Client Onboarding Specialist: Seamless, Compliant Start

Puma Capital Group; City of Westminster; Sur place; GBP 24 000 - 28 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Admin experience

Attention to detail

Organisational skills

Written and verbal communication

Professional and approachable manner

Client service

Microsoft Office

Teamwork

Willingness to learn

Outils

Microsoft Office

Outlook

Excel

Description du poste

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.