At a Glance
- Tasks: Engage with clients, streamline processes, and support fundraising efforts.
- Company: Dynamic financial services firm focused on client relations.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Opportunity for growth and to pursue relevant qualifications.
- Why this job: Make a real impact by enhancing client experiences and driving new initiatives.
- Qualifications: Experience in client-facing roles and a basic understanding of financial products.
The predicted salary is between 30000 - 40000 £ per year.
The Client Relations Associate 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 develop 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
- 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.
- Identify and elevate challenging queries raised by both colleagues and external clients.
- Process 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.
- Own client experience/retention initiatives, as agreed with the Head of Client Relations.
- Support the organization and execution of investor events, such as webinars.
- 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.
- Perform other ad-hoc duties as requested from time to time.
Experience and Skills required
- Experience in a client-facing role, ideally gained within Asset Management / Financial Services.
- A basic understanding of financial products is essential, with knowledge of the tax-efficient investment sector being highly beneficial.
- Strong attention to detail and accuracy.
- Able to effectively prioritize workload.
- Experience of dealing with clients in a professional and confidential manner.
- Ability to communicate effectively at all levels of the organization as well as with external stakeholders.
- Desire to provide quality service and support.
- Good proficiency with Word, Excel, PowerPoint 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 challenges.
- Organised, rigorous and disciplined.
- Pragmatic and practical.
Client Relations Associate in London employer: Puma Capital Group
At Puma, we pride ourselves on being an exceptional employer that fosters a collaborative and dynamic work culture. As a Client Relations Associate, you will benefit from comprehensive training and development opportunities, allowing you to grow your expertise in the financial services sector while contributing to meaningful client interactions. Our commitment to innovation and efficiency ensures that you will be part of a forward-thinking team dedicated to enhancing client experiences in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relations Associate in London
✨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 Associate in London
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.
