Client Onboarding Assistant

Puma Capital Group; City of Westminster; On-site; GBP 24,000 - 28,000; Full time

Job summary

Puma Capital Group is seeking a Client Onboarding Assistant to support end-to-end onboarding for clients across the product range. You will ensure applications are processed accurately, efficiently, and in line with regulatory requirements and service levels.

The role collaborates with retail investors, advisers and internal teams to deliver a high standard of service and maintain data integrity across systems. A proactive, team-focused approach is essential.

Qualifications

• Administrative experience gained within a professional environment.
• Attention to detail and a high level of accuracy.
• Good organisational skills and the ability to manage multiple tasks.
• Demonstrable written and verbal communication skills.
• A positive, professional and approachable manner.
• A passion for delivering excellent client service.
• Good working knowledge of Microsoft Office, including Outlook, Word and Excel.
• Ability to work effectively as part of a team.
• Willingness to learn new systems, processes and products.

Responsibilities

• Assist with onboarding new clients into Puma's product range in a compliant, efficient and timely manner.
• Review and process investment applications accurately within agreed service levels.
• Handle inbound telephone and email enquiries from clients, advisers and internal stakeholders, providing timely and professional support.
• Resolve onboarding queries, escalating issues where appropriate.
• Perform AML, KYC, PEP and Sanctions checks on new clients in line with regulatory requirements.
• Responsible for logging, distributing and processing daily post.
• Maintain accurate client records and ensure data integrity across all systems.
• Support the wider Client Onboarding team with case management and administrative tasks.
• Assist in identifying opportunities to improve processes and enhance the client and adviser experience.
• Build effective working relationships with internal departments to support efficient onboarding and issue resolution.
• Undertake other duties as reasonably requested to support the needs of the business.

Skills

Admin experience

Attention to detail

Organisational skills

Written and verbal communication

Professional and approachable manner

Client service

Microsoft Office

Teamwork

Willingness to learn

Tools

Microsoft Office

Outlook

Excel

Job description

An exciting opportunity has arisen for a Client Onboarding Assistant to join our growing business.

The Client Onboarding Assistant supports the end-to-end onboarding process for clients investing across Puma’s range of products, ensuring applications are processed accurately, efficiently and in line with regulatory requirements and agreed service levels. Working closely with retail investors, financial intermediaries and internal business units, the individual will provide a seamless onboarding experience and deliver a consistently high standard of service.

Key Responsibilities

• Assist with onboarding new clients into Puma's product range in a compliant, efficient and timely manner.
• Review and process investment applications accurately within agreed service levels.
• Handle inbound telephone and email enquiries from clients, advisers and internal stakeholders, providing timely and professional support.
• Resolve onboarding queries, escalating issues where appropriate.
• Perform AML, KYC, PEP and Sanctions checks on new clients in line with regulatory requirements.
• Responsible for logging, distributing and processing daily post.
• Maintain accurate client records and ensure data integrity across all systems.
• Support the wider Client Onboarding team with case management and administrative tasks.
• Assist in identifying opportunities to improve processes and enhance the client and adviser experience.
• Build effective working relationships with internal departments to support efficient onboarding and issue resolution.
• Undertake other duties as reasonably requested to support the needs of the business.

Experience and Skills required

• Administrative experience gained within a professional environment
• Attention to detail and a high level of accuracy
• Good organisational skills and the ability to manage multiple tasks
• Demonstrable written and verbal communication skills
• A positive, professional and approachable manner
• A passion for delivering excellent client service
• Good working knowledge of Microsoft Office, including Outlook, Word and Excel
• Ability to work effectively as part of a team
• Willingness to learn new systems, processes and products

Personal Attributes

• Kind
• Values-driven
• Excellent communicator
• Adaptable and willing to get stuck into whatever needs doing
• 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
• Client-centric, with a genuine passion for delivering exceptional service and positive outcomes