ClienClient services

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

Job summary

A financial services firm in Birmingham is seeking a Client Service & Investor Relations Associate to enhance client interactions and ensure regulatory compliance. This role involves managing inquiries, delivering top-notch customer service, and maintaining accurate documentation. Strong communication skills and attention to detail are essential. The position is office-based, with a salary of £30,000 per annum.

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.
• Deliver exceptional customer service across multiple channels.
• Maintain and update investor-facing content and documentation.
• Review and validate key regulatory and product documents.
• Collaborate with internal teams for accuracy and compliance.

Skills

Attention to detail

Regulatory awareness

Communication skills

Teamwork

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.