Our client is a national investment group focused on the identification, funding and scaling of innovative technology businesses with high growth potential from the UK regions. You will join our growing tax-efficient Investor Relations and Operations team in this brand new role.
You will support the team by building and maintaining relationships and providing vital investor and intermediary services.
The Client Services Associate will be responsible for providing investor services for the company's tax-efficient products, and key support to the rest of the team. The successful candidate may not have significant experience working in a similar role, but client service or sales administration experience would be advantageous. The chosen applicant would need to rapidly develop a good understanding of tax efficient funds (EIS and VCT) and the company's investment strategy.
Key responsibilities include:
Competencies, Qualifications & Experience:
Salary and benefits:
Specialist Financial Recruitment
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