At a Glance
- Tasks: Provide top-notch service to investors and advisers while handling queries and legal documents.
- Company: Join Puma Capital Group, a dynamic player in the financial services sector.
- Benefits: Gain valuable experience, develop your skills, and explore further qualifications in investment operations.
- Other info: Opportunity for growth in a fast-paced, supportive environment.
- Why this job: Make a real difference in client relations and support exciting fundraising efforts.
- Qualifications: Experience in client-facing roles and a solid understanding of financial products.
The predicted salary is between 30000 - 40000 £ per year.
Puma Capital Group is seeking a Client Relations Associate to provide high-quality service to our investors and advisers. This role involves handling client queries, processing legal documents, and supporting fundraising efforts. A strong attention to detail and the ability to effectively prioritise is essential.
The ideal candidate will have experience in a client-facing role within financial services, a good understanding of financial products, and a desire to pursue further qualifications in investment operations.
Investor Relations & Client Experience Associate 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.
