Proven experience of handling and resolving client queries and complaints via email and phone, operating in a professional and confidential manner
- Demonstrable understanding of financial products, with a knowledge of the tax- efficient investment sector being highly beneficial
- Able to effectively prioritise workloads and to understand the workloads across the team, responding accordingly
- Strong attention to detail, accuracy and accountability
- Ability to communicate effectively at all levels of the organisation as well as with external stakeholders
- Desire to provide quality service and support
- Good proficiency with Word, Excel, Power Point and Outlook
- Good understanding of AML/KYC policies and procedures
- Interest in pursuing the Investment Operations Certificate (IOC) or Investment Management Certificate (IMC) and expectation to complete Intelligent Partnership Qualification (VCT, EIS, BR) within 3 months of employment
- Personal Attributes
- Kind
- Values-driven
- Excellent communicator
- Adaptable and willing to get stuck into whatever needs doing
- Depth of character and gravitas but operating with humility
- Proactive, with the drive and attitude to excel in a high performing environment whilst maintaining high levels of integrity
- Energy, dynamism, and passion for complex business challenge
- Organised, rigorous and disciplined
- Pragmatic and practical
- #J-18808-Ljbffr
Client Relations Manager in City of Westminster employer: Puma Capital Group
Puma Investments is an exceptional employer that fosters a dynamic and supportive work culture, particularly for the Business Development Manager role in Yorkshire. With a strong emphasis on employee growth and development, we offer unique opportunities to engage with financial advisers while promoting innovative investment products. Our commitment to integrity and collaboration ensures that you will thrive in a high-performing environment, making a meaningful impact in the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relations Manager in City of Westminster
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Puma Capital Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Relations Manager in City of Westminster
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Puma Capital Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Puma Capital Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Puma Capital Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Puma Capital Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Puma Capital Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Puma Capital Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
