ClienClient services

Pertemps Birmingham Industrial; Birmingham; On-site; GBP 30,000; Full time

Job summary

A financial services company in Birmingham is seeking a Client Service & Investor Relations Associate to manage client interactions and ensure regulatory compliance. Key responsibilities include resolving complex client queries, updating investor documentation, and delivering excellent customer service across multiple channels. Strong attention to detail and excellent communication skills are essential for this role.

Qualifications

• 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.

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, and website enquiries.
• Maintain and update investor-facing content and documentation in line with regulatory standards.
• Review and validate key regulatory and product documents.
• Collaborate with internal teams to ensure accuracy, consistency, and compliance in all published materials.

Skills

Attention to detail

Regulatory awareness

Excellent communication skills

Teamwork

Time management

Job description

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:

1. Telephone support
2. Email communication
3. Website enquiries

• Maintain and update investor-facing content and documentation in line with regulatory standards.
• Review and validate key regulatory and product documents, including:

1. Key Investor Information Documents (KIIDs)
2. Fund Prospectuses
3. Fund Fact Sheets
4. Website literature and digital content
5. 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.