Job Description
We are looking for a Client Relations Reporting Associate 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 be 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. You will have strong knowledge across Puma’s entire product range, ensuring communications with clients are both accurate and timely. You will also support other team members in their day-to-day roles. In addition to day-to-day responsibilities, you 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:
1. Ownership of client reporting templates, ensuring these are compliant and consistent with the Puma brand gu...