ClienClient services
Birmingham
Client Service & Investor Relations Associate Salary: £30,000 per annum Location: Office-based (8:30 AM - 5:00 PM) Industry: Financial Services Overview: As a key member of an 8-person Client Service and Investor Relations team, you will play a pivotal role in managing client interactions, resolving queries, and ensuring the accuracy and compliance of investor-facing documentation. This position combines customer service excellence with a strong focus on regulatory review and product literature management. Key Responsibilities: - Act as an escalation point for complex client queries, ensuring timely and effective resolution. - Deliver exceptional customer service across multiple channels, including: - Telephone support - Email communication - Website enquiries - Maintain and update investor-facing content and documentation in line with regulatory standards. - Review and validate key regulatory and product documents, including: - Key Investor Information Documents (KIIDs) - Fund Prospectuses - Fund Fact Sheets - Website literature and digital content - Application forms and related client documentation - Collaborate with internal teams to ensure accuracy, consistency, and compliance in all published materials. Skills & Attributes: - Strong attention to detail and regulatory awareness. - Excellent communication skills, both written and verbal. - Ability to work effectively within a team and manage time-sensitive tasks. |  |  |  |
Recruiter: Pertemps - Birmingham Industrial
Salary: £30,000 Per Annum
Reference: 038106648