Investor Relations & Client Experience Associate

Investor Relations & Client Experience Associate

Full-Time 30000 - 40000 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Provide top-notch service to investors and advisers while managing client queries and legal documents.
  • Company: Puma Capital Group, a dynamic player in the financial services sector.
  • Benefits: Competitive salary, professional development opportunities, and a supportive team environment.
  • Other info: Great opportunity for career growth in a thriving industry.
  • Why this job: Join a fast-paced team and enhance your skills in investment operations while making a real difference.
  • Qualifications: Experience in client-facing roles and a solid understanding of financial products.

The predicted salary is between 30000 - 40000 Β£ 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 employer: Puma Capital Group

Puma Capital Group is an exceptional employer that values its employees by fostering a collaborative and supportive work culture. Located in a vibrant financial hub, we offer competitive benefits, opportunities for professional development, and a commitment to helping our team members grow their expertise in investment operations. Join us to be part of a dynamic team dedicated to delivering outstanding service to our clients while advancing your career in the financial services sector.

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Contact Details:

Puma Capital Group Recruitment Team

We think you need these skills to ace Investor Relations & Client Experience Associate

Client Relationship Management
Attention to Detail
Prioritisation Skills
Financial Services Experience
Understanding of Financial Products
Legal Document Processing
Fundraising Support