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- Tasks: Be the go-to person for shareholder queries via phone, email, and chat.
- Company: Join a leading investment services firm in Manchester.
- Benefits: Earn £25.11/hour with opportunities for growth and development.
- Why this job: Make a real difference by helping clients navigate their investments.
- Qualifications: Experience in client service and strong communication skills required.
- Other info: Fast-paced environment with a focus on continuous improvement.
The predicted salary is between 50000 - 60000 £ per year.
Duration: 12 months
Pay: £25.11/hour
Location: Manchester (4 days onsite)
Key Responsibilities & Performance Expectations- Act as the primary point of contact for shareholder enquiries across phone, email, web chat, and written correspondence. The role is predominantly phone‑based, with time split between live client interaction and independent case investigation.
- Deliver a consistently high‑quality service in a fast‑paced environment, managing client conversations confidently while working to demanding productivity and quality targets.
- Execute telephone trades accurately and efficiently, strictly in line with client instructions, regulatory requirements, and documented procedures.
- Handle both straightforward and complex shareholder queries, providing clear, confident technical support and taking ownership of issues through to resolution.
- Investigate discrepancies and errors on shareholder accounts and statements, applying sound judgement, attention to detail, and structured problem‑solving.
- Drive first‑point‑of‑contact resolution wherever possible, escalating only when required and retaining ownership until full closure.
- Proactively manage daily open cases, ensuring timely follow‑up, accurate outcomes, and strong client experience.
- Take full accountability for the quality, accuracy, and completion of all work, with performance measured across productivity, quality, and client outcomes.
- Operate effectively across multiple management companies, adapting quickly to different processes, products, and service expectations.
- Demonstrate a continuous improvement mindset, identifying opportunities to improve service delivery, efficiency, and client experience.
- Experience in a client service or contact centre environment is essential.
- Comfortable operating in a performance‑driven, regulated environment with clear standards and expectations.
- Confident working independently, managing workload under pressure, and making informed decisions.
- Strong written and verbal communication skills across multiple channels.
- Educated to secondary school level with equivalent experience.
Locations
Client Services Representative – Investment Services in Cheshire, Warrington employer: Atrium (EMEA)
Contact Detail:
Atrium (EMEA) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Representative – Investment Services in Cheshire, Warrington
✨Tip Number 1
Get to know the company inside out! Research their values, services, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your phone skills! Since this role is predominantly phone-based, make sure you're comfortable speaking clearly and confidently. Try mock calls with friends or family to get into the groove.
✨Tip Number 3
Be ready to showcase your problem-solving skills. Think of examples from your past experiences where you handled tricky situations or resolved client issues. This will demonstrate your ability to take ownership and drive resolutions.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Client Services Representative – Investment Services in Cheshire, Warrington
Some tips for your application 🫡
Show Off Your Communication Skills: Since this role is all about client interaction, make sure your written application highlights your strong communication skills. Use clear and concise language to demonstrate how you can effectively convey information, just like you would in a phone call or email.
Tailor Your Application: Don’t just send the same application everywhere! Take a moment to tailor your CV and cover letter to match the job description. Mention specific experiences that relate to handling shareholder queries or working in a fast-paced environment to show us you’re the right fit.
Highlight Problem-Solving Skills: We love candidates who can think on their feet! In your application, share examples of how you've tackled complex issues or discrepancies in the past. This will show us that you have the judgement and attention to detail we’re looking for.
Apply Through Our Website: Make it easy for us to find your application by applying directly through our website. It helps us keep track of your submission and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Atrium (EMEA)
✨Know Your Stuff
Make sure you understand the role of a Client Services Representative in Investment Services. Brush up on common shareholder queries and the processes involved in executing trades. Familiarity with regulatory requirements will show that you're serious about the position.
✨Practice Makes Perfect
Since this role is phone-based, practice your communication skills. Try mock interviews or role-playing scenarios where you handle client inquiries. This will help you feel more confident and articulate during the actual interview.
✨Showcase Problem-Solving Skills
Be ready to discuss how you've handled complex issues in the past. Use the STAR method (Situation, Task, Action, Result) to structure your answers. Highlight your attention to detail and how you take ownership of problems until they're resolved.
✨Demonstrate a Continuous Improvement Mindset
Think of examples where you've identified opportunities for improvement in previous roles. Share how you implemented changes that enhanced service delivery or client experience. This will resonate well with the company's focus on efficiency and quality.