Client Services Representative – Investment Services – Contact Centre in Cheshire, Warrington

Client Services Representative – Investment Services – Contact Centre in Cheshire, Warrington

Warrington +1 Temporary 25.11 - 25.11 £ / hour (est.) Home office (partial)
Atrium (EMEA)

At a Glance

  • 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.
  • Other info: Fast-paced environment with a focus on continuous improvement.
  • Why this job: Make a real difference by helping clients navigate their investments.
  • Qualifications: Experience in client service and strong communication skills required.

The predicted salary is between 25.11 - 25.11 £ per hour.

  • Client Services Representative – Investment Services – Contact Centre
  • Contract duration: 12 months

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 & Capability

  • 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

WarringtonCheshire

Client Services Representative – Investment Services – Contact Centre in Cheshire, Warrington employer: Atrium (EMEA)

Atrium (EMEA) is an excellent employer that fosters a collaborative and innovative work culture, making it an ideal place for Data Scientists to thrive. Located in the vibrant city of London, employees benefit from a dynamic environment that encourages professional growth through continuous learning opportunities and exposure to cutting-edge analytics projects. With a focus on data-driven decision-making, Atrium empowers its team members to make meaningful contributions while enjoying a supportive atmosphere.

Atrium (EMEA)

Contact Details:

Atrium (EMEA) Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client Services Representative – Investment Services – Contact Centre in Cheshire, Warrington

Get Social with Customer Support Communities

Join customer support groups on platforms like Facebook or Reddit. They often share job openings or temp opportunities. Engaging with these communities can help you learn more about the specific skills and experiences employers are looking for, plus you'll meet folks who might know about openings at companies like Atrium (EMEA).

Leverage Seasonal Hiring Trends

Since customer support roles can spike during busy seasons (think holidays and sales periods), keep an eye out for timelines when companies ramp up hiring. Make sure to apply early and stay active; sending a quick follow-up a week after applying can show your enthusiasm for the role.

Flex Your Communication Skills

In customer support, communication is key! Prepare for hypothetical scenarios that test your problem-solving and customer interaction skills. Practising answers to common role-play questions can really help you shine in interviews—trust us, it makes a difference!

Make the Most of Job Boards

Use industry-specific job boards like Glassdoor or Indeed to find temporary roles. Don’t forget to set up alerts for customer support positions at companies like Atrium (EMEA). The earlier you apply, the better your chances, so keep your finger on the pulse!

We think you need these skills to ace Client Services Representative – Investment Services – Contact Centre in Cheshire, Warrington

Client Service Skills
Communication Skills
Problem-Solving Skills
Attention to Detail
Technical Support
Case Investigation
Performance Management

Some tips for your application 🫡

Highlight Your Communication Skills:In customer support, top-notch communication is key. Make sure your CV showcases any previous experience where you’ve had to clearly convey information or resolve issues. If you’ve handled customer queries via email or chat, mention it! Let’s see those strong verbal and written skills shine through.

Showcase Problem-Solving Experience:Employers love to see how you've handled tricky situations. Include examples in your application where you’ve tackled customer concerns or had to think on your feet. It's all about proving you can keep cool under pressure and find solutions—something super important in a temporary customer support role!

Tailor Your Approach for Temporary Roles:Since this is a temporary gig, make sure your cover letter emphasises your flexibility and eagerness to dive right in. Mention that you're ready to hit the ground running and are adaptable to new tools or systems—this shows that you understand the urgency often needed in temporary positions.

Proof of Customer Satisfaction:If you’ve got any quantifiable achievements from past customer support roles, like improved customer satisfaction scores or successful project completions, make sure to include them. Numbers speak volumes! This not only shows your capability but also gives us a reason to believe you'll bring that same success to Atrium (EMEA).

How to prepare for a job interview at Atrium (EMEA)

Master the Customer Interaction Game

In customer support, we need to showcase our people skills. Prepare for role-playing scenarios where you'll demonstrate how to handle difficult customers or resolve complaints. Think about the types of issues common in Atrium (EMEA)'s industry and how you can respond empathetically and effectively!

Know Your Products Inside Out

For a temporary role, it's crucial to familiarize yourself with the products or services Atrium (EMEA) offers. Brush up on key features, common issues, and FAQs. This knowledge will enable you to respond quickly and confidently to customer queries, showing you’re ready to jump in at a moment’s notice!

Flexibility is Key - Emphasise Your Adaptability!

Since this is a temporary role, we're looking to convey how quickly we can adapt to new systems or processes. Be ready to share examples of how you've quickly learned new tools or adjusted to changing environments in past roles. Show them you're the go-to person when the pressure's on!

Prepare for Quick Conversational Q&A

You might face a rapid-fire round of questions about customer service principles or how you'd handle specific situations. To ace this, think through different customer scenarios ahead of time, and practice your responses to ensure they're concise and impactful. The aim is to demonstrate your quick thinking and problem-solving skills!