£30,000 Per Annum
Full Time
Permanent
Birmingham, West Midlands
Customer Service And Call Centre
Posted 9 hours ago
Expires In 29 Days
Job Description
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.
- 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.
Tom Ricketts
Tom.Ricketts@Pertemps.co.uk
0121 456 4555
Division 038
Pertemps Birmingham
Network House
119 Hagley Road
Birmingham
West Midlands
B16 8LB
01214 564555
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