Mason Blake
Investor Relations Assistant
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INVESTOR RELATIONS EXECUTIVE – LONDON
Our client is a growing investment business with a strong reputation across the retail investor market, known for its commitment to diversity, equity and inclusion and for building teams where people can genuinely progress.
The Role
Sitting within a Retail Investor Relations team, this role provides high-quality service and support to retail investors and their financial advisers. You'll manage incoming queries by phone and email within agreed service levels, handle a range of administrative tasks, and have the opportunity to work closely with senior IR colleagues to become a go-to specialist for one of the firm's products, leading initiatives to improve related processes and communications.
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Key Responsibilities
- Respond to investor and adviser queries accurately and efficiently via phone and email
- Support a newly implemented investor portal
- Manage administrative processes end-to-end, including investor transfers and exits
- Assist with periodic and ad-hoc investor/adviser communications, including valuations, reports, factsheets and dividend updates
- Support the sales team and join client meetings to provide fund performance updates
- Become a product specialist for one of the firm's tax-efficient investment products, leading related initiatives
- Identify opportunities to improve service, reduce errors and increase efficiency
- Gather and monitor investor feedback to shape service improvements
- Help organise investor events and support client retention initiatives
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About You
- Strong written and verbal communication skills
- Able to plan, prioritise and work effectively under pressure
- Collaborative, proactive, and always looking to drive improvement
- Minimum 2 years' experience in a client-facing or customer service role within Financial Services
- Basic understanding of retail investment products
- Knowledge of tax-efficient products (VCTs, EIS, BR) is beneficial but not required
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