ClienClient services

038106648

£30,000 Per Annum

Full Time

Permanent

Birmingham, West Midlands

Customer Service And Call Centre

Posted 7 hours ago

Expires In 29 Days

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.