At a Glance
- Tasks: Assist clients with inquiries and resolve complex issues in wealth services.
- Company: Join a dynamic organisation revolutionising wealth management with advanced technology.
- Benefits: Competitive pay, hybrid working, and opportunities for process improvement.
- Other info: Great opportunity for career growth in a supportive team.
- Why this job: Make a real impact by enhancing client experiences in a fast-paced environment.
- Qualifications: High school diploma required; experience in financial services preferred.
The predicted salary is between 25.11 - 25.11 £ per hour.
Duration: 6 months contract
Pay: £25.11/hour
Location: Manchester (hybrid working – 4 days onsite)
We’re seeking a future team member for the role of Associate, Client Service Representative to join our Wealth Services Operations team. This role is located in Manchester.
The organisation’s platform is a dynamic, next-generation ecosystem that leverages advanced data analytics, intuitive digital tools, and seamless third-party integrations to streamline operations and empower advisors to deliver personalized, world-class wealth experiences at unprecedented scale.
In this role, you’ll make an impact in the following ways:
- Independently assists clients by responding to complex phone, email and other inquiries regarding company products, services and procedures.
- Responds to client questions on company product features and provides technical assistance for the most complex issues that have been escalated by junior team members.
- Researches and resolves complex operational or client issues.
- Assists in identifying trends in client issues and proposing solutions.
- Provides status updates on problem resolution and outstanding issues to other teams.
- Directs inquiries to the appropriate resources at the company.
- Assists with process improvement by contributing ideas to improve team efficiency.
- Coordinates implementation of resulting process changes for the team.
To be successful in this role, we’re seeking the following:
- High School/secondary school or the equivalent combination of education and experience is required; Bachelor’s degree preferred.
- Experience in financial services operations, wealth operations and client service preferred.
Client Services Associate – Wealth Services Operations in Bolton employer: Atrium (EMEA)
Join a forward-thinking organisation in Manchester that prioritises employee growth and development within the Wealth Services Operations team. With a hybrid working model, competitive pay, and a culture that encourages innovation and collaboration, you will have the opportunity to make a meaningful impact while enjoying a supportive work environment. Our commitment to leveraging advanced technology ensures that you will be part of a dynamic ecosystem that empowers both clients and employees alike.
