ClienClient services

Job title:

ClienClient services

Company:

Pertemps

Job description

Job DescriptionClient Service & Investor Relations Associate
Salary: £30,000 per annum
Location: Office-based (8:30 AM – 5:00 PM)
Industry: Financial ServicesOverview: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.

Expected salary

£30000 per year

Location

Birmingham

Job date

Fri, 18 Jul 2025 00:55:10 GMT

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