relations associate Work, Jobs in hammersmith, gtl (with Salaries)

Client Relations Associate
Puma Capital Group —London
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
13d
LP Relations Associate
Private Equity Insights (London) —London
- Monday to Friday
- Project management
- IT
Quick apply
Public Relations Specialist, Senior Associate
State Street —London
- Full-time
- Social media management
- Bachelor's degree
- Financial services
Associate – Client Relations - Benelux
AllianceBernstein —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Associate at HRtechX
HRtechX —London
- Monday to Friday
- Project management
- IT
LImited Partner Relations Associate
Private Equity Insights (London) —London
- Monday to Friday
- Project management
- IT
Quick apply
Investor Relations Associate
Private Equity Insights (London) —London
- Monday to Friday
- Project management
- IT
Quick apply
Conference Agenda Associate at HRtechX
HRtechX —London
- Monday to Friday
- Project management
- IT
Research Assistant in Mental Health
Middlesex University London —Hendon
- £37,357 - £42,653 a year
- School
3d
Senior Associate, External Communications
LSEG (London Stock Exchange Group) —London
- Full-time
Webinar Associate at HRtechX
HRtechX —London
- Monday to Friday
- Project management
- IT
Associate, Transactions
HarbourVest Partners —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Postdoctoral Research Associate x2
Goldsmiths University —London
- £44,753 - £49,738 a year
- Full-time
- Doctoral degree
- University
- School
- Annual leave
12d
Human Resource Associate
FXSpotStream —London
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Graduate Marketing Associate
NOTHING —London
- Full-time
- English
- In-person
- Communication skills
12d
Event & Experience Associate at Insurtech Insights
Insurtech Insights —London
- Monday to Friday
- Master's degree
- Bachelor's degree
- IT
2d
Venture Associate
CVX Ventures —London
- Master's degree
- Bachelor's degree
- Banking
Junior Social Media Associate
Air Apps —London
- £55,000 - £60,000 a year
- Full-time
- Social media management
- Communication skills
- Life insurance
Institutional Investor Relations Associate
Private Equity Insights (London) —London
- Monday to Friday
- Project management
- IT
Quick apply
Administrative / Office Support Associate
Sumitomo Mitsui Banking Corporation —London
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- English

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Client Relations Associate

Puma Capital Group
London

Apply Now

Job details

13 days ago

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Outlook
Financial services
Tax experience

Full job description

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 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 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 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

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

Apply Now

Refine Your Search

relations associate jobs in hammersmith, gtl

Client Relations Associate

LP Relations Associate

Public Relations Specialist, Senior Associate

Associate – Client Relations - Benelux

Associate at HRtechX

LImited Partner Relations Associate

Investor Relations Associate

Conference Agenda Associate at HRtechX

Research Assistant in Mental Health

Senior Associate, External Communications

Webinar Associate at HRtechX

Associate, Transactions

Postdoctoral Research Associate x2

Human Resource Associate

Graduate Marketing Associate

Event & Experience Associate at Insurtech Insights

Venture Associate

Junior Social Media Associate

Institutional Investor Relations Associate

Administrative / Office Support Associate

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