ClienClient services

Company : Confidential

Job Description - ClienClient services

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:

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.

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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ClienClient services

Job Description - ClienClient services

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