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 supportEmail communicationWebsite enquiriesMaintain 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 ProspectusesFund Fact SheetsWebsite literature and digital contentApplication forms and related client documentationCollaborate 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.