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- Tasks: Manage client interactions and resolve queries while ensuring compliance with regulations.
- Company: Join a dynamic financial services firm focused on exceptional client service.
- Benefits: Enjoy a competitive salary and the chance to work in a supportive team environment.
- Why this job: Be part of a crucial team that impacts client satisfaction and regulatory compliance.
- Qualifications: Strong attention to detail and excellent communication skills are essential.
- Other info: This is an office-based role with a standard 8:30 AM - 5:00 PM schedule.
The predicted salary is between 24000 - 42000 £ per year.
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
ClienClient services employer: Pertemps Birmingham Industrial
Contact Detail:
Pertemps Birmingham Industrial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land ClienClient services
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly focusing on client service and investor relations. Understanding the key regulations and compliance standards will not only boost your confidence but also demonstrate your commitment to the role.
✨Tip Number 2
Practice your communication skills, especially in handling complex queries. Role-playing scenarios with a friend or mentor can help you articulate your thoughts clearly and effectively, which is crucial for this position.
✨Tip Number 3
Get comfortable with reviewing and validating documentation. Familiarise yourself with Key Investor Information Documents (KIIDs) and Fund Prospectuses, as being knowledgeable about these materials will set you apart during interviews.
✨Tip Number 4
Network with professionals in the financial services sector. Attend industry events or join online forums to connect with others in client services. This can provide valuable insights and potentially lead to referrals for the job.
We think you need these skills to ace ClienClient services
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client services and investor relations. Emphasise your attention to detail and any previous roles where you managed client interactions or resolved complex queries.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and explains why you're passionate about the financial services industry. Mention specific examples of how you've delivered exceptional customer service in the past.
Highlight Regulatory Knowledge: In your application, demonstrate your understanding of regulatory standards and compliance. Mention any experience you have with reviewing or managing investor-facing documentation, such as KIIDs or fund prospectuses.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Pertemps Birmingham Industrial
✨Showcase Your Communication Skills
Since the role involves a lot of client interaction, it's crucial to demonstrate your excellent communication skills. Prepare examples of how you've effectively communicated with clients in the past, whether through phone calls, emails, or face-to-face meetings.
✨Highlight Your Attention to Detail
Given the importance of accuracy in regulatory documents, be ready to discuss your methods for ensuring attention to detail. You might want to share specific instances where your meticulousness made a difference in your previous roles.
✨Familiarise Yourself with Regulatory Standards
Understanding the regulatory landscape is key for this position. Brush up on relevant regulations and be prepared to discuss how you would ensure compliance in investor-facing documentation during the interview.
✨Demonstrate Team Collaboration
This role requires working closely with internal teams. Be prepared to talk about your experience in collaborative environments and how you’ve successfully worked with others to achieve common goals.
