At a Glance
- Tasks: Engage with clients and deliver exceptional service while streamlining processes.
- Company: Join Puma Investments, a leader in the financial services sector.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Other info: Dynamic team environment with a focus on diversity and inclusion.
- Why this job: Make a real impact by enhancing client experiences and driving initiatives.
- Qualifications: Client-facing experience and a basic understanding of financial products required.
The predicted salary is between 30000 - 40000 £ per year.
Puma Investments are looking for a Client Relations Associate to join our Client Relations team in London. Within this role, you 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.
Role 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 escalate challenging queries raised by both colleagues and external clients.
- 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.
- Ownership of client experience/retention initiatives, as agreed with the Head of Client Relations.
- Support the organisation 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.
- Other ad hoc duties as requested from time to time.
- 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 prioritise workload.
- Experience of dealing with clients in a professional and confidential manner.
- 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, 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.
- 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.
At Puma, we are committed to fostering an inclusive and diverse workplace. As an equal opportunity employer, we consider all applicants for employment without regard to race, religion, age, sexual orientation, gender identity, gender reassignment, family or parental status, national origin, veteran status, neurodiversity, or disability status. We strive to provide a work environment free from discrimination and harassment, where everyone has the opportunity to thrive. Our commitment to equal opportunity extends to all aspects of employment, including recruitment, hiring, promotion, compensation, benefits, training, and development.
Client Relations Associate employer: Puma Investments
Puma Investments is an exceptional employer that prioritises employee growth and development within a dynamic and inclusive work culture. Located in the heart of London, we offer our Client Relations Associates the opportunity to engage with a diverse range of clients while streamlining processes to enhance efficiency. Our commitment to fostering a supportive environment ensures that every team member can thrive and contribute meaningfully to our fundraising efforts.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relations Associate
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, webinars, or even casual meet-ups. The more you engage, the better your chances of landing that Client Relations Associate role at Puma.
✨Tip Number 2
Show off your knowledge! When you get the chance to chat with potential employers, make sure to highlight your understanding of financial products and the tax-efficient investment sector. It’ll show them you’re serious about the role.
✨Tip Number 3
Be proactive! If you see an opportunity to streamline processes or improve client interactions, don’t hesitate to share your ideas. Employers love candidates who can think outside the box and bring fresh perspectives.
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It shows you’re genuinely interested in joining Puma and makes it easier for us to keep track of your progress.
We think you need these skills to ace Client Relations Associate
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Client Relations Associate role. Highlight your experience in client-facing roles and any knowledge of financial products, as this will show us you understand what we're looking for.
Showcase Your Communication Skills:Since this role involves a lot of interaction with clients and advisers, it's crucial to demonstrate your communication skills. Use clear and concise language in your application to reflect how you would engage with our clients.
Highlight Attention to Detail:We value accuracy and attention to detail, especially when dealing with client records and legal documents. Make sure to mention any relevant experiences where you've had to be meticulous in your work.
Apply Through Our Website:We encourage you to apply directly through our website. This not only streamlines the process but also ensures that your application gets to the right people quickly. Plus, it shows us you're keen on joining our team!
How to prepare for a job interview at Puma Investments
✨Know Your Stuff
Make sure you have a solid understanding of Puma Investments' products and services. Brush up on financial products, especially in the tax-efficient investment sector, so you can confidently discuss how they benefit clients.
✨Showcase Your Communication Skills
As a Client Relations Associate, effective communication is key. Prepare to demonstrate your ability to handle client queries professionally. Think of examples where you've successfully resolved issues or improved client experiences.
✨Be Proactive and Adaptable
Puma values individuals who are proactive and willing to take on challenges. Be ready to share instances where you've taken initiative or adapted to changing circumstances in previous roles. This will show your potential to thrive in a dynamic environment.
✨Highlight Your Attention to Detail
Given the importance of accuracy in this role, be prepared to discuss how you ensure attention to detail in your work. You might want to mention specific tools or methods you use to maintain high standards, especially when dealing with legal documents and client records.
