Puma Investments
Client Relations Lead
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Puma Investments is seeking a Client Relations Lead to join our Client Relations team in London.
Puma Investments raises funds from a variety of sources including wealth managers and IFAs from the very large including SJP, Barclays Wealth, Evelyn Partners, and Cazenove, through regional players to the very small independents, from execution-only brokers and from HNWs. We also work with leading wrap platforms including Fidelity, Aberdeen, M&G and Transact.
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 have 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:
- Responsible for day-to-day management of workloads across the team, ensuring compliance with both internal and external deadlines
- Take ownership of escalated challenging queries and complaints raised by both colleagues and external clients ensuring these are resolved quickly and effectively
- Line management of team members, responsible for goal setting, performance management and career development in line with the Puma values
- Ownership of the client redemptions and transfers processes, ensuring they are processed quickly and accurately, following the pre-agreed processes
- 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
- 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
- Assist with training and reviewing work for new joiners
- Ownership of client experience/retention initiatives, as agreed with the Head of Client Relations
- Maintain electronic client records in an orderly and comprehensive manner across multiple systems and third-party partners
- Support the organisation and execution of annual investor events
- Ownership of client experience/retention initiatives, as agreed with the Head of Client Relations
- 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
- Complete four-eye checks on instructions as required
- Other ad hoc duties as requested from time to time
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Experience Required:
- Demonstrable experience in a client facing role gained within Asset Management or Financial Services
- Proven experience of handling and resolving client queries and complaints via email and phone, operating in a professional and confidential manner
- Demonstrable understanding of financial products, with a knowledge of the tax- efficient investment sector being highly beneficial
- Able to effectively prioritise workloads and to understand the workloads across the team, responding accordingly
- Strong attention to detail, accuracy and accountability
- 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
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About Us
Founded in 2012, Puma Capital Group is an award-winning investment manager operating within the tax efficient space and is a leading provider of growth capital to UK SMEs and property finance to developers and real estate investors.
The Puma Capital Group comprises four businesses focused on delivering long-term sustainable growth for our investors and partners:
- Puma Investments
- Puma Property Finance
- Puma Growth Partners
- Puma Public Markets
Collectively the Group has over £1 billion in assets under management, supports over 14,000 investors, and has funded over £2 billion in property developments across the UK. We are proud to have assisted dozens of businesses across the UK elevate and build to deliver on their brilliant ideas.
In the years since we were set up, Puma Capital Group has grown significantly. We are now around 140 people across the Group, with our staff working from our head office in London, and regional offices in Manchester and Edinburgh.
It is an exceptionally exciting time for our business. Combining our already very strong track record with ambitious growth strategies, we have already developed our market share substantially and are looking to build further on our success.
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.
Importantly, research shows that men typically apply for roles when around 60% of the criteria is met, however, women and other underrepresented people often only apply when they tick every box. So, if you think you have what it takes, but don't necessarily meet every single point outlined in the role description, please do still get in touch – we would love to hear from you!
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