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Date Added: Wed 16/07/2025

Clienclient Services

Birmingham, UK
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Company: PERTEMPS BIRMINGHAM INDUSTRIAL

Job Type: Permanent, FullTime

Salary: £30,000 per annum

Client Service & Investor Relations AssociateSalary: £30,000 per annumLocation: 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:
  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.
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