Investment Services Client Advisor – Manchester (Onsite)

Investment Services Client Advisor – Manchester (Onsite)

Manchester Full-Time 31500 - 38500 £ / year (est.) No working from home possible
Atrium (EMEA)

At a Glance

  • Tasks: Engage with clients, manage inquiries, and execute trades in a fast-paced environment.
  • Company: Atrium (EMEA), a leader in investment services with a focus on client satisfaction.
  • Benefits: Competitive salary, comprehensive training, and opportunities for career advancement.
  • Other info: Onsite role in Manchester with a supportive work culture.
  • Why this job: Join a dynamic team and make a difference in clients' investment journeys.
  • Qualifications: Strong communication skills and a passion for customer service.

The predicted salary is between 31500 - 38500 £ per year.

Atrium (EMEA) is seeking a Client Services Representative for its Investment Services Contact Centre in Manchester.

The role combines phone-based client interaction with case investigation, requiring adherence to regulatory standards and high-quality service delivery.

The successful candidate will manage shareholder inquiries across channels, execute trades per instructions, and maintain ownership until issue resolution.

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Investment Services Client Advisor – Manchester (Onsite) 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 Investment Services Client Advisor – Manchester (Onsite)

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Atrium (EMEA). Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Investment Services Client Advisor – Manchester (Onsite)

Client Interaction
Case Investigation
Regulatory Compliance
Service Delivery
Shareholder Inquiry Management
Trade Execution
Issue Resolution

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Atrium (EMEA).

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Atrium (EMEA)'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

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

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Atrium (EMEA).

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Atrium (EMEA) will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Atrium (EMEA) employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.